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BVCMS
Documentation Home
Index
Table Of Contents
People
Organizations
Search Builder
Blue Toolbar
Email and Texting
Search/Add
Contacts and Tasks
Extra Values
Summary Reports
Check-in
Online Registration
Finance
Miscellaneous
Administration
API
Sample
Welcome to BVCMS Documentation!
¶
People
¶
Add a New Family Member
Step 1
Step 2
Step 3
Address Verification
To edit an existing address:
When creating a new people record:
What do you do when the USPS verification does not find the address?
Assigning Tasks
View
the
video
How
to
Create
Tasks
View
the
video
Accepting
and
Completing
Tasks
Background Checks
Step 3
Baptism Anniversaries
Church Membership
Church Membership Process
POF for Membership
POF not for Membership
Letter
Statement
Statement Requiring Baptism
Canceled
Unknown
Completing the Membership Process
Baptisms
New Member Class
Frequently Asked Questions
Deceased Members
How to Flag a Record as Deceased:
Step 1
Step 2
Step 3
These changes will occur automatically:
Decision Types
Do Not Publish Phones
Entry Point, Origin and Interest Point
Interest Point
Is Member of Another Church
Family Page
Family Relationships
Read
more
about
adding
a
person
to
an
existing
family
Read
more
about
moving
a
person
to
a
new
family
To add a family relationship:
Step 1
Step 2
Step 3
Step 4
To remove a family relationship:
Step 1
Step 2
A word about descriptions:
Find Duplicates
NOTE:
This article below is outdated
and will be revised soon. However, the simple instruction is to look under
Admin > Batch Actions and click Find Duplicates
. After this completes, select
Admin > Reports and click on Duplicates Find Result
. 4/17/14 kew
How to delete a person
Join By Letter
Join By Statement
Join By Statement Requiring Baptism
Statement Requiring Baptism for membership in the church.
How to add a Member Status of “Regular Attender”
Membership - Miscellaneous Notes
Membership - New Member Class
Membership (Decision) Requiring Baptism
Membership Documents
Merging Duplicates
Move Person to New Family
Step 1
Step 2
Step 3
Step 4
My Tags
New Contactee
New People Manager
New Person Data Entry Tasks
New Person Data Entry Task
Just Added Member Status
But let’s break it down further…
Learn
more
Learn
more
Learn
more
People ID Numbers
People Search / Find
:ref:`Learn more about Status Flags <StatusFlags>`**
Learn
more
about
Search
Builder
Learn
more
about
the
Target
Person
Tab
Learn
more
about
Quick
Search
Person Page
Member Tab
Person Page Tabs
Street Address
Email address
Campus
Family Position
Member Status
Status Flag Badges
Toolbar
Family Members
Tabs
Personal:
Involvement:
Profile:
Growth:
System:
POF For Membership
POF Not For Membership
Position in Family
There are three types of family positions:
Primary Adult:
Child:
Secondary Adult:
To change the Position:
Step 1
Step 2
Step 3
Head of Household:
Read
more
about
Related
Families
Protect My Ministry: Request a Background Check
To Request a Background/Credit Check:
Step 1
Step 2
Step 3
Step 4
Completed Background/Credit Check
Quick Search
Learn
more
about
People
Search
/
Find
Learn
more
about
Organization
Search
/
Manage
Status Flags
Purpose
Learn
more
about
our
original
use
of
Status
Flags
How Status Flags Work
Learn
more
about
Protected
Status
Flags
Where Do You Find Status Flags
Admin > Settings
:ref:`Learn more about the Admin > Settings <Setting_Index>`**
Saved Searches
Tags
Create
a
Tag
from
Manage
Tags
Page
**Learn
how
to
create
a
Track
Birthdays Tag**
?Learn
how
to
use
Tags
to
Add/Remove
from
Organizations
Home
Page
help
articles
Tasks
**Read
about
Assigning Tasks**
**View
the
video
about
Assigning
Tasks**
**View
the
video
about
Accepting
and
Completing
Tasks**
Step 4
What about the Delegate (person assigned the Tasks)?
Read
about
Accepting
and
Completing
Tasks
More
Home
Page
help
articles
To read about Tasks in general -
See
Tasks
Upload Pictures and Remove Pictures
Existing Picture
Removing Pictures
Volunteer Application Review
How to Upload a PDF file
Step 1
Step 2
Step 3
Step 4
Step 5
Questions about Volunteer Application documents:
1. Can I upload more than one document per person?
2. How can I remove a document that is no longer needed or that gets uploaded to the wrong person’s page?
3. I have existing documents that do not have file names. Can I add a name to the document?
4. Can I rename a document after I have uploaded it?
Organizations
¶
iPhone Attendance:
Active and Inactive Organizations
Add a New Guest
Add a New Organization Member
If the person has visited the class before
If you are adding Members to a new Organization or if the person has not visited the class before
Add Attendees from a Tag
Use Case 1:
Use Case 2:
How to Add Attendees from a Tag:
Step 1
Step 2
Step 3
Step 4
Add Transaction
Learn
more
Use Case 1:
Step 1
Step 2
Step 3
Use Case 2:
Step 1
Step 2
Step 3
Use Case 3:
Step 1
Step 2
Step 3
Add-Create New Organizations
To Add/Create a New Organization (note: you must have Edit role in order to add/create an Organization)
General tab
Attendance Tab
What does the message “Already a member of 5 (orgid) with same schedule” mean when I try to add someone to an Organization?
Annual Promotion
Step 1 -
Setup
Step 2 -
Prep
Work
Step 3 -
Promotion
Management
Step 4 -
Finalize
Promotion
Step 5 -
Notify
Parents
Step 6 -
Enrollment
Control
Report
Miscellaneous Info:
Class management:
Assign a Division to an Organization
How to Assign a Division to an Organization:
Attendance by Groups
Attendance by Groups Report
Attendance History
Attendance Percentages Report
Attendance Settings Tab
Attendance String
Attendance Types
Attendee Report
Class List
Convert to Search from a Meeting
Create a Meeting
#.
