ECM help

Getting started

Sign up, sign in and find your way around ECM.

• Sign up
• Find your way around
• Log in
• What you need to use ECM
• Quick tips

Dashboard

Giving, attendance and the people to look out for, at a glance.

• The cards at the top
• Trends
• People and keeping in touch

Members

Keep names, contact details, birthdays and anniversaries in one place.

• Members and visitors
• Add a member
• Add family members
• View a member
• Edit or delete a member

Contributions

Record gifts and look back at what was given.

• Record a gift
• Find gifts
• Edit or delete a gift

Attendance

Count how many people come to each service.

• Count a service
• Find counts
• Edit or delete a count

Reports

Printed reports for your deposit, your giving, your attendance and your people.

• Printing a report
• Service report
• Deposit slip
• Contributions report
• Attendance report
• Summary report
• Member lists
• End of year giving letters

Utilities

Tools for bringing people in, taking your data out and tidying your lists.

• Import members
• Export your data
• Find duplicates
• Long-inactive members
• Restore a deleted member

Settings

Your account, your church's details and the lists you choose from.

• Your profile
• Password and security
• Church details
• Bank routing number
• Time zone
• Giving letter
• Contribution types
• Service types
• Payment types
• Appearance
• Delete your account

Users and roles

Add the people who help you, and choose what each of them can see and change.

• Roles and what they can do
• Add a user
• Change or remove a user

Support

How to get help from us.

• Ask for help
• Your requests