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People Query
Often, you need to find people by means other than name. People Query provides you with the ability to find people in many different ways. In fact, you can build your own query using any combination of the following (click on each category to see the parameters available within the category)
Household Address
Search for a household address using the following parameters:
- Address—use with a Type statement with an AND logical expression to only see people whose "Primary" address is 123 Main St., for example. If you query on address alone, you will return all households with the search in any address type (Primary, Secondary, College, etc.)
- City—use with a Type statement with an AND logical expression to only see people whose "Primary" city is Dallas, for example.
- Comment—the open Comment field available when adding a new address. This is a free text field, so unless you are always very consistent when entering information, you may need to query a few times to get all the results you desire. For example, in one record the comment may be "Don't send mail" and in another the comment may be "No mail".
- Country—use with a Type statement with an AND logical expression to only see people whose "Primary" country is USA, for example.
- State—use with a Type statement with an AND logical expression to only see people whose "Primary" state is Texas, for example.
- Type—the type of address you are interested in querying for. Available types are Primary, Secondary, College, Vacation, Business, Org, Previous, Statement, and Mail Returned/Incorrect. You should always use a type statement with "Primary" along with a statement like "City" or "Zip Code" when doing mailings to get people whose primary household address matches your query.
- Zip Code—use with a Type statement with an AND logical expression to only see people whose "Primary" zip code is 75038, for example.
Household Communication
Search for a household communication value (i.e. phone number) based on any of the following parameters:
- Type—use with Value with an AND logical expression to pull specific communication types for a household. Available types are Home Phone, Work Phone, Cell Phone, Email, Alternate Email, Vacation Phone, Pager, Children Phone, Fax, Web Address, Previous Phone, and IM Address.
- Value—the actual number or text string associated with the communication type. Use with a Type statement with an AND logical expression to query for households with a specific value for the type selected. For example, for type "Home Phone" show all households where the Home Phone Value contains "817".
Individual Address
Search for an individual by address using the following parameters:
- Address—use with a Type statement with an AND logical expression to only see people whose "Primary" address is 123 Main St., for example. If you query on address alone, you will return all households with the search in any address type (Primary, Secondary, College, etc.)
- City—use with a Type statement with an AND logical expression to only see people whose "Primary" city is Dallas, for example.
- Comment—the open Comment field available when adding a new address. This is a free text field, so unless you are always very consistent when entering information, you may need to query a few times to get all the results you desire. For example, in one record the comment may be "Don't send mail" and in another the comment may be "No mail".
- Country—use with a Type statement with an AND logical expression to only see people whose "Primary" country is USA, for example.
- State—use with a Type statement with an AND logical expression to only see people whose "Primary" state is Texas, for example.
- Type—the type of address you are interested in querying for. Available types are Primary, Secondary, College, Vacation, Business, Org, Previous, Statement, and Mail Returned/Incorrect. You should always use a type statement with "Primary" along with a statement like "City" or "Zip Code" when doing mailings to get people whose primary household address matches your query.
- Zip Code—use with a Type statement with an AND logical expression to only see people whose "Primary" zip code is 75038, for example.
Individual Attributes
Search for individuals based on the individual attribute assigned to his or her record. Use any of the following parameters:
- Attribute—an individual attribute that exists within an attribute group. For example, you may have an attribute group called "Experiences" and the attributes within that group are "Baptism", "Dedication", "Marriage", etc.
- Attribute Group—a grouping of attributes.
- End Date—this is an optional field that may or may not have been configured when your Fellowship One Administrator configured Individual Attributes on the Admin tab.
- Staff/Pastor—any portal user with ministry access. This is an optional field that may or may not have been configured when your Fellowship One Administrator configured Individual Attributes on the Admin tab.
- Start Date—this is an optional field that may or may not have been configured when your Fellowship One Administrator configured Individual Attributes on the Admin tab.
Individual Communication
Search for individuals based on communication values. Use any of the following search parameters:
- Type—use with Value with an AND logical expression to pull specific communication types for an individual. Available types are Home Phone, Work Phone, Cell Phone, Email, Alternate Email, Vacation Phone, Pager, Children Phone, Fax, Web Address, Previous Phone, and IM Address.
- Value—the actual number or text string associated with the communication type. Use with a Type statement with an AND logical expression to query for individuals with a specific value for the type selected. For example, for type "Home Phone" show all individuals where the Email Value contains "@microsoft.com".
Individual Information
Search for individuals based on basic information. Use any of the following:
- Bar Code—a bar code number associated with the individual for use in Fellowship One Check-in. Bar codes are entered through the Check-in kiosk with a bar code scanner.
- Date of Birth—enter the date of birth or use the calendar icon to pick the date from a calendar. See Working with calendars for more information.
- Employer—this is a free text field available on the Basic tab for an individual's record. It is best to use with the "Contains" operator and just a few letters within the employer you are searching for. This will help capture people where the Employer is misspelled.
- First Name—the First Name field.