**One
organization**
How to Create Meetings for Multiple Organizations:
Step 1
Step 2
Step 3
Read
more
about
tips
for
Vacation
Bible
School
Facts about Meetings:
Create a New Division
How to create a new Division
Create Roll Sheets
To create roll sheets:
Delete Organization
Divisions
Dropping Church Members
How to Drop a Church Member
:
Step 1
Step 2
Step 3
Step 4
Step 5
Drop types
Dropping Organization Members
Individually:
Drop All:
Drop using a Tag:
Email Attendance Notices
How to send the Email Attendance Notices:
Step 1
Step 2
Results:
Purpose of Attendance Notices:
How to change the Consecutive Absents Threshold:
Step 1
Step 2
Sample Attendance Notice:
Enrollment Control Report
To generate this report:
Step 1
Step 2
Step 3
Step 4
Use cases for the Enrollment Control Report:
Use case for the
Active Tag and Excel Export
features:
Enrollment Control Report iPhone/iPad
Use case:
To generate this report:
Step 1
Step 2
Step 3
Step 4
To Use:
Filter Org Members By Small Groups
There are 3 ways to filter:
Name Filter
Small Group Prefix Filter
Small Group Filter
Firefox - Printing Rollsheets
If you are using
Windows -
If you are using a
Mac
-
First, Second, or Third Time Attender Reports
General Settings Tab
Group Member Management
On the Group Member Management page you can perform the following tasks:
The Group Member Management page displays the following information about an org member:
Create New Group:
Step 1
Step 2
Step 3
Rename a Group:
Step 1
Step 2
Step 3
Delete a Group:
Step 1
Step 2
Step 3
Manage Groups:
Step 1
Step 2
Adding Group Members:
Step 1
Step 2
Step 3
Step 4
Removing Group Members:
Filtering for Group Members:
Filtering for those NOT in a specific group:
Filtering for those in one type of group but NOT in another type of group:
Managing Groups for an Individual:
Scenario A:
Scenario B:
Scenario C:
Groups Export
Use cases:
Guests/Absentees Contact Report
Guests/Absentees Report
In-Service Members
iPad Attendance Using your Browser
iPad Attendance (using your browser)
Use Case for the iPad Attendance:
Leader Types
Purpose of Leader Types for Organizations:
Examples of Leader Types:
Leaders Report
Main Fellowship Organizations
To set an Organization as Main Fellowship:
Step 1
Step 2
Step 3
Manage Organization Members
Moving people from one organization/roster to another for one of several reasons:
Promotion
Using the Management Page
Managing Prospects
What is a Prospect?
When is a person made a Prospect?
Who manages Prospects?
How is a person made a Prospect of a class?
How can I change a person from a Prospect to a Member of the class?
If they have visited-
To add a few prospects -
To change several prospects at one time-
?What happens if a Prospect attends the class?
Do Prospects’ names print on roll sheets?
Is there a way to find everyone who is a Prospect, regardless of the specific class for which they are a Prospect?
Once you no longer consider a person a Prospect, how can you remove them from the Prospect tab?
Can I look at a person’s record and see if they are a Prospect in an organization?
A final word about managing Prospects:
Manual Attendance
Step 1 Create the Meeting
Step 2 Record the Attendance
Meeting Attendance Report
Meeting Page
What do all these headings mean?
Meetings by Month Report
How to generate the report:
Step 1
Step 2
See
more
Reports
Meetings Report
Summary
Convert to Search Builder
Meetings Report Grid
Sample Meetings Report
Member Export
Member Info Export
More
Reports
Mission Trip Donation - Cash or Check (not online)
How do I handle cash or check donations for Mission Trips?
Step 1
Step 2
Step 3
Step 4
Results
`Learn more about online registration for Mission Trips in these articles <http://www.bvcms.com/Content/Keyword/Mission%20Trip>`__
.
Mission Trip Participants (Goers)
`View 9 minute Mission Trip Registration Video <http://youtu.be/CEbMyuwbM6o>`__
Step 1
Step 2
Step 3
Step 4
Step 5
https://
mychurch
.bvcms.com/OnlineReg/
123
?GoerID=
789
`Learn more about Mission Trip features in these help articles <http://www.bvcms.com/Content/Keyword/Mission%20Trip>`__
Mission Trip Registration Overview
View
9
minute
Mission
Trip
Registration
Video
Benefits for the Senders (Supporters):
Benefits for the Staff
Learn
how
to
set
up
a
Mission
Trip
Organization
Learn
more
about
the
Mission
Trip
Report
and
Export
Learn
how
to
record
a
cash
or
check
(i.e.
one
that
is
not
made
online)
donation
and
apply
it
to
a
Participant
Mission Trip Reports
Mission
Trip
Funding
Report
Moving Organization Members
Learn
more.
Newsletters
Off-Site Attendance
Online Organization Directory: Member or Family Options
Features of the Online Directory:
Requirement:
How to access the Directory:
My Data Users:
If you want to post the link, here is how to create the link:
What happens if a user who is not a member of the Organization tries to use the link?
Sample Member Directory:
Org Members Management for Promotions
To use Org Members Management for church promotion:
Step 1
Step 2
Step 3
Moving Students from one Division to another Division:
Option 1 - Create a Promotion Division:
Option 2 - Move Certain Classes Manually:
Miscellaneous Notes for Promotion:
Organization - Inactive Members
To Capture an Inactive Date (for future reference):
To Find Those to Make Inactive (using the Inactive Date on their record):
How to Make a Individual Member Inactive:
Organization Member Dialog
Member Data Tab
Attendance String
Learn
more
Member Type
Learn
more
Inactive Date
Learn
more
Enrollment Date
Learn
more
Pending Flag
Learn
more
Learn
more
Register Email
Fees
Learn
more
Learn
more
Groups Tab
Learn
more
Move
**Learn
more**
Organization Member Export
Organization Member Types
Leader Types and Attendance Types
Organization Page
Tabs
Toolbar
Buttons
Organizations and Organization Members
Attendance and Visitors
Other Management Menu
Miscellaneous Organization Features
Overview
Online Registrations
Organization Reports – Other Management Menus
Organization Schedules
To Add a Schedule
Step 1
Step 2
Step 3
To Add Multiple Schedules:
To Remove a Schedule
Step 1
Step 2
Searching by Schedule:
Organization Search / Manage
Organization Settings
Organization Structure Report
Prog/Div/Org Hierarchy Report
Organization Types
Some
possible Types for Organizations
would be as follows:
To create Organization Types: (must have Admin role)
If you want to assign a Type for several Organizations at one time:
Organizations with Multiple Schedules
Other Management Options and Roles Required
Parent/Child Organizations
Purpose:
Facts:
How to make the Parent/Child Association:
Use Case 1:
Use Case 2:
Pending Members
24 Hour Prayer Grid
Prayer Signup Registration
Printing Rollsheets
Printing rollsheets for an entire Division and Schedule:
Printing rollsheets for a single Organization:
Printing roll sheets by Small Groups:
Printing rollsheets for an entire Program (with or without a Schedule):
Printing rollsheets with a specific small group name displayed:
Printing Rollsheets for Rallies with the Parents
FAQs re rollsheets:
Programs
Programs, Divisions, and Organizations
Organizations
What is an Organization?
Let’s recap-
An Organization...
Programs
Divisions
Analogy:
How to create a new Program
How to create a new Division
How to assign Organizations to a Division
Main Division
Programs, Divisions, Organizations
This is the hierarchy of Program, Division and Organization -
This is an example -
To create a Program:
To create a Division:
Promotion - Finalize
Step 1
Step 2
Step 3
Step 4
Promotion - Notify (Communicate with) Parents
Mail:
Step 1
Step 2
Step 3
Email:
Promotion Management
Here is what the Promotion Management page looks like:
What do the stats mean on the sticky note?
Total at bottom
Checked Column
Total Column
Girls-Boys
High-Medium-Low
Promotion Management - Date of Birth:
Step 1
Step 2
Step 3
Promotion Management - Mixed:
Step 1
Step 2
Step 3
Promotion Mangement - Same Class:
Step 1
Step 2
Promotion Prep
Step 1
Step 2
Step 3
Step 4
Promotion Setup
Sample of Promotion Setup:
Rally Rollsheets - Parents
What is a Parent (rally mode) Rollsheet?
