Step # 5 - Adding Attendees to Meetings

Click "Add somebody to this list" and enter the first and last name of the individual and click, "Search the database."

  1. Attendance List = Those with a check-mark are people who attended the meeting
  2. NSS Stats = Enter the total stats for each category for this particular meeting type:
    • Volunteers = total number of volunteers worked at this meeting
    • Volunteer Hours - total number of volunteer hours worked at this meeting
    • Meals Served = total number of meals served at this meeting
    • Snacks Provided - total number of snacks provided at this meeting
    • Persons Transported = total number of individuals requiring transportation to/from this meeting
    • Gifts Distributed = total number of gifts distributed at this meeting
  3. Anonymous Attendees = In this area you have the capability to filter by "Show all Corps Members" and "Only show people who are actively involved with this meeting type."
  4. Toggle between 'Show all corps members' and 'Only show people who are actively involved with this meeting type (And anybody who is already marked as attending).'
  5. View/Record Stewardship = This section allow the user to go in and view or record stewardship giving for a household or individual. See instructions for
  6. Record Seekers = This section allows the user to go in and associate 'seekers' to this meeting.
  7. Add somebody to the list = This section allows the user to go in and quickly add new people to the list of attendees. NOTE: By clicking the selection above, Show All Corps Members, you can easily add individuals to the meeting. Point your mouse to this box and click to open up the below pop-up screen:
    • First Name = enter the first name of the individual
    • Last Name = enter the last name of the individual
    • Click Search the database  

If the individual is NOT located, the following pop-up box appears:

Click Yes, to proceed to the next screen:

  • Enter the criteria. NOTE: First Name, Last Name and Birth Date are required fields.
  • Click Save.
  • The individual then populates to the Attendance List.
  • If the individual IS located, the following pop-up box appears, click Select Person.
  • If your search returns an individual with the same name, but is not the individual you are searching for, click New Person.

NOTE: If you have made any changes, please be sure to save your work.