New Setting re Add New Person, revised

Sometimes, after seeing how something works for a while, we decide we need to make a revision. That’s exactly what we’ve done with the Add New Person option on the Main Menu (under People).

This option was added purely to help churches who were just building their database. It was an easy way to add people who really did not have a context, but needed to be in the database. Many churches have us do a conversion, so their records are added that way. Others have us import an Insert People Spreadsheet that has their data in it. However, there are some churches that start from scratch with no records. It was for these folks that the Add New Person option was put on the Main Menu.

That said, we discovered that some people are using this to add new records to their database. When they add record this way, instead of in context, they miss out on some important features of BVCMS. What we mean by ‘in context’ is this: as a Visitor to a Meeting, a New Family Member, a New Member to an Organization, a new Contributor, or a new Contactee. This context is important as it allows you to track people based on where they came on your radar, so to speak.

Here is our solution:

There is a new setting that your church Admin can add (called MenuAddPeople) that will allow the church to disable that button. The button still displays, but anyone clicking it will be taken to this Help Article. If you are a System Admin, click HERE to read about the Admin Settings.

We have disabled this for Bellevue, as there is never a time we would want to add someone to the database out of context.

2 thoughts on “New Setting re Add New Person, revised

  1. Judy Gilbert

    Karen, what is this new setting – “new setting that your church Admin can add that will allow the church to disable that button”. I didn’t see it in either article link – they are the same.

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    Reply

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