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Classifications

Classifications help you categorize people in your congregation for record-keeping and reporting purposes.

Common Classifications​

ClassificationDescription
MemberFull church member
Regular AttenderAttends regularly but not a member
Guest/VisitorFirst-time or occasional visitor
Non-AttenderMember who no longer attends
Sunday School MemberEnrolled in Sunday School

Managing Classifications​

Viewing and editing classifications​

  1. Go to People → Admin → Person Classifications.
  2. The page title is Person Classifications Editor.
  3. Type a name and click Add New Person Classification.
  4. Change a name in the Existing Options table, then click Save Changes.
  5. Reorder with Move up and Move down in the row Actions menu.
  6. Delete removes a classification you no longer use.

There is no family control named Assign a New Classification that changes every member of a family. Change a classification on each person: open the person, click Edit, choose Classification under Church Membership, and click Save.

Inactive and In Directory​

Each classification has two checkboxes. They save as soon as you tick or untick them; you do not need "Save Changes".

  • Inactive — people in this classification are treated as inactive. They are left out of the dashboard counts and the photo gallery.
  • In Directory — this classification starts ticked when you open the Directory report. You can still change the selection each time you run the report.

The header of this page has a People Settings button that returns to People Settings.

Using Classifications​

In Reports and Exports​

When generating reports or exporting data, you can filter by classification to target specific groups:

  • Export only Members for a directory
  • Generate a visitor follow-up list
  • Create mailing lists by classification

Changing a Person's Classification​

  1. Open the person.
  2. Click Edit.
  3. Under Church Membership, choose Classification.
  4. Click Save.

Each person keeps their own classification. Changing one person does not change the rest of the family.

Can't find what you need? Ask in Discord, or open an issue on the ChurchCRM repository.