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Nov 27, 2024

New in People: Less spam, cleaner profiles, better permissions and more

This week’s roundup of People updates is a lot like going out for tacos 🌮 : bite-sized meals, big on flavor. The People team has been making some tacos made 10 small but significant improvements: because ultimately, an up-to-date database is not about keeping things clean but about making sure your people don't fall through the cracks. So let's see how these small updates can help you make a big impact. And hopefully we won’t ruin your Thanksgiving dinner with all these tacos. Don’t lose

Jeff Berg

5 min read

Nov 04, 2019

Email Lists of People within Planning Center

Email has a reputation for being nothing more than a way for companies to send us their annoying marketing jargon, but we all know its more than that. Email can also be a launching pad for meaningful communication. Even messages sent in mass can be a way to refresh people with a word of encouragement, create opportunities for connection, or provide important information. You've always been able to send emails to large groups within your congregation from lists by connecting your Planning Cente

Daniel Murphy

Product Manager

2 min read

Oct 21, 2019

Share Lists and Collaborate

Reports—everyone wants them, which is why anyone can make a custom list in People. Making a list is a lot like putting together your own personal puzzle— piecing together just the right conditions to find exactly what you’re looking for! If you think puzzles are fun, and you have permissions across your church’s Planning Center accounts, there is a high chance you are the designated list-making expert at your church. And you might be happy to oblige, until you start getting follow-up requests..

Daniel Murphy

Product Manager

2 min read

Jun 13, 2018

Email Templates in Lists

Email is probably one of the most used methods you have of communicating with your church. It’s the quick and easy way to share about service opportunities, church events and activities, and other announcements. The problem is email writing can become tedious, especially if a lot of the content is similar to other emails you’ve previously written, in which case you are trying to remember, or find, what you wrote in the past to replicate it. We want to help decrease the overall time you spe

Jeff Berg

2 min read

Mar 06, 2018

Organize Lists by Campus and Category

Having to scroll through and scan all of the Lists in your People account is not the end of the world, but it is also not the most efficient way to find the list you want. The time you spend scrolling and scanning is also time, however short, you could be spending on the people in the list you are trying to find. Small amounts of time add up to big chunks, and we want to give you as much time as we can, so similar to what we did with Workflows, Lists can now be organized by Campus and Cate

Daniel Murphy

Product Manager

3 min read

Jan 22, 2018

Two Handy Updates to Lists

Sometimes the small changes can make a big impact, and the new updates we made to Lists will save you a lot of time! Duplicating a List, Rule, or Condition If you find yourself tediously creating similar lists with just small differences between them, you’ll love this! From the list of Lists, click a list’s new new duplicate icon to create a brand new list with all the rules of the original. You can also duplicate the list from a link in the list’s Actions dropdown. While you’re in

Daniel Murphy

Product Manager

1 min read

Nov 01, 2017

Filter in Groups for People Lists

Today we've added bunch of powerful new Groups filters to Planning Center People lists. Create new lists based on group membership, attendance, join dates, and application dates. The resulting list of people can be attached to Workflows, Actions, and Automations. A new class of Groups functionality has just opened up. Create Your Groups Lists Let's touch briefly on each filter: * Member - This filter existed before, but you'll notice it has a bunch of new options for limiting o

Jeremy Ricketts

Product Manager

4 min read

May 25, 2017

Smarter, Faster Lists

We've got a couple quick updates to lists to make your life easier! New: Nothing! One of the most common uses for lists is to find people who don't have any recent activity so that you can follow up with them or mark their profile as inactive. This update will make that a little bit easier! Here's how: Before, you'd create a list that looks something like this: Make sure your rule is set to find people who match all those conditions, not any of those conditions. But since all th

Daniel Murphy

Product Manager

2 min read

Jun 28, 2016

Custom Views for Your Lists

Lists are our powerful tool for finding groups of people, using real-time data and activity across the entire suite of Planning Center applications. Today we're making it easier to not only get a list of people but to also get the information you need about those people all in one place. Let me show you how it works! The first thing you'll notice is that we've updated the design to include profile pictures right in the list. Next, we've changed the default columns that you first see. Wait, de

Daniel Murphy

Product Manager

2 min read

Jun 01, 2016

Lists Updates—Search, Stars, and Relative Dates

In PCO People, Lists are the way-too-easy tool to find groups of people based on real-time data from all of our applications. Using Lists, you can find all the donors who checked in a kid last year, all the people who have volunteered to serve but haven't completed their training, or just about any other group you can imagine by combining data from Check-Ins, Giving, People, Registrations, Services, and soon, Groups. Now we've added a few new features to supercharge Lists even more. Relat

Daniel Murphy

Product Manager

2 min read

Feb 08, 2016

List Automation

Over the last few weeks we’ve been burning the midnight oil to crank out a few important updates and features. We’ve had five major People features released and a couple more approaching on the horizon. But enough about the future, let’s take a look at what’s ready to go right now: Introducing auto-refreshing lists and automatic actions. Auto-refreshing lists We know you’ve been clicking that refresh button all the time, so you’ll feel refreshed with this fresh new update… Auto-refresh! I

Scott Myers

Product Manager

2 min read