- Former Church—a free text field available on the an individual's record. It is best to use with the "Contains" operator and just a few letters of the church you are searching for.
- Former Name—the former or maiden name of the individual.
- Gender—Male or Female.
- Goes By—the shortened or "nick" name of the individual. This name prints on name tags through Fellowship One Check-in.
- Household Member Type—available types are Head, Spouse, Child, Visitor, and Other. Types can be changed on the Members tab from the household view.
- Last Name—the Last Name field.
- Marital Status—available marital statuses are Married, Divorced, Separated, Single, Widow, Widower, and Child/Yth.
- Middle Name—the Middle Name field.
- Occupation—the occupation of the individual. This is a drop-down list field on the individual record that contains several of the most popular job.
- Occupation Description—a free text field where you can type an actual occupation if not available in the Occupation drop-down list or a description of an occupation.
- Prefix—available prefixes are Dr., Jdg., Miss, Mr., Mrs., Ms., and Rev.
- School—schools are configured by your Fellowship One Administrator in the Admin area of Fellowship One. A selection list is available when you edit an individual's record.
- Status Group—a grouping of statuses. The 5 global status groups that come with Fellowship One are Member, Attendee, Inactive, Deceased, and System. The System group includes statuses New from Website and New Checkin, which are automatically assigned to individuals who are added to Fellowship One through Fellowship One Checkin (New Checkin) or through your church Website using Fellowship One WebLink (New from Website).
- Status—statuses are configured by your Fellowship One Administrator in the Admin area of Fellowship One and can be any name you desire. Statuses can also be associated with
- Status Comment—when statuses are configured in the Admin area of Fellowship One, you can choose whether or not you want to include a comment field for each status. This is a free text field that can contain any string of text or numbers.
- Status Date—enter the status date or use the calendar icon to pick the date.
- Suffix—a free text field for an individual. It is reserved for suffixes like Jr., Sr., III, and so on. Since it's a free text field, run your query with the "Contains" operator and type only the first letter, "J" for example, in the Value field.
- Web User ID—this field is automatically populated on the individual record when a person creates an account through the church website via Fellowship One WebLink.
Participant Assignment
Search for people based on whether or not each has a participant assignment. Use the following parameters:
- Activity—the activity to which the participant is assigned. In the Value fields, first select the Ministry and then the activity within that ministry.
- Activity Group—the activity group to which the participant is assigned. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the activity group.
- Activity Schedule—the activity schedule to which the participant is assigned. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the activity schedule.
- Breakout Group—the breakout group to which the participant is assigned. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the breakout group.
- Date/Time—the date range of the participant assignment.
- Ministry—the ministry to which the participant has an assignment (regardless of activity).
- Room, Location, Class—the room/location to which the participant has an assignment. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the Room, Location, Class.
Participant Attendance
Search for people based on participant attendance at a particular event/activity. Attendance is captured through Fellowship One Check-in in real-time or after the event using Post Attendance. Use any of the following parameters:
- Activity—the activity that the participant attended. In the Value fields, first select the Ministry and then the activity within that ministry.
- Breakout Group—the breakout group the participant attended. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the breakout group.
- Date/Time—a date range to search for attendance.
- Ministry—the ministry the participant attendance was recorded against (regardless of activity). For example, show all participants who attended any activity within the Adult ministry.
- Room, Location, Class—the room/location the participant attended. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the Room, Location, Class.
Staff Assignment
Search for people based on whether or not the person has a staff assignment. Use the following parameters:
- Activity—the activity to which the volunteer/staff member is assigned. In the Value fields, first select the Ministry and then the activity within that ministry.
- Activity Group—the activity group to which the volunteer/staff member is assigned. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the activity group.
- Activity Schedule—the activity schedule to which the volunteer/staff member is assigned. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the activity schedule.
- Breakout Group—the breakout group to which the volunteer/staff member is assigned. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the breakout group.
- Date/Time—the date range of the volunteer/staff member assignment.
- Ministry—the ministry to which the volunteer/staff member has an assignment (regardless of activity).
- Room, Location, Class—the room/location to which the volunteer/staff member has an assignment. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the Room, Location, Class.
Staff Attendance
Search for people based on staff attendance at a particular event/activity.
- Activity—the activity the volunteer/staff member worked. In the Value fields, first select the Ministry and then the activity within that ministry.
- Breakout Group—the breakout group the volunteer/staff member worked. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the breakout group.
- Date/Time—a date range where you want to search for volunteer/staff member attendance.
- Ministry—the ministry where the volunteer/staff member has attendance (regardless of activity).
- Room, Location, Class—the room/location where the volunteer/staff member worked. In the Value fields, first select the Ministry and then the activity within the ministry, and finally the Room, Location, Class.
For example, you need to find all males who had anything to do with the first grade class in the first quarter of 2009 so you can invite them to a pizza dinner. Or, you need to find all women over 50 and all girls between 5 and 12 for a "share the wisdom" event. The topics within this section of the online help will show you how to build these searches.