We know how busy church can be, which is why we're always looking for ways for ChurchSuite to help ease the load. Today, we want to let you know about some improvements we've made to the user interface with the aim of supercharging the index pages in a consistent way across the different modules.
Action without navigation
Where previously you'd navigate to different places to filter certain lists of people and then action something for that list (for instance, send an email), you can now filter and customise the list and take action all in one screen! Here's how it works:
Enhanced Advanced Search
We've had lots of fantastic feedback about Advanced search, and we've now added even more filter options which you can use to narrow the list down to exactly those records that are relevant. For instance, if you want to find contacts that are not (yet) in a certain tag, you can do so directly:
You can also customise which optional columns are shown, giving you great flexibility to narrow down your search to the right group of people.
Take action directly from the index page
Once you've drilled down and found the exact group of people you want to interact with, you can take action directly from the index page, rather than having to go to a report or the Communication page:
Send Emails: hit the "Send email" button to draft your message on the spot.
Send SMS: Similar to emails, you can now send text messages directly from where you are.
Print Labels or Name Badges: Access these tools directly where needed. In the Network module, used by denominations or networks, you can even add the organisation name as a header or footer to the badge.
Download CSV: You can even get your data in CSV format with just one click from any index page, after filtering your contacts with advanced search.
This upgrade means you can handle more tasks directly from the index pages, reducing the need to navigate to separate reports or the Communication page. We believe these updates will help ChurchSuite users work even more efficiently. Let us know how these changes work for you!