What does it look like?
How does it work?
Scenario 1:
How do I Print a Rally Rollsheet for a group of Organizations?
How do I Print a Rally Rollsheet for one Organization?
How do I Record Attendance using Rally Rollsheets?
Recent Absents Report
Where can you find this report?
:ref:`Read more about sending Email Attendance Notices <EmailAttendanceNotices>`**
Are there any Settings to change in order for this Report to work?
What is on the report?
What if I run the report for multiple Organizations (from Organization Search)?
What about In-Service, Homebound or Inactive members? Will they display on this report?
What about Organizations with Multiple Schedules?
Read
more
about
the
Recent
Absents
Report
2
Find
more
Reports
Recent Absents Report 2
Purpose:
Requirements:
How to run the report:
Step 1
Step 2
Report Results:
Reminders:
Recent Attendance Report
Recording Attendance
Important note about Enrollment Dates and Recording Attendance:
Attendance can be recorded in one of several ways:
Scanning:
FAQs re Scanning:
Hardware for scanning rollsheets:
Recording Headcount Attendance
To record a Headcount:
Removing Previous Enrollments
Reset New Visitor Days
Questions:
What is the purpose of this setting?
Where can I create this setting?
Does this affect the 1st Time Attenders Report (under Reports on the main menu)?
Does anything else affect the Attend Type for Visitors?
Rollsheets with a Small Group
Here’s how to do this:
There are a couple of things to note:
Roster Report
Security Role for a Private Organization
Use Case:
Setting up a Mission Trip Organization
Learn
more
about
the
special
features
for
Mission
Trip
Registrations
Step 1
Step 2
Settings > General
Settings > Attendance
Settings > Registration
Settings > Fees
Settings > Questions
Settings > Messages
Step 3
Learn
how
to
record
a
cash
or
check
donation
and
apply
it
to
a
Mission
Trip
Participant
Learn
more
about
online
registration
settings
Learn
more
about
Register
Links
Small Group Finder Overview
Organizations that Are Displayed in the Small Group Finder
Multiple Small Group Finders
Each Small Group Finder has 4 parts:
How to Display the Small Group Finder on your Website
Small Group Finder Step 1 - Create the Organizations
Create the Organizations
Create Extra Values on each Organization
Put the Organizations in the same Division
Map
Format Descriptions
Tracking Attendance for Small Groups
Small Group Finder Step 2 - Create the Layout
Create the Layout
Sample:
First -
Next -
Small Group Finder Step 3 - Create the Gutter
Create the Gutter
First -
Next -
Small Group Finder Step 4 - Create the XML File
Create the Small Group Finder XML file
First -
Next -
Last -
Post the Small Group Finder on your Website
Special Types of Organizations
Ticketing Attendance
Recording Attendance by Name
Step 1
Step 2
Step 3
Step 4
Step 5
New Guests Not Found
Using Barcodes with Ticketing Attendance
Barcode Email Replacement Code
Recording Attendance with Scanner
Step 1
Step 2
Step 3
Step 4
Sample screenshots:
Select Meeting Requirements
Successful
Not Enrolled
Already marked present:
Person not found:
Link from Ticketing Attendance:
Meeting page:
Transaction History
Update Members
Drop Members
Change Enrollment Date
Change Member Types
Assign an Inactive Date
Update Organization Member
Learn
more
Learn
more
Vacation Bible School Follow-up
Here are a few suggestions for follow-up:
Visitation Blitz
Read
more
about
Search
Builder
Email ‘Thank You’
Read
more
about
targeted
email
Assign Tasks
Read
more
about
Assigning
Tasks
Volunteer Calendar
To move individuals:
To move groups of people:
To
remove
a person’s
commitments:
To Manage Volunteer Commitments:
Step 4
After the calendar is filled you should notify everyone using Emails Reminders
Other Options
Weekly
Get Sub Feature
Member Type - VIP or Volunteer
Search Builder
¶
Convert to Search (Buttons and Links)
People Search:
Meeting Page:
Contact Search:
Decision Summary Report:
Find 1st time, 2nd time, 3rd time Visitors
First Time Attenders
Super Condition to the rescue!
First Time Givers
Has Managed Giving
Search Builder - Miscellaneous Tab
Has Optouts for Email
Search Builder Miscellaneous Tab
Search Builder Facts and Tips
Facts:
Tips:
Search - Group
Recent Attend Type
Search Builder - Attendance Tab
Saved Searches
How to Save a New Search
Step 1
Step 2
Step 4
How to Run a Saved Search
Step 1
Step 2
Step 3
Other Options:
Filter:
Sort:
Edit:
Delete:
Search - Address
Search Builder Contact Info Tab
Search - Address Line 2
Search Builder Contact Info Tab
Search - Age
Search Builder Personal Tab
Here are the comparison options:
Search - Attend Member Type as of
Search Builder Attendance Tab
Use Case:
Search - Attendance Count History
Search Builder Attendance Tab
Search - Attendance Percent
Search Builder Attendance Tab
Search - Attendance Percent History
Search Builder Attendance Tab
Search - Attendance Type as of
Search Builder Attendance Tab
Search - Bad Address
Search Builder Contact Info Tab
Search - Baptism Date
Search Builder Church Status Tab
Search - Baptism Scheduled Date
Search Builder Church Status Tab
Search - Baptism Status
Search Builder Church Status Tab
Search - Baptism Type
Search Builder Church Status Tab
Search - Birthdate
Search Builder Personal Tab
Search - Birthday
Search Builder Personal Tab
Search - Building Checkin by Activity
Search Builder Attendance Tab
Search - Building Checkin by Date
Search Builder Attendance Tab
Search - Campus ID
Search Builder Church Status Tab
Search - Cell Phone
Search Builder Contact Info Tab
Search - Christ as Savior
Search Builder Growth Tab
Search - Contribution Amount History
Search Builder Miscellaneous Tab
Search - Contribution Change
Search Builder Contributions Tab
Search - Contribution Change
Search Builder Miscellaneous Tab
Search - Contribution Options
Search Builder Church Status Tab
Search - Country
Search Builder Contact Info Tab
Search - Created Date
Search Builder Miscellaneous Tab
Search - Days After Nth Visit w/Date Range
Search Builder Attendance Tab
Search - Days Between 1st and 2nd Attendance
Search Builder Attendance Tab
Search - Days Since Contact
Search Builder Growth Tab
Search - Days Until Anniversary
Search Builder Personal Tab
Search - Days Until Birthday
Search Builder Personal Tab
Search - Deceased Date
Search Builder Personal Tab
Search - Decision Date
Search Builder Church Status Tab
Search - Decision Type
Search Builder Church Status Tab
Search - Do Not Call
Search Builder Contact Info Tab
Search - Do Not Mail
Search Builder Contact Info Tab
Search - Do Not Publish Phones
