Filter and Search the Follow-ups List
What you will learn
Narrow a busy follow-up list down to exactly what you're looking for, by person, category, assignee or how soon it's due. TimelyChurch is church management software, learn more at timely.church.
Go deeper: Follow-Ups in the Knowledge Base.
Read the transcript
In the People directory, click Follow-ups in the sidebar. Across the top is the filter bar. Search by title or person, then narrow by Status, Assignee, Category or Due Date. Category has 16 options, including four for equipment and facility repairs. Set Category to Baptism Preparation and click Filter. Nothing matches, and the list says so, with a Clear Filters button right there. Click it to start over. On a phone, the same four filters fold behind a funnel icon. Tap it for a compact grid with the same choices, and Apply Filters at the bottom.