CH.INSYS HELP & DOCUMENTATION PAGE | Dashboard

SETTINGS & REPORTS

SETTINGS & REPORTS

DASHBOARD - Dashboard holds the settings menu and summary information on the system. You can also identify pending notices and actions and act on them right on the dashboard. You can access dashboard at any time through the icon . You can also upgrade or close your account right on the dashboard.
CONTACT CHURCH - This function will assist you to promptly communicate or write an email to the church management. You can access it at any time through the icon
CHURCH SETTINGS - Input your church details like name, contacts, logo etc.They will display in header, footer and documents like contributions, reports, payroll etc. The OTHERS setting enable you to manage SMS settings, manage users (add, edit or delete system users) and other settings like sacraments and contribution types. Settings are used to customize the system. Under GROUPS, you add, edit or manage church groups and department details. On PROJECTS, you add, edit or delete church project details.
WEBSITE SETTINGS is where you configure your website information and layout.
MESSAGING - The messaging center provide settings, buy credit link and how you could message Clients, Staff or suppliers, and even Managers and system admin. You can do so via Email or SMS.
CONTRIBUTIONS - Add, edit or deete information on church contributions/offerings and individual member contributions.
NEWS/EVENTS - This are news, events and announcements made in the church. If you are an admin, you can click MANAGE to be able to ADD, EDIT or DELETE the news. Access news under icon
EXPENSES - Management of church operational expenses and pettycash.
MEMBERS - The list of active and inactive church members. Select the Member Group and click VIEW LIST to view. On the list, click VIEW, and you will be redirected to the member profile. You can also add a new member details using the NEW MEMBER link.
STAFF - The list of all staff. The NEW STAFF feature is for entering new staff details. If you click VIEW STAFF, you will be redirected to the staff profile.
REPORT - These are reports that present church information in other various ways.
DATA - Here, you can mass/bulk import Members and staff data. You can also create/Restore your database backup. You can also Delete like member and staff profiles and also close/delete the entire account.
LOGOUT - The red icon at top right, before the date, is for Logging out of CH.INSYS
CONTACT SYSTEM ADMIN: In case you have system issues or you would like technical issues solved on the system, use this function. Its located at the footer of each page as Report.
SEARCH: If you need to navigate into a member's or staff's profile, just select the user category, type in the name or phone and then click search. The search box is found at top left of every page on the system.

Note: You can access the above system Settings from DASHBOARD button/icon at top right of very page.
MEMBER INFORMATION

MEMBER INFORMATION MANAGEMENT

BIO PROFILE - View the member bio information. You can also edit the information through EDIT link. MEMBER ID is the member identification card; which can be printed and laminated. GROUP MEMBERS is a list or other members belonging to the same grouping or classification.
DOCS - This is a document repository. You can upload or delete documents related to the individual member.
SACRAMENTS - This is a list of all the sacraments that the member has received. NEW is a function used to add a sacrament to the list.
CONTRIBUTIONS - This is a list of all the contributions made by the specific member. Click NEW to create a new contribution. Click VIEW to display, print, send a specific contribution. You can remove specific contribution using the DELETE button. You can also access, print or send your Statement through the STATEMENT link.
BENEFITS - This is a list of all the benefits that the member has received. NEW is a function used to add a benefit to the list.
NOTES - This is a list of notes/comments that you record about the member. They are used to provide more information about the member for use by the staff or the organization for decision making. You can VIEW, ADD, EDIT and DELETE notes on this page.
MEMO - This is a list of memos sent to all the members. Use this for delivering announcements. You can VIEW, SEND and DELETE memos on this page.
EMAILS - This is a list of email messages sent to a specific member. You can VIEW, SEND and DELETE messages on this page.
SMS - This is a list of mobile text messages sent to a specific member. You can VIEW, SEND and DELETE messages on this page.

Note: On VIEW footer, you can click Save as PDF to save it into your computer in pdf format or Send to send it to member's email immediately. The member, can then save as pdf to his computer or print it.
STAFF INFORMATION

STAFF INFORMATION MANAGEMENT

BIO PROFILE - VIEW and EDIT the staff bio information. STAFF ID is the staff job identification card; which can be printed and laminated.
DOCS - This is a document repository. You can upload or delete documents related to the specific staff.
PAYMENTS - Click PAY to make salary payment and ALLOWANCES to record the declared allowances. Click VIEW to display payslips, MANAGE to delete payment records and DELETE to remove payslips.
LEAVES - APPLY, Edit and VIEW staff leave.
NOTES - This is a list of notes/comments and performance appraisals that you record about the staff. They are used to provide more information about the staff for use by the management or the organization for decision making. You can VIEW, ADD, EDIT and DELETE notes on this page.
MEMO - This is a list of memos sent to all the staff. Use this for delivering announcements. You can VIEW, SEND and DELETE memos on this page.
EMAILS - This is a list of email messages sent to a specific staff. You can VIEW, SEND and DELETE messages on this page.
SMS - This is a list of mobile text messages sent to a specific staff. You can VIEW, SEND and DELETE messages on this page.