Search Builder Contact Info tab
Search - Do Not Visit
Search Builder Contact Info Tab
Search - Drop Date
Search Builder Church Status Tab
Search - Drop Type
Search Builder Church Status Tab
Search - Duplicate Emails
Search Builder Miscellaneous Tab
Search - Duplicate Names
Search Builder Miscellaneous Tab
Search - Email Address
Search Builder Personal Tab
Search - Email Address 2
Search Builder Personal Tab
Search - Email Recipient
Search Builder Growth Tab
Search - Employer
Search Builder Personal Tab
The Comparison Options are:
Search - Entry Point
Search Builder Growth Tab
Search - Envelope Options
Search Builder Church Status Tab
Search - Family Has Children
Search Builder Personal Tab
Search - Family Has Children Aged
Search Builder Personal Tab
Search - Family Has Children Aged Range
Search Builder Personal Tab
Search - Family Has M/F Children Aged Range
Search Builder Personal Tab
Search - Family Has Primary Adult Church Member
Search Builder Family Tab
Search - Family ID
Search Builder Personal Tab
Search - First Name
Search Builder Personal Tab
Search - Gender
Search Builder Personal Tab
Search - Grade
Search Builder Personal Tab
Here are the comparison options:
Search - Has Balance in Current Organization
Search Builder Enrollment Tab
Search - Has Contacts
Search Builder Growth Tab
Search - Has Current Tag
Search Builder Miscellaneous Tag
Search - Has Incomplete Task
Search Builder Growth Tab
**Read
more
about
Tasks**
Search - Has Invalid Email Address
Search Builder Contact Info Tab
Search - Has Lowercase Name
Search Builder Miscellaneous Tab
Search - Has Membership Documents
Search Builder Church Status Tab
Search - Has My Tag
Search Builder Miscellaneous Tag
Search - Has Parents
Search Builder Personal Tab
Search - Has Picture
Search Builder Personal Tab
Search - Has Related Family
Search Builder Personal Tab
Search - Has Task about Person
Search Builder Growth Tab
Read
more
about
Tasks
Search - Has Visited Current Organization
Search Builder Attendance Tab
Search - Has Volunteer Applications
Search Builder Enrollment Tab
Search - Home Phone
Search Builder Contact Info Tab
Search - In Current Organization
Search Builder Enrollment Tab
Search - In Main Fellowship Class
Search Builder Enrollments Tab
Search - In One of my Organizations
Search Builder Miscellaneous Tab
Search - In Small Group
Search Builder Enrollment Tab
Search - Inactive in Current Organization
Search Builder Enrollment Tab
Search - Include Deceased
Search Builder Miscellaneous Tab
Search - Info Become a Christian
Search Builder Growth Tab
Search - Interest Point
Search Builder Growth Tab
Search - Interested in Joining
Search Builder Growth Tab
Search - Is Current Person
Search Builder Miscellaneous Tab
Search - Is Head of Household
Search Builder Personal Tab
Search - Is Inactive Member Of
Search Builder Enrollments Tab
Search - Is Member Of
Search Builder Enrollments Tab
Search - Is Pending Member Of
Search Builder Enrollments Tab
Search - Is Top Giver
Search Builder Miscellaneous Tab
Search - Is Top Pledger
Search Builder Miscellaneous Tab
Search - Is User
Search Builder Miscellaneous Tab
Search - Join Date
Search Builder Church Status Tab
Search - Join Type
Search Builder Church Status Tab
Search - Kids Recent Attendance Count
Search Builder Attendance Tab
Search - Last Name
Search Builder Personal Tab
Search - Leaders Under Current Org
Search Builder Enrollment Tab
Search - Letter Requested Date
Search Builder Church Status Tab
Search - Letter Status
Search Builder Church Status Tab
Search - Made Contact Type As Of
Search Builder Growth Tab
Search - Maiden Name
Search Builder Personal Tab
Search - Marital Status
Search Builder Personal Tab
Search - Medical Length
Search Builder Misc Tab
Search - Meeting ID
Search Builder Attendance Tab
Search - Member Any Church
Search Builder Growth Tab
Search - Member of Org with Campus
Search Builder Enrollment Tab
Search - Member of Org with Schedule
Search Builder Enrollments Tab
Search - Member Status
Search Builder Church Status Tab
Search - Member Type As Of
Search Builder Enrollments Tab
Search - Member Type Codes
Search Builder Enrollments Tab
Search - Members Under Current Org
Search Builder Enrollment Tab
Search - Middle Name
Search Builder Personal Tab
Search - Need Attendance
Search Builder Recent Attendance Tab
Search - New Church
Search Builder Church Status Tab
Search - New Member Class Date
Search Builder Church Status Tab
Search - New Member Class Status
Search Builder Church Status Tab
Search - Nick Name
Search Builder Personal Tab
Search - Number of Checkin Visits
Search Builder Miscellaneous Tab
Search - Number of Family Members
Search Builder Personal Tab
Here are the comparison options:
Search - Number of Memberships
Search Builder Enrollment Tab
Search - Occupation
Search Builder Personal Tab
The Comparison Options are:
Search - Org Inactive Date
Search Builder Enrollment Tab
Search - Org Join Date
Search Builder Enrollment Tab
Search - Org Join Date Compare
Search Builder Enrollment Tab
Search - Origin
Search Builder Growth Tab
Search - Parents Only
Search Builder Miscellaneous Tab
Search - Pending in Current Organization
Search Builder Enrollment Tab
Search - People Extra Value Code
Search Builder Miscellaneous Tab
Search - People Extra Value Data (Text)
Search Builder Miscellaneous Tab
Search - People Extra Value Date
Search Builder Miscellaneous Tab
Search - People Extra Value Field
Search Builder Miscellaneous Tab
Search - People Extra Value Integer
Search Builder Miscellaneous Tab
Search - People ID
Search Builder Personal Tab
Search - People IDs
Search Builder Miscellaneous Tab
Search - Please Visit
Search Builder Growth Tab
Search - Position in Family
Search Builder Personal Tab
Search - Previous (Former) Church
Search Builder Church Status Tab
Search - Previous Member in Current Organization
Search Builder Enrollment Tab
Search - Primary State
Search Builder Contact Info Tab
Search - Protect My Ministry - Check Status
Search Builder Growth Tab
Search - Receive SMS (texts)
Search Builder Contact Info tab
Search - Recent Attend Count
Search Builder Recent Attendance Tab
Search - Recent Attend Member Type
Search Builder Attendance Tab
Search - Recent Attendance Count by Attendance Credit
Search Builder Attendance Tab
Search - Recent Bundle Type
Search Builder Misc Tab
Search - Recent Contact Ministry
Search Builder Growth Tab
Search - Recent Contact Reason
Search Builder Growth Tab
Search - Recent Contact Type
Search Builder Growth Tab
Search - Recent Contribution Amount
Search Builder Miscellaneous Tab
