Rock U - People - Bookmarked Attributes

Transcribed Video Content

Rock tracks so much important data, especially on the person profile. And for each person, they actually have different attributes or bits of information that matter to them. So I'll show you how you can use bookmarked attributes to cut through the things that aren't as important to you and you can pick specific attributes that will go to the top of your list. You can see them really easily when you go on the person profile. Let's get into how to pick bookmarked attributes in Rock right now. So we're looking at Ted Decker's extended attributes tab on his person profile and you'll notice there's quite a few person attributes here. Now most staff members aren't going to need to see all of these. They probably have a tailored list of just a few attributes that are really important to them and as they're clicking around people's person profiles, they wanna see those. Now I'm gonna show you the easiest way to pick a tailored list that you can easily see. So we're gonna go to the profile tab and you'll notice this section, which is a block called bookmarked attributes. And if we simply click the gear icon, we have every single person attributes category here that's relevant. And as you click through them, you'll see all the attributes and you can pick some that are important to you. So for example, say Alicia, who we're signed in as only needs to see some things such as regarding employment. We wanna pick a couple attributes position, staff supervisor, then we can go to other categories. Let's see that what visit information has available. Maybe Alicia often wants to see when it's someone when someone's first visit was, their previous church. And let's say that for staff members, she wants to see a couple things such as EQ scores and we'll save. And you'll notice for all the bookmarked attributes that are filled out, those will automatically show up here. You can also super easily drag these in the order that you need and you can also edit the actual attributes very, very easily. There we go. Now we have a couple attributes that are really relevant to us and this is only showing for Alicia and won't show for anyone else. So this is personalized for you. Great. Now the person profile is actually organized for the way that you work. Thanks for watching this video, and have a great day.