Search and advanced search in ChurchSuite
Get to grips with searching in ChurchSuite using the search bar, advanced search and module search features!
In this article
Address Book - Search and Advanced Search
Children Module - Search and Advanced Search
Calendar Module - Search and Advanced Search
Small Groups Module - Search and Advanced Search
Rotas Module - Search and Advanced Search
Giving Module - Search and Advanced Search
Bookings Module - Search and Advanced Search
Using "Module" search
When in the Contacts section of the Address Book you can enter in the search bar any part of a contact's name, address, email, phone or mobile number and be presented with a list of contacts matching those details.
However it may sometimes be the case that you want to have a search based on other criteria, or search on several factors such as a contact's sex or location. In that case ChurchSuite's still got you covered! If you look to the left of the search bar you'll be able to click on 'Advanced' which will enable you to conduct more refined searches.
It may be that these criteria are still not extensive enough for your taste; never fear! If you go to the Module options, by clicking on the cog in the top right hand corner of the page, you'll be able to add Custom Fields. These will allow you to introduce new, fully-searchable criteria to your contacts.
Once created, you can use Advanced Search to search within your custom fields.
Advanced Search returns results within the contact "status" being viewed. So if you're viewing "Active" contacts, results will be returned matching only active contacts. This functionality also means that you can view your "Archived" contacts and Advanced Search will match results within your archived contacts (however you can't communicate to matching archived contacts - only active contacts).
The Children module works in virtually the same way as the Address Book. The main differences being that you can locate a child through the search bar by searching for a name, age, telephone number, mobile number, email or a parent's name.
Like the Address Book, Advanced Search opens up many more possibilities for creative searches, and, coupled with the option to create customisable Custom Fields fields, you're well on your way to searching in whatever manner suits you!
To search your Calendar module events go to "Calendar" > "Events". Using the search bar will allow you to locate an event based on the event name.
Using the Advanced Search will allow you to narrow down events based on criteria such visibility, sign-up, category and date range. Advanced search will search your future events by default. If you switch to viewing "Past" events, advanced search will return results matching within your past events.
Small Groups Module
To search amongst small groups go to "Small Groups" > "Groups". Using the search bar will allow you to locate a group based on its name.
Using the Advanced Search will allow you to narrow down small groups based on criteria such as location, frequency, day of meeting, time and cluster. It's also possible to introduce searchable Custom Fields through the Small Groups module settings (accessed via the cog wheels in the top right corner of the module). Advanced search will search your active small groups by default. If you switch to viewing "Archived" or "Future" groups, advanced search will return results matching within your archived or future groups respectively.
To search your Rotas module go to "Rotas" > "Rotas". Using the search bar will allow you to locate a rota, based on the rota name.
You can also search within your Ministries on the Ministries page.
You can also search within your ministry roles on the Roles page.
And then finally, you can search within the rota member unavailability on the Unavailability index page.
The Unavailability index page also includes an Advanced Search option that enables you to further search and filter unavailability based on criteria such as date range, rota member name and unavailability reason.
To search your Giving module givers go to "Giving" > "Givers". Using the search bar will allow you to locate a giver, based on the giver's name.
You can also search on the Donations index page - to search for donations by giver name; and, for UK churches, you can search for a Gift Aid Claim ID on the Claims index page.
Using the Advanced Search on the Givers page will allow you to narrow down givers based on criteria such as Name, Address, Bank reference, Giver reference and Couple status. Advanced search will match results within your "Active" givers by default. If you switch to viewing "Archived" givers, advanced search will return results matching within your archived givers.
To search your Bookings module bookings go to "Bookings" > "Bookings". Using the search bar will allow you to locate a booking based on the booking name.
Using the Advanced Search will allow you to narrow down bookings based on criteria such as Booking "Type" and date range. Advanced search will match results within your "Active", "Future" bookings by default. If you switch to viewing "Past" bookings, and/or viewing "Pending" or "Cancelled" bookings, advanced search will return results matching within those booking criteria.
Using Module Search
Throughout ChurchSuite, it's easy to search for things, regardless of the page you're on. Near the module options icon (all modules except Attendance), you'll find a search icon (also available by pressing Tab+S on your keyboard).
Click on that and you'll be able to search within the module you're currently in. This is ideal if your currently working in a specific area within Church; perhaps viewing a contact - rather than having to navigate back the index page of the module, you can use the 'module search' to quickly navigate to a different contact/child/group/event/rota/booking/giver - so much more intuitive!
When in the Address Book, you'll search within Contacts, when in the Children module, you'll search within Children and so on.
In the Calendar module, search for events...
In the Small Groups module, search for active groups...
In the Rotas module, search for active rotas...
In the Giving module, search for givers...
In the Bookings module, search for bookings...
For multi-site churches, 'module search' is site-specific and will only return search results relevant to the site or 'all sites' being viewed.