Finding a person in the directory

The People tab is the parish directory — every household and member, with contact details, sacraments, and history. The directory is organized into tabs: People, Households, Saved lists, Corrections, and — for staff who hold People setup — Setup, where the parish defines the person-detail fields it keeps.

Search

• 1. Open People and type a name in the search box (try a surname).
• 2. The list filters as you type. Vianney matches the name as entered — it does not auto-correct spellings, so if nothing shows, check the spelling or try a partial name.
• 3. Click any row to open that person's profile panel on the right, or use the arrow keys to move between rows and Enter to open the highlighted one.

People or Households tab

Use the People / Households tabs above the list to switch how the directory is displayed:
- People (default) — one row per person; sort by name, age, or status.
- Households — one row per household, with the members grouped underneath the head of household. Useful when you are looking up a family rather than a specific individual.

Saved views

Above the list, a "Saved view" dropdown lets you run one of your saved lists as the directory filter — pick "new households," "recent baptisms," or any list you or a colleague has saved; pick it again (or choose "All") to clear it. It works the same in both the People and Households layouts. The paging controls sit at the right end of that same line. The Saved lists tab lists every saved list on its own, separate from filtering the directory in place.

Selecting rows and exporting

A checkbox at the start of each row lets you select people across the page. Once anything is checked, a navy bulk action bar appears above the list showing how many are selected, with an Export CSV link (staff with the Export people permission only — see Roles and what each can see) and a Clear link. The export is a strict projection — name, household, contact, engagement, and status only, never notes or birth dates — and every download is recorded in the audit trail.

Filter by engagement

Click + Add filter above the list to narrow the directory to one engagement status — active, occasional, lapsed, or unknown. The active filter shows as a chip ("Engagement: active ×"); click the × to clear it. See Engagement and lifecycle status for what these statuses mean.

Deceased parishioners

The directory is a working list of the living, so people who have died are hidden by default. Beside the filter chips is a chip that cycles through three states as you click it: Deceased: hidden, Deceased: shown, and Deceased only. When they are shown, each carries a quiet deceased badge, with the date of death in the tooltip.

Hiding is only about this list. A death never removes anyone from the parish's records — they keep their household, their family, and their whole history, and a widow's husband still appears on her Family card, marked and shown in a lighter shade. The page count and total always agree with the chip, so "1–50 of 2,847" means 2,847 of exactly the people you asked to see.

Sort, columns, and paging

• Use the sort chips at the top — Name, Age, Household, Status — to reorder the list.
• Use Columns ▾ to show or hide the Age, Household, Contact, Engagement, Status, and Last contact columns; your choice is remembered on this device.
• The table always shows a Last contact date and an Open → link per row.
• Long directories are paged (25, 50, or 100 per page). The pager — the range and total, e.g. "1–50 of 2,847", then ← Prev, Next →, and the per-page picker — appears in two places: at the top of the list, right-justified on the same line as the Saved view dropdown, and again under the table. They do the same thing, so you never have to scroll to the bottom to turn a page.
• Turning a page brings you back to the top of the list, so you start the new page at the first name instead of the last.
• On a narrow screen, the table scrolls sideways within its card rather than spilling off the page.

Tips

• Search covers first and last names and is not case-sensitive.
• No match is shown plainly ("No one named …") rather than a wrong guess — see Reading a person's profile once you have found someone.
• Volunteers added exclusively through the Safe Environment module do not appear in this directory — they are managed from the Safe Environment module by design.