Search - Recent Contribution Count
Search Builder Miscellaneous Tab
Sample search for those with no contributions:
Search - Recent Decision Type
Search Builder Church Status Tab
Search - Recent Email Count
Search Builder Growth Tab
Search - Recent First Time Giver
Search Builder Miscellaneous Tab
Search - Recent Individual Contributions
Search Builder Miscellaneous Tab
Search - Recent Join Church
Search Builder Church Status Tab
Search - Recent New Visit Count
Search Builder Attendance Tab
Search - Recent Non-Tax Deductible Amount
Search Builder Miscellaneous Tab
Search - Recent Non-Tax Deductible Count
Search Builder Miscellaneous Tab
Search - Recent Org Join Date (Days Ago)
Search Builder Enrollment Tab
Search - Recent Pledge Amount
Search Builder Miscellaneous Tab
Search - Recent Pledge Count
Search Builder Miscellaneous Tab
Search - Recent Registration Type
Search Builder Enrollment Tab
Search - Recent Visit Number
Search Builder Attendance Tab
Search - Recently Created
Search Builder Miscellaneous Tab
Search - Record Created By User
Search Builder Miscellaneous Tab
Search - Reg Active Other Church
Search Builder Miscellaneous Tab
Search - Registered for Meeting ID
Search Builder Attendance Tab
Search - Registration, Interested in Coaching
Search Builder Miscellaneous Tab
Search - Resident Code
Search Builder Address Tab
Search - Saved Search
Search Builder Miscellaneous Tab
Search - School
Search Builder Personal Tab
The Comparison Options are:
Search - Send Email Address 1
Search Builder Contact Info Tab
Search - Send Email Address 2
Search Builder Contact Info Tab
Search - Status Flag
Search Builder Church Status Tab
Search - Title
Search Builder Personal Tab
Search - User in Role
Search Builder Miscellaneous Tab
Search - Volunteer Application Status Code
Search Builder Enrollment Tab
Search - Volunteer Approval Code
Search Builder Enrollment Tab
Search - Volunteer Processed Date Months Ago
Search Builder Enrollment Tab
Search - Was Member As Of
Search Builder Enrollment Tab
Search - Wedding Date
Search Builder Personal Tab
Search - Widowed Date
Search Builder Personal Tab
Search - Work Phone
Search Builder Contact Info Tab
Search - Zip
Search Builder Contact Info Tab
Search Builder
Convert to Search
Conditions:
Oldies, but (maybe) still goodies
Search Builder - Visit Date Nth Time
Search Builder Attendance Tab
Caveat
Search Builder Personal Tab
Search- City
Search Builder Contact Info Tab
Toggle Person Tab
Learn
more
about
the
options
in
the
Welcome
drop
down
menu
Learn
more about
Search Builder
Blue Toolbar
¶
Compact Directory
Contact Report
To
sort the report by address
Step 1
Step 2
Step 3
Directories
Online Directories for Organizations
Directories under Reports on Toolbar
Export Members to Excel
Export to Excel
Possible Uses:
Information included in the export:
Family Directory
To generate a Family Directory:
Family Directory, Word Merge Document
Family Export
Labels - Family and Group By Address
Family Labels
Family Label for couple with no children:
Family Label for a couple with children:
Family Label for a child who is the Head of Household because there is no one else in the family in the database:
Family Label for a child who is the Head of Household but has other siblings (but no Primary Adult) in the family in the database (in this case, Grace is the oldest of the 2 children):
Group by Address Labels
Read
more
about
Avery
Labels
Picture Directory
To generate a Picture Directory:
Printing Avery 5160 Labels
Alignment for Avery Labels
Read
more
about
Labels
Status Flag Export
Learn
more
about
Status
Flags
Toolbar
Email Parents
SMS:
Excel Pictures
Excel Update
Excel Bulk (csv)
Excel Library
Status Flags Export
Extra Values Export
Member Export
Groups Export
Promotion Export
Reports:
Inreach/Outreach and Inreach/Outreach with Form
Contact Report
Weekly Attend
Involvement
Family Report
Picture Directory
Family Directory
Compact Directory
Rollsheet Report
Registration Report
Main Fellowship Att
Children
Other Churches
Worship Att
Member Info Export
Labels
Click
HERE
for more about
Family
and
Group By Address
labels.
Roll Type Labels
Bar Code Labels
Name Labels (with phone)
Name Labels
Avery Labels 3
Avery Address (PDF)
Avery Address (Word)
Avery Employer
Tag
Add All
Remove All
Other
Add Contact
Add Tasks
Add Extra Values
Word Merge Picture Directory
Email and Texting
¶
Schedule Email
How to Schedule an Email:
How to Cancel a Scheduled Email:
Composing Send Links in an Email
The difference between RegisterLinks and SendLinks:
When would I want to use a SendLink?
BVCMS has 2 types of Send Links
Composing VoteLinks in an Email
Learn
more
about targeted
emails
Learn
more
about
RSVP
Links
**Learn
more
about
Register
Links**
Create Account for My Data users
Online Registration for an Event
Use the Forgot Password / Create Account link
Email a link
Email Details
Link Tracking - See Details
Email Content - View HTML Source
Query Recipients - Convert to Search
Transactional Emails
Body of the Email
Tracking
Learn
more
about tracking
emails
Recipients
Email Drafts
Step 2
Email Management
Filters
Email List
Email Details
More Email Management Tools
Email on Behalf of Another User
Here’s how to set that up:
Step 1
Step 2
Step 3
Step 4
To remove permissions to email on behalf of a user:
Step 1
Step 2
Here’s what the user will see when they want to email for another user:
Tracking Emails Sent on Behalf of Another User
Step 1
Step 2
Email Optout
Step 1
Step 2
Step 3
To
remove an Optout
Email People
Email Replacement Codes
* Some of these can be placed in the Admin > Special Content
Regular Emails
Special Use Cases for Regular Emails
Use Case 1:
Use Case 2:
Online Registration Confirmation
Online Registration Reminder Email
VoteLink
NewUserEmail*
Confirmation for a Pledge
Confirmation for OnlineGiving
Existing CreateAccount Confirmation
New Create Account Confirmation
Confirm Manage Subscriptions: OneTimeConfirmation*
Confirm Manage Pledge (no way to edit as of now)
Extra Donation Confirmation - place in the body of the normal confirmation like so:
DiffEmailMessage* or NoEmailMessage*
Email Templates - Admin
What an Admin should know:
Empty Template
Basic Template
Newsletter Template
How do you get started editing and creating Templates?
What do I need to know about creating email templates?
Email Templates and Roles
Existing Roles
Create New Roles
Email Templates - Users
What will I see when I send an email?
Failed Email Notices
The Bounce List
The Spam Report List
Mass Email Policy
Not a Burden, a Responsibility
How to Unblock an Email on these lists.
