Browse people


If you want to browse the list of people then first tap people on the nav bar.


This will display all people, grouped by the first letter of their last name. If you pick another letter from the drop down it will update the list of people, the drop down shows how many people there are whose last name starts with that letter.

Tip: You can choose to view the list by name or by face view.

Tip: You may also filter by group, and there is an "All" option at the end of the rolodex so you can see everyone in that matches the selected filter.

If you check the boxes to the left of people's names you'll get the following bulk action options:

Add selected people to...: Add the selected people to another group, meeting or process.
Remove from all groups: Remove the selected people from all groups.
Add a note...: Add a note to all the selected people.
Add or remove date....: Add or remove a date to the selected people.
Add or remove more detail...: Add or remove a more detail field to the selected people.
Update email...: Reset a failed email address, or subscribe/unsubscribe the selected people from email.
Update gender...: Update the gender of the selected people.
Delete selected people: Delete all the selected people.

Tip: If you open each person in a new tab then you will be able to keep your place in the list as you browse through people.


Side panel

The side panel is displayed on the right hand side of the page, if you are viewing on device with a small screen such as a tablet or phone you can access it by tapping 

The side panel includes an option to import a spreadsheet list of people. There is also a merge option that will step you through all possible duplicates and ask you if you want to merge them.

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