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  • Knowledge Bases
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People

7
  • Overview People
  • Basics
    • Filter
  • Import/Export
    • How do I import personal data from a file?
    • How do I import group members?
  • Settings
    • Master data of the Persons module
    • System settings of the person module
  • Other
    • Follow-up

Groups

38
  • Basics
    • How to configure and save a view?
    • Overview of a single group
    • Share dialog of a Group
    • What are group types and what can I use them for?
    • How to manage group types?
    • Frequently used group types
    • What are roles and what can I use them for?
    • How to customize the roles of a group type?
    • What are the group visibilities and what do they do?
    • What are group statuses and what effects do they have?
    • How to manage Groups tags?
    • What is the hierarchy?
    • What is the history?
    • How to edit several Groups at the same time?
    • Which actions can I use to edit several groups at the same time?
  • Create/Edit Groups
    • How to create group member fields?
    • How to edit the group information?
    • How to edit the members of a group?
    • How to edit super- or subgroups of my group?
    • What are group member statuses and what effects do they have?
    • How to create a new Group?
  • Settings
    • How to adjust the permissions for my Group?
    • How to use/create personalized certificates?
    • How to make settings for registering for my Group?
    • How to make settings for members of my Groups?
    • How to customize the public group page of my subgroup?
    • How to customize the group homepage of my parent group?
  • Group Meetings
    • How to configure the sending of check-in codes?
    • How to create/edit a group meeting?
    • How to export attendances and meetings?
    • How to configure settings for my group meetings?
  • Automatic Membership
    • Example: Add new people
    • Example: Combine all small group leaders
    • Example: Record seminar participation
    • Example: Networking people
    • How do I set the personal filter?
    • Which actions can I have executed?
    • Understanding automatic membership

Posts

16
  • Overview posts
  • How do posts differ from chat?
  • Use
    • How to create a post?
    • Who can see a post?
    • How to filter posts?
    • How to report a post?
    • How to hide posts?
    • How to be notified of posts?
    • How to subscribe to posts?
    • How to create a post that can be subscribed to?
    • Aspect ratios for images in posts
  • Administration
    • Posts settings
    • How to moderate posts?
    • How to configure posts for my groups?
    • How can I share posts with external people?
    • How to embed posts on my website?

Calendar

27
  • Overview Calendar
  • Basics
    • What different types of calendars exist
  • Create/Administer Calendars
    • How to create a calendar?
    • How to save an Event Template for a specific calendar
    • How to import an external calendar into ChurchTools
  • Adding Appointments
    • How to use appointment templates?
    • How to create an appointment including resource booking and event?
    • How to edit a (series) appointment?
    • How to create an appointment
    • How to create a meeting request
    • How to create an appointment with an added registration group
    • How to create an appointment and book a resource
    • How to create an appointment with an event
    • How can I have the title of an event date added automatically?
  • Subscriptions/Reminders
    • How to keep track of my appointments
    • How to subscribe to a calendar
    • How to print the calendar view
    • How to set reminders for appointments
    • How to get notified about new appointments in a calendar
  • Embedding Calendars
    • How to embed a calendar on your website
    • How to hide the resources in an embedded calendar
    • How to filter appointments by search item in the list view of an embedded calendar
    • How to customize embedded calendars using CSS
    • Embed calendar: CSS classes
    • Embed calendar: URL parameters
  • Info-Screen
    • How to display the info screen on the monitor in our foyer?
    • How to configure the info screen display?

Events

4
  • Filter options
  • Overview Events
  • Administration
    • Services and service categories
  • Running Events
    • How to run events with an attendee limit

Resources

4
  • Overview of resources
  • How can I limit the display in the booking plan?
  • How do I create resources?
  • How do I create resource types?

Check-in

2
  • Overview check-in
  • Connect Label Printer to Check-in

Report

1
  • Reports

Wiki

2
  • Wiki overview
  • Editors
    • Markdown Editor

Finance

26
  • Overview Finance
  • Basics
    • Principles for proper accounting
    • Import templates
  • Master Data
    • How to integrate the complete SKR 42 chart of accounts?
    • Master data overview
    • How to add a new client
    • How to add a new accounting year
    • How to delete an accounting year
    • How to set up an account chart
    • How to add taxes
    • How to add cost centers
    • How to add budgets
  • Transactions
    • How to enter transactions using the expert view
    • How to enter transactions using the simple view
    • How to cancel transactions
    • How to unlock transactions
    • How to import transactions
    • How to export transactions
    • Using bank statements well
  • Purposes
    • Understanding purposes
    • How to add purposes
  • Donations
    • How to enter donations
    • How to create donation receipts
    • How to edit the templates for donation receipts
    • How to insert pictures in donation receipts
    • Placeholders for donation receipts

Sync

17
  • Basics
    • How to activate the Sync
    • Where to find what
    • What can I do with the Sync
    • How do I synchronize my data?
  • Configure Connections
    • How to find the sync user’s login token
    • How to connect a system
    • How to assign properties
    • How to connect my ChurchTools to another ChurchTools installation
  • Configure Jobs
    • How to configure connections
    • How to create a job
    • How to set conditions for my job
    • What actions can I choose
    • How to select properties for my job
    • How to execute a sync job
    • What’s the difference between simulation and execution?
  • Sync Finance
    • How to synchronize accounting data
    • Can I synchronize accounting data even though I do not use ChurchTools Finance?

Wiki

  • Wiki overview
  • Editors
    • Markdown Editor

Häufig gelesen

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  • How do posts differ from chat?
  • How to import data from ChurchTools?
  • How to find the sync user’s login token
  • How to use an own domain for my website?
  • How to change the design of my website?
  • Manage files
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