Manage Emails
Parent/Child Organizations - Emailing
Public Emails
Received Emails
Getting Started with Twilio
Step 1
Step 2
Step 3
Step 4
If you do not want to receive calls or texts on your Twilio number:
RSVP Links
To create an RSVP Link:
Sending Emails
Sending Targeted Mass Emails
Perfect for:
Sending Texts via BVCMS
How to Send a Text
Step 1
Step 2
Step 4
Tracking Texts
Sent Emails
Texting from BVCMS
Step 1
Step 2
Step 3
Step 4
Benefits of using the Twilio integration
Texting: Opt-In
Flag to Receive Texts
Email Replacement Code
RegisterLink
Tracking Emails
Learn
more about
Email
Details
Track Opens
Track Links
Twilio Management
To Create a Group:
To Add Users:
Unsubscribe Link
Upload Files for sending via Email
Caveats
Instructions
Search Add
¶
Add New Family
Add New Family
Add New Person - to a new database
Add to Existing Family
Commit and Add
Menu Add People
Search Add Dialog
Search Work Flow
Search Add Family Results
Search Add Results
Search For a Family
Search For a Family
Results
Search For a Family
Results
Search For an Individual Person
The dialog box starts with a simple search form:
Search Results
Search for and Add People
Places to Add People
Search Add Workflow
Where is the Add button?
Search-Add New Person
Selected Names
Contacts And Tasks
¶
Accepting and Completing Tasks
Add a Contact
How to record the results of a contact that has been made -
Contact
Contact Search Page
Other options:
Click the links below to read more about Contacts:
Contacts
NOTE: The following do NOT yet reflect the changes in the new UI.
Tracking Tasks and Contacts
What if you are not the Owner of the Task, but are responsible for the Tasks created by someone else for your ministry? How can you see which Tasks are incomplete and who they were assigned to?
How can you find a list of people who are supposed to be contacted and have an incomplete Task about them?
Extra Values
¶
Confidential Comments
Extra Value - Parent
To add this Extra Value to a child’s record:
Extra Values Settings
To Delete Extra Value Fields
Standard Extra Value Fields
Standard Extra Values (a technical explanation)
For each Standard Extra Value the following attributes are available:
The Types available are:
A few more important points:
Summary Reports
¶
Decision Summary Report
Reports
Attendance
Church Membership - Contributions
Finance - Contributions
People - Organizations
Standard Extra Value Fields
Vital Stats
Counts for past 7 days
Contributions
Week At A Glance Report and Average Week At A Glance Report
Week At A Glance Specs
Worship Att Report
What is on the report:
Requirements:
Worship
Main Fellowship
How to run the report:
Other Reports for Worship:
:ref:`Read more about Reports in BVCMS <Reports>`**
Checkin
¶
Building Checkin
BuildingCheckin-recreation.xml
Building Checkin Process
How the process works (see screenshots at end of article)
If the guest is not in the database
If a person (member or guest) does not have a picture
Miscellaneous
Screenshots
Checkin - Add New Family
Add New Family at a Kiosk or Using an iPad:
If you need to add another person to the family:
Checkin - Add to Family
Add to a family:
Checkin - Choose a Family
Checkin - Choose Class
Selecting a Class to Visit:
How Can I View All Classes:
Checkin - Edit Record
To Edit a Record:
The following fields are editable in Checkin:
The following fields are optional, based on what is selected at Setup:
Checkin - Getting Started
Decide on the hardware
Clean up your Data
Communicate! Communicate! Communicate!
Now
read
about
how to get your Organizations ready for checkin.
Checkin - Magic Button
On what screens does the Magic Button appear and what does it activate?
Checkin - Search by Name
How to Access the Name Search:
Searching by Name:
Other Variations of Searching by Name:
Checkin - Take Picture
Take Picture at a Kiosk (webcam):
Take Picture on an iPad:
Checkin Activity
Checkin Admin PIN for PC and iPad Checkin.
Enter Admin PIN and Timeout Seconds:
Enter Admin PIN Popup:
Checkin Allergy Label
Step 1
Step 2
Step 3
Step 4
Check-in Articles
How to Get Started:
How Does it Work:
Miscellaneous:
Checkin Control Report
To Run the Checkin Control Report
Use case:
The Report:
Checkin Downloads
Checkin Label Codes
Step 1
Step 2
Step 3
Step 4
Step 5
Label Codes:
Extra~100
Guest~100
Location~100
Main~100
NameTag~100
Security~100
Extra~200
Guest~200
Location~200
Main~200
NameTag~200
Security~200
Checkin Labels
Label Descriptions and Samples
Labels for Organization
Members:
Labels for
Guests/Visitors
:
Exceptions:
Checkin Process
Checkin Using Touchscreens
Click
here
to see how to get an Organization set up for Checkin.
Dymo Printer Settings for Check-In
Extra Value - Pin
To add this Extra Value to a person’s record:
Hardware List
Hardware List for Child Checkin
NOTE: We have just added the ability to use any type of label printer - not just the listed below. Those two are printers that we have tested and used. We are no longer recommending the Datamax printers as they print very slowly.
NOTE: This article reflects changes to the checkin software that were published the week of 12/9/2012.
Installing Checkin
Uninstall previous version
Install the new version
iPad Attendance Using BVCheckin App
iPad Checkin (using the BVCheckin app)
Getting your iPad set up for checkin:
Setting your PC as a print server for the iPad checkin:
How does BVCheckin work?
Use case for iPad Checkin:
Login Settings for Checkin
Startup Settings for Checkin
Now let’s look at the series of checkboxes. On the iPad App, these are On/Off toggles.
Organization Settings for Checkin
Printer Settings for Checkin
Printing labels from iPad Checkin
Printing Labels from Multiple Kiosks using Checkin
On the Kiosks-
How does the label printing work?
Take and Upload Pictures
To Take and Upload a Picture Using Check-in:
To Take and Upload a Picture Using iPad Check-in:
To Take and Upload a Picture Using an iPhone or Android:
Testing Checkin
Testing Checkin
Common Mistakes when Testing:
Miscellaneous Notes:
Weekly Schedules
Self-Checkin:
Other Attends:
What about recording attendance for those non-weekly organizations?
A word regarding future meetings:
FAQs
Points to remember:
What about Key FOB scanner support?
Here are the Zebra Printing Preferences Dialog screens
Online Registration
¶
Creating a ‘User Selects Organization’ or ‘Compute Org by Birthdate’ Registration
User Selects Organization
Here is what you set on the Master Organization:
Here is what you set on the individual Organizations (those in your pick list):
Compute Org by Birthdate Registration
Messages Settings Tab
Using Coupons for Discounts or Scholarship
Composing Register Links in an Email
RegisterLink
Learn
more
about
Vote
Links
Coupons
Creating a coupon:
Using a coupon:
Viewing the Coupon List
The list contains the following information:
The list will display the most recent 200 coupons. However, it can be filtered by any combination of the following:
Once the list is filtered, you can export it to Excel.
FAQs
Creating a Basic Registration
Step 2
Step 3 Try Registration
Creating a Basic Registration Continued
Ask Request
Yes / No Questions
Dropdowns
Checkboxes
Confirmation
Default Shell for Online Registrations
Extra Donation Option for Online Registrations
Fee Settings Tab:
Manage Subscription Registration
Step 1
Step 2
Step 3
Step 4
Notes about your newsletters
Messages Settings - Reminder Email
How to create the Reminder:
How to send the Reminder:
Why do I need this:
FAQs:
Online Registration
Online Registration Checkboxes
Here’s how to create checkboxes:
Here’s how to create a checkbox header:
On Settings-Questions tab:
On the Registration:
Online Registration FAQ
How can I find out the
name of the church
a registrant attends?
