Manage Lists & Connection Types
Organization and categorization - two words that every true admin loves to see. đ While there are various methods to manage your people records, Nucleus helps utilize the power of lists to help you organize people into categories (i.e. lists), bringing your entire database into smaller, more manageable sections of your database.
And itâs not just for organizational purposes. Lists also power your Audiences for your Message Campaigns, allowing you to easily send messages to a select group of people with just a few clicks of a button (or taps on a screen if youâre trendy đ).
Note: This article will focus more on the how-to of managing your lists. To understand the differences between Custom and Connection Lists, how Connection Lists are synced with Connection Types, and how to generate an Audience from a specific list, click here.
In this guide, we'll cover the following topics. Click on any one to jump ahead.
Create A List
Connection Lists
As explained in our Use Lists To Organize People guide, you cannot technically create a Connection List, but Connection Lists are automatically created with each Connection Type. So to create a Connection List, you must create a Connection Type.
To manage your Connection Types, go to your Church Settings and click on Church Info. Then choose Connection Types. Click here for a quick link.
By default, there will be three types created: members, regular attenders, and visitors.
To create a new one, click the + Add New Connection button. Then, simply add a name and description, and then save your changes.
To edit (or delete) a Connection Type, click the down arrow and select your desired option.
Note: Deleting a Connection Type cannot be undone, so make sure you are certain that you do not need it before deleting it as it will be removed from everyone who had it assigned to their person record.
For a more in-depth look at Connection Types, click here.
For every Connection Type, there is a Connection List. To view your Connection Lists, go to People, select Lists, and then choose Connection Lists. Click here for a quick link.
Custom Lists
To manage your custom lists, go to People and then select Lists in the main menu. Click here for a quick link.
By default, there will be two lists created: Pastors, and Staff. These are just placeholders / lists to help you get started. Feel free to edit, delete, or keep them! We wonât be offended either way đ
To create a new list, click the + Add New button. Then add a name and description, and then save your changes.
To edit (or delete) a list, click the down arrow and select your desired option.
Note: Deleting a list cannot be undone, so make sure you are certain that you do not need a list before deleting it.
Add A Person To A List
Connection List
To add someone to a Connection List, you must add a Connection Type to a personâs record. To start, while viewing All People in your database, click to view their profile.
If the person doesnât have a Connection Type, you will see Connection Type showcased. Click on the dropdown menu, select a Connection Type, and now that particular Connection Type will appear.
Note: While you can add someone to multiple custom lists, you can only add one Connection Type to a person record. (For instance, you canât be both a visitor and a member. That wouldnât make any sense đ )
Once a person has a Connection Type added to their profile, you will be able to see them listed in that specific Connection List here.
Custom Lists
Once youâve created a custom list, there are two ways to add someone to it.
The first way is in your Custom Lists in People. Click here for a quick link.
Click to view the list you want to add a person to, then, click the + Add to list button. Search for the person you want to add to the list then click the Save Changes button.
The second way is while viewing a personâs record. While viewing All People in your database, click to view the person you want to add to a list.
Then select Lists in their record and click + Add to a list.
Search for and select a list to add them to and click the Save Changes button.
For a more detailed understanding of how to manage lists and Connection Types, click here.
Manage Your Lists
Once youâve created your lists and added people to them, you can now view and manage the records in each list.
For either Custom Lists or Connection Lists, click to View List.
Youâll notice that in Custom Lists, there is also a drop down menu allowing you to Edit or Delete the list. Because Connection Lists are intrinsically linked to Connection Types, you cannot edit or delete Connection Lists in the same way. For more information on how Connection Lists are created, click here.
Once viewing a list, the UI should feel very familiar, as all the same search and filtering options are available here, just as they exist in your All People database here.
The Search Bar allows you to quickly search through your list for what you're looking for. You can search by first name, last name, first and last name together, email address & phone number.
Note: searches can be partial e.g. if youâre looking for Jennifer, but only type in Jen, Jennifer will show up, along with any other record that has âjenâ a part of their name or email address.
The Filters tab allows you to filter your list in a variety of ways including Person Type, Gender, Age, Marital Status & Years Married.
When selecting Columns you can sort through your options and choose which columns will appear or not appear when viewing information related to people in your list. Be aware that any of these changes requires you to click the Apply button.
You can also click the Reset button at anytime to return all columns to their default position. Be aware that if you choose to reset your columns, this will also require you to hit the Apply button after for changes to take effect.
If you want to add someone to a list you're already viewing, click the + Add to list button.
Note: This only exists in Custom Lists. To add someone to a Connection List, you must be viewing that personâs profile.
For more details on adding people to Custom and Connection Lists, click here.
Once you find the person youâre looking for, simply click View Profile to see that personâs information.
Note: While viewing a person record from a specific list, you will only see that personâs profile. To see more details (like all the lists someone is added to), you will need to view their person record from your All People database.
To view and manage all the various lists a particular person is added to, go to All People and click to View Profile on a person record.
From there, click on Lists, and you can see what lists that person is currently added to, as well as add/remove them from the various custom lists youâve created here in your Dashboard.
When the need arises, you can download a report of your people records per list. You can easily do this by clicking the Download button while viewing a specific list.
You can choose between downloading all available column data, or just the ones youâre currently viewing. This report will be a .csv file, which you can open with any basic spreadsheet program, or upload to various other databases where you might need to import your people date into.
Note: While the Nucleus system protects and keeps everyoneâs personal information safe and secure, the moment any record is downloaded, we have no control over where that information goes from there. So just be mindful to only download records when needed, and be sure to maintain safe privacy practices when handling peopleâs personal information.
If youâd like to remove someone from a Custom List, simply hover over their record in the list, and click the Remove from List button that appears.
Note: Because of how Connection Lists are synced with Connection Types, you must be viewing a personâs profile to remove/change their Connection Type in order to remove them from a particular Connection List.
What Next?
Now that you have the knowledge to organize your people into lists, itâs time start categorizing đ
Click on any of the links below for other helpful guides: