A person's page

What's on someone's page in People, how to edit it, households, photos, merging duplicates, and who can see notes.

Everyone your church knows has one page in People: members, attenders, visitors and children. Groups, giving, serving and sign-ups all point at this one record. Admins and staff can open People and change it.

Find someone

Open People.
Type in the search box. It looks at names, emails, phones, neighborhoods, households and group names.
On a computer, narrow the list under Narrow by: pick a status, or a group. The group menu also has Not in a group and Leads a group.
Pick the person.

The list shows each person's groups and status, and on a computer when they were Last here at a group meeting. Press Clear to see everyone again.

What's on the page

At the top: their photo or initials, their name, and chips that say what matters now. On a computer, Due a call or Due a check-on means a group has them on its list this week. Leads names a group they lead. Visitor shows where they are in follow-up.

Under that, on a computer, five quick facts: Group (or Groups), Household, Phone, Last here and Since.

Then the cards:

The timeline: what each part of Trellis saw, newest first. Group attendance, serving, sign-ups and, for some people, giving. It shows the last year; press Show everything for all of it.
Groups: each group they're in, their role, how many of the last meetings they came to, and when a leader last checked on them. Press a group to open them there.
Details: email, phone, address, neighborhood, birthday, status, whether they sign in, and an emergency contact if they gave one.
Check on: on a computer, shows when a group has them on its list, with the reason and Open in the group.
Household: the other people in their household.

On a phone the page is one column: call, text and email buttons first, then what's due from each group, then the timeline, groups and household. Details folds away at the bottom with the edit button.

Call, text or email them

Press Call or Text at the top of their page. Press Email to write them an email. These show only when the record has a phone or an email.

Edit someone

Open their page and press Edit.
Change what you need: name, phone, email, household, neighborhood, status, emergency contact, birthday, address.
Press Save.

The status can be Member, Attender, Visitor, Child or Inactive.

The Emergency contact is the same one a person can fill in for themselves on Your profile; whoever changes it last, it's one record.

Add someone to a group

On their page, find Add to a group under Groups (on a phone, in Details).
Pick the group and a role.
Press Add to the group.

Their attendance, notes and prayer requests for that group live in the group from then on.

Households

A household is a family, or anyone who shares an address. It has one name and one address.

To put two people in one household, type the same name in Household on each person's record. Trellis matches the name and makes the household the first time.
To see every household, open People, then More for people, then Households. On a phone it's a link at the top of People.
Open a household to change its name and address, Take out a person, or pick someone from Add someone… and press Add to household.
Remove this household, then Remove it, deletes the household only. The people in it stay on the list, without a household.

Photos

A photo is the person's own. Each person who signs in adds theirs on Your profile, and only people signed in to your church see it. Nobody can put up a photo for someone else.

An admin can take down a photo that shouldn't be there: open the person's page on a computer, press Take photo down, then Take it down. Children don't have photos. Marking someone Child removes theirs.

Who can see notes and prayer requests

Notes and prayer requests are kept in each group, on the person's place in that group. The office also sees them on the person's timeline in People.

The group's leaders and co-leaders see and add them for their own group.
Admins and staff can see them for every group.
The Communications role never sees them.
The person themselves doesn't see them.

A leader's check-ons and care seasons are private to that group's leaders and co-leaders. The office sees only the date a leader last checked on them. See Who can see what for the rest.

Merge duplicates

Imports and sign-ups sometimes make two records for one person. When Trellis spots two that share an email, a phone number or a name, it says so: a line on the person's page, and a count at the top of People.

Open People, then More for people, then Duplicates. Or press Compare on the note on a person's page.
Press Compare on a pair.
Choose the record to keep.
Press Merge … into … (it names both people) and confirm.

The kept record gets everything from the other: group seats, attendance, gifts, list memberships, messages, staff entry and sign-in. Where the kept record is blank, the other one fills it in. Where both have a value, the kept record wins. The other record is removed, and this can't be undone.

If a staff member changed someone's email, or merged records with giving, and that person is then invited, their sign-in gets a record of its own, not the one with their giving. An admin or Finance can merge the two. This keeps anyone who can't see giving from pointing a sign-in at someone else's gifts.

Someone left, or shouldn't be here

When someone leaves the church, edit them and set their status to Inactive. That keeps their history and their giving statement whole.

Remove from the list at the bottom of Details is for a record that shouldn't exist, like a test or an import mistake. It deletes their attendance, check-ons and serving seats, and can't be undone. Trellis won't remove someone who:

is you
has giving on record (mark them Inactive instead)
is on a group roster (take them off first)
is an admin (change their role in Team first)
signs in, unless you're an admin, and then it ends their sign-in here too

Still stuck? Ask Silas