Can a person change their selection/group (from a checkbox or dropdown selection) once they have completed their registration?
Can you send different confirmation emails to different small groups within an Organization?
Online Registration Settings
General:
Attendance:
Registration:
Fees:
Questions:
Messages:
Questions Settings Tab:
Registration Report
Registration Settings Tab
Sample Registration for Vacation Bible School Workers
:ref:`Read more about Manage Org Members <OrgMembers_Index>`**
:ref:`Read more about setting up a basic online registration <CreatingBasicRegistration>`**
Shirt Sizes
Vacation Bible School (VBS) Tips
Online Enlistment of Teachers / Workers / Volunteers
:ref:`Read more about VBS Worker Enlistment <OnlineRegistrationSampleVBS>`**
Online Registration for Children
:ref:`Read more about Manage Org Members <OrgMembers_Index>`**
:ref:`Read more about creating a Compute Org by Birthdate Registration <CreatingUserSelectsRegistration>`**
Recording Attendance: Rollsheets or Checkin?
Printing Rollsheets - Schedules
**Read
more
about
how
to
create
meetings
for
multiple
organizations**.
Registration on Day One of VBS
Miscellaneous Tips
Reports:
Read
more
about
Enrollment
Control
Report
Read
more
about
the
iPad
version
of
this
report.
:ref:`Read more about the Roster Extended Report <RosterReport>`**
Followup:
Read
more
about
VBS
Followup
Volunteer Management
Step 1
Register your potential volunteers in a Registration Org.
Step 2
Create the actual Volunteer org (this is where the volunteer calendar will be)
Step 3
Move those who have registered into the volunteer org and assign them to the calendar.
Step 4
After the calendar is filled you should notify everyone using Email Reminders
Other Options
Weekly
Get Sub Feature
Member Type - VIP
Miscellaneous Notes:
VoteLinks and RegisterLinks
RegisterLinks
Finance
¶
All Contributions (Search)
Text Boxes
Dates
Drop-down Menus
Export
Totals by Fund Report
Filters
Drop-down Menus
Date Range
Checkboxes
Further Options
Contributions Details
Exports:
Contribution Corrections
Learn
more
about
Returned
Checks
If the Bundle is Closed:
Step 1
Step 2
Step 3
Step 4
If the bundle is still open:
Step 1
Step 2
Step 3
FACTS:
Learn
more
about
the
Contributions
Process
See
more
Contributions
Articles
Contribution Process
Process the offering:
Record Contributions in BVCMS:
Step 1:
Step 2:
Step 3:
Step 4:
Contribution Statement Header and Notice
Contribution Statement Types and Envelope Options
Contribution Statement Types:
Envelope Options:
Contribution Statements
Posting Contributions:
Learn
more about
posting
contributions
Administrative Setup:
Learn
more about
the
Header
and
Notice
for
Statements
Learn
more
about
Statement
and
Envelope
Options
Mailing Contribution Statements:
Three Ways to Generate PDF Contributions Statements:
Individual
or
Family
Minimum Contribution Amount
Printing Check Numbers and/or Notes
Printing Non-Tax Deductible Contributions on Statement
Names on Joint Statements:
Frequency of Statements
Contribution Terms
Contributions Articles
General
Online Giving
Statements and Envelopes
Pledges
Contributions FAQs
Contributions: Bundle
Deposit Date
Total Cash, Total Checks , Total Coin
Fund
Step 4
Step 5
Contributions: Bundles
Online Bundles:
Contributions: Gifts-in-Kind
All Gifts-in-Kind as they relate to BVCMS have several things in common:
Examples of Gifts-in-Kind:
Contributions: How to Close an Open Bundle
To Close a Bundle:
Contributions: Non-Tax Deductible
What is a Non-Tax Deductible Contribution?
How do you flag an individual Contribution as Non-Tax Deductible?
Can a Non-Tax Deductible Gift be used to satisfy a Pledge?
What about including non-tax deductible funds in the list for online giving?
A word about online giving and online registration:
Exceptions:
Deposit Report
To generate the Deposit Report:
Step 1
Step 2
Donor Totals by Range Report
Envelope Numbers from a previous church management system or added as Extra Values
Export Donor Details
Export Donor Fund Totals
Export Donor Totals
Fund Edit
Fund Management
To Add New Funds:
Step 1
Step 2
Step 3
Step 4
Sort Column
To Close a Fund:
To Change the Default Fund:
Fund Total Report for a Bundle
To Generate the Fund Total Report:
Sample report:
**Read
more
about
Posting
Contributions in
general.**
Giving Tab
Contributions
Statements
Online Giving
GL Extract for Shelby Financials
Returned Checks
Learn
more
about
Reversals/Corrections
Step 1
Go to the individual’s people record and select Giving > Statements
Step 2
Step 3
Step 4
FACTS:
How Pledges Work in BVCMS
Import for Scanned Checks
Step 1
Note Regarding Bank Drafts:
Mailed Envelope Sets
For the Envelope File for Individual and Joint Envelopes:
For those who receive Joint Envelopes
Managed Giving
Drill down for more information
Non-Tax Deductible Gifts and Pledges
Gifts through a Foundation:
Sample Statement:
Gifts of Stock:
Sample Statement:
*Stock Gifts - how the donor determines the value:
Online Giving
Funds:
Merchant Account:
Organization for One-Time Giving:
Publicizing Online Giving and Recurring Giving:
Online Giving Confirmation Email
Online Giving Failure Notices
What to do when you receive these:
Pledges
Recording Pledges:
Now you are ready to enter the individual Pledges
Pledges and Contribution Statements
Reports for Pledges
Online Pledges
Step 1
Step 2
Here’s how it works behind the scenes:
Additional Pledges:
Here’s how if works for the person making the pledge:
If they do
not
login with their BVCMS username/password:
If they login with their BVCMS username/password:
Sample confirmation:
Samples for the Find and Options Instructions:
Q: Will a person be added as a member to the Organization I create for the pledges?
Q: Will the staff notification have the amount of the pledge in the email?
Q: Will the System Admin be able to see the pledge amounts in Manage Transactions?
Q: Does the church have to be using online contributions in order to benefit or use Online Pledges?
