What's New (September 1) 7083

What's New (September 1)

Published
Here's the latest in Blackbaud Church Management!

Small groups
To streamline record keeping, small group leaders and admins can now add participants when they take attendance. Previously, they added new participants from the small group’s record under Participants, and then updated the attendance.

new_from_attendance.png

Also, to accurately track attendance for past meetings, small group leaders and admins can now indicate the dates people join small groups when they add participants. For example, if a new participant doesn't already have a constituent record, a small group leader can’t add them to the group the first time they attend. Previously, a participant’s start date was always the same as the date they were added to a group.

participant_start_date.png

From Constituents, Small groups, open a small group’s record. Under Meetings, select the menu for the meeting to update, and select Take attendance. To add a participant, select New, search for the person to add to the group, and select a date in the Participant start date field.

Note: The participant appears in the group’s attendance lists starting from the date you select, so you can update their attendance as needed.

Leave a Comment

2 Comments
Ben Jore Ben Jore Sep '20
Hey Stephanie! Thanks for the good comment! Currently, each meeting keeps all attendance records even if someone is removed from the group. Soon we will have all attendance records captured on each congregant's constituent record as well. Does this meet your need? If not, what do you need and what would you do with that information? Thanks!
We also need a way to retire people from groups but leave their participation somewhere in a historic record rather than delete then completely from the group.

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