Vertical Tabs

One of the first things that you will notice after logging into CT6 is that there are no more tabs! While that is technically true, what we have done is organize the tabs into a list which we call Vertical Tabs. As you navigate through CT6, click on the Vertical Tabs to reference where you have been previously.

Click on the down arrow to expand the list of Vertical Tabs:

• Longer descriptions and a time indicator help you find where you were previously.
• Add a favorite to quickly reference later by clicking on the  icon.
• Click on the  icon to open up the tab in a new tab in your browser to be able to take advantage of multiple monitors.
• Close a Vertical Tab by clicking on the  icon.

Mobile

Vertical Tabs also function well on a tablet so you can take CT6 with you on the go.

Menu

The menu has been consolidated into a pop out that is accessible in the upper left hand corner. Click on the  icon to open up the menu. From there, you will be able to access all the different sections of CT6.

Search

Need to quickly look up a person, family or group? Enter a name in the search field and find the results.

Advanced Search

To dive in even deeper on a search, click on Advanced.

• Select either Person or Group or both.
• Indicators for Guest, Staff and Donor.
• Photos of Individuals appear in search results.
• Click on the name to see more details in the Sidebar.
• Click View to jump straight to the Person or Group profile.

Add Person / Family / Group

Need to add a new customer? Go to  Manage > People, and you will find options to add a Person, Family or Group.

Add Person

• Under Name, search for existing people in the database to make sure there aren’t any duplicates.
• Click on the  icon to add a Greeting, Middle or Preferred name.
• Google Address integration makes sure that you get the correct address the first time.
• Upload a photo that you may have missed during Check-In.
• Click More to add details such as Employer, Profession or Grade.

Add Family

 

• Enter the family information as well as the first member.
• Add additional people by clicking on add another member.

Add Group

• Enter the Group information as well as add the first member.
• Add additional members by clicking on add another member.

Individual Profile

• Status bar at the top of the screen shows anything that is missing for this Individual.
• See the pertinent information on an Individual at a glance including demographics, memberships, last communication and recent registrations.
• Click Edit to update or add information.

Add Communication

• Quickly record a phone conversation or email exchange by clicking Actions to Add Communication

Sidebar

The Sidebar gives you context to the Individual, Family or Group that you are looking at when you are on different subtab.

• On a Registration or Employment screen, click on the name of the Individual to return to their Profile.
• Hover over Flags  to see the name of the Attribute and the value.
• Click on the  to expand or  to collapse a section.
• Want to email or call this person? Click on the email or phone number to open up your default program for that type of link such as Outlook for email or Jabber for phone.
• Need more space on the screen? Click on the  icon to collapse the sidebar and the photo and name will shrink to give you more screen space.

Timeline

Timeline is a log of all the activity that happens for a person, family or group. Use Timeline to reference a phone conversation from 6 months ago, see when a medical form was signed or if an Automated Email was sent out.

• Under Criteria, determine the Detail Level that you want to see from Less to All. Click on the  icon to see a breakdown of what is in each section.
• Choose which areas you want to see by clicking to select or deselect an option.
• Use the filter to quickly search for a key word or phrase.
• Activity is shown with internal CircuiTree users on the left and customers on the right with photos.
• Click on the  icon to view more detail for a specific activity.
• Time is stated in human readable time [36 minutes ago] to make it easy to reference. Hover over the time to see a timestamp of exactly when that activity took place.

Attachments

• Click on Add Attachment to upload a file.
• Drag and drop a file or click Select Files to upload file.
• Add a Name, Category, Type, Expiration Date and any Notes for the Attachment.

Attributes

• Fill in Attribute values and see Flags.
• Click the header to expand or collapse the Attribute Category.
• Any Attribute that is connected to the Individual shows up in the list [Individual, Attendee, Staff].

Medical

• See Medical History and Log as well as the signature and date from the Medical Form.

Registrations

• See a list of registrations for this person and click the header to flip the card to perform more actions such as viewing the registration, going to the Medical Log or going to Check-In.

• Registrations happening at the same time or consecutively are grouped. Click the header to expand to see registrations for that time period.
• Click the  icon or anywhere on the header to see more actions.

Employment

• View any employment records for the individual and flip the card to link to the Employment Details.
• Need to hire someone for a position? Click on Hire in the lower right hand corner to open the Offer screen.

Donations

• View a breakdown of giving by fund as well as important dates and individual donations.
• Click Add Donation to record another donations for the Individual.

Family Profile

In different places in CT6, including the Family Profile, you will notice Flip Cards. Clicking on the header of the card will flip the card around to display different actions. If you see a card with a  icon, click on it to see what is on the back!

• Dark grey headers indicate Admins for the family and light grey headers indicate family members.
• See New Enrollments at a glance.
• Want to email or call this person? Click on the email or phone number to open up your default program for that type of link such as Outlook for email or Jabber for phone.
• Click on the  icon to add Communication.