Pledge Fulfillment Report
To Run the Pledge Fulfillment Report
Pledge Report
Pledge Totals by Range for Fund Report
Post Bundle
Record (Post) Individual Contributions
To Post Individual Contributions by ID #:
Step 1
Step 2
Step 3
Step 4
Step 5
Post by Name Instead of by People ID #
Step 1
Step 2
Step 3
If the name is not found:
Step 1
Step 2
Step 3
Move Contribution to another Bundle
Step 1
Step 2
Step 3
Step 4
Step 5
Change Contribution Date for an Individual Contribution
Step 1
Step 2
Step 3
Step 4
Step 5
FACTS:
Split Contribution
Method 1 - Splitting contributions that are entered manually
Step 1
Step 2
Step 3
Step 4
Method 2 - Splitting contributions that for a scanned check file or for online giving
Step 1
Step 2
Step 3
Step 4
Statement Notice
Statements for Deceased Donors
For the deceased person -
You do not need to print a joint statement for a couple with a deceased spouse. However, if you decide to do that, here’s what you will need to do:
To Record Gifts-in-Kind:
Create a New Gift-in-Kind Bundle:
Enter the Gift-in-Kind Details:
Totals by Age Range Report
Totals by Range for Fund Report
Transactions Log
Action Buttons
Void:
Credit:
Adjust:
Filter
Description:
Name:
> Amount:
<= Amount:
Start Date and End Date:
Test Transactions:
Only Approved Transactions:
No Coupons:
Use Batch Dates:
Other Options
Export
Reconcile Report
Totals by Description
Totals by Batch/Description
Vanco Import for Online Giving
Preliminary Steps
New Setting
Funds
Import the Vanco file
Step 1
Step 2
Step 3
Step 4
Miscellaneous
¶
Basic Search Builder Searches
Videos
Person: Overview of BVCMS–Major Focus is on People
Business Card section:
Organization:
Prospects and Search Builder:
Checkin:
Checkin Labels:
Insert People Spreadsheet:
On-Line Registrations:
Tasks for Contacts and Just Addeds:
Contributions:
Email Management:
iPhone App:
Admin:
Coordinator Training:
Campus
To create the Campus IDs:
To assign a Campus to an Organization:
To assign a Campus for an Individual:
How the Campus gets set for new records:
Deploy BVCMS to a WebServer
This article provides a step-by-step guide to deploying BVCMS to a web server. This article will not work in all situations, but was successfully utilized in deploying BVCMS to a shared hosting account with WebWizHosting.
Step-by-Step
What About the Database?
New / Updated Documentation
Email Support
Help Documentation
How to find what you need:
Searching:
Home Page
Home Page Birthdays
How to populate your TrackBirthdays tag:
Can I host BVCMS on my own server?
Sure, but keep in mind these points:
What about third party hosting?
Isn’t it just that you want to make money?
I thought this was free. Why is there a pricing plan?
iPhone, iPad and Android Apps
Use Case for the original version of the App:
Use Case for the Attendance portion of the App:
Landing Pages
Other Articles
Search with Google
Landing Pages
Other Articles
My Involvement
My Searches
Online Meeting
Schedule a meeting on our calendar first.
Meeting Software (we use GoToMeeting.com)
Source Code Outline
CmsCheckin
CmsData
CmsPresenter
CmsWeb
CustomControls
ImageData
ScanUploader
TakeUploadPicture
UtilityExtensions
Third Party Components
The Header text on each page
That webinar has not been published yet, give us about a day to get it published
Webinar Schedule and Archived Recordings
Weekly Tasks
Membership:
Attendance:
Contributions:
Database:
Volunteers:
Welcome Drop Down Menu
Logout
Change your password
Learn
more
about
changing
your
password
Empty your Active Tag
Manage your Active Tag
Learn
more
about
Tags
Target Person Tab
Is ON
or
Target Person Tab Is Off
Learn
more
about
the
Target
Person
Tab
and
how
it
works
in
Search
Builder
Administration
¶
About
Accounts and Passwords
Active Records
Adding/Removing Members Using a Tag
Removing Members from an Organization Using a Tag:
Backup Plan
Batch Update Fields for a Tag/Query
Learn
how
to
Create
a
Tag
Use Case #1:
Step 1
Step 2
Step 3
Step 4
Use Case #2:
Step 1
Step 2
Step 3
Use Case #3
Batch Update Organization Settings
To Update Organizations:
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
NOTE:
The fields/columns that can be updated are:
Image of Batch Update Orgs page:
BVCMS News
Change Password
Church News
FAQ
First Steps with your new BVCMS Database
Support
Help Documentation
News
Settings
New People Manager
Church Address
AdminMail
Create People Records
Create User Accounts
Create Metro Zip List
Populate Your BVCMS Database
Videos and Webinars
Organizations and Attendance (Meetings)
Other Administrative Tasks
Contributions
Miscellaneous Items
Forgot Password (or Username)
Getting your BVCMS database ready for Texting
Step 1
Step 2
Step 3
Step 4
Insert People
IronPython Scripts for Extensibility
RegisterEvent
Python Language tips
Vital Stats
Last Activity Log
Lay Leaders as users on BVCMS
Org Leaders Only Role
Frequently Asked Questions
Why would using OrgLeadersOnly be beneficial?
Lookups
Step 1
Step 2
Step 3
Step 4
Metro Zips
Morning Batch
Here is how to set up the Morning Batch:
Sample query:
Sample Morning Batch python script
This is how you can have it run only a particular day of the week
Next Steps
BVCMS Overview
Preparing for Sunday
Recording Attendance for Sunday
Worship Service
Sunday morning classes
Capture Attendance for Members and Visitors:
View Attendance Numbers:
Communicate with Visitors and Absent Members:
Miscellaneous Tasks
Organization Management:
People Management:
Family Management:
Membership:
Contributions:
Org Leaders Only Toggle
Original Use of Status Flags
Learn
more
about
Status
Flags
Learn
more
about
the
Status
Flag
Export
Assimilation Use Case
Examples of Status Flag Searches:
Password Management Rules
Password Settings
Protected Status Flags
Learn
more
.**
To make a Protected Status Flag
Step 1
Step 2
Step 3
Resident Codes and Metro Zip Table
Search Users
Search
Settings Page
DefaultBundleTypeId
DefaultFundId
DefaultHost
DisplayNonTaxOnStatement
EnableBackgroundCheck
MaxExcelRows
MenuAddPeople
M_ID and M_Key
MinContributionAmount
MinimumUserAge
NewPeopleManagerIds
NotifyCheckinChanges
RegTimeout
RequireCheckNoOnStatement
RequireNotesOnStatement
ResetNewVisitorDays
ShowPledgeIfMet
StartAddress
StatusFlags
TransactionGateway
TZOffset
UseEmailTemplates
UseMemberProfileAutomation
UseStandardExtraValues
UseStatusFlags
x_login and x_tran_key
Special Content
StatementNotice
Welcome
Text Content
MemberProfileAutomation
StandardExtraValues.xml
VitalStats
Email Templates
Basic Newsletter Template
Basic Template
Empty Template
Saved Drafts
Tag People IDs
Step 1
Step 2
Step 3
Step 4
User Dialog
My Data Users:
Access:
OrgMembersOnly and OrgLeadersOnly:
Users And Roles
Users Page
Create a New User
Adjust roles for an existing user
Add a New Role
Role Definitions
Job Position Examples
Using a Custom Header in the new UI
Change the logo from bvcms to your own
Create a custom header above the menu
Two Examples of Custom Header
API
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Python Events
API OneTimeLoginLink
API-iPhone
http://www.bvcms.com/Public/BVCMSCheckinAPI.htm