Recent People Activity

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The Recent People Activity screen shows a paginated list of people records ordered by when they were last updated, newest first. It’s a useful way to see who has recently joined, registered, or had their record changed — and to quickly assign follow-up actions to new contacts from the same screen.

Accessing the screen

In the admin dashboard

Go to Church Admin → People → Recent people activity.

On your website

The activity list can also be displayed on a members-only page on your website using the shortcode or Church Admin block. Members need to be logged in and have directory permissions to view it.

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Step 1 — Choose who to include

Before the list appears you are asked to filter by member type and people type — tick the combinations you want to see and click View recent activity. You must select at least one member type and one people type or the list won’t load.

This filter is useful for focusing on a specific group — for example, selecting Visitor and Adult to review all recently added adult visitors without seeing children or long-standing members mixed in.

What the list shows

Results are paginated and ordered by last updated date, most recent first. Each row shows:

  • Name — with links to edit or delete the person record
  • Member type — their current member type
  • Small group — the group they belong to, or Unattached if they are not in one
  • Follow up action — if a follow-up funnel task has been assigned, the action and who it is assigned to is shown here, along with the completion date if it has been completed
  • Mobile — their mobile number
  • Email — a clickable email link if a valid email address is stored
  • Last updated by and when — the name of the admin who last edited the record and the date of the change

Assigning follow-up actions

If a follow-up funnel is configured for a person’s member type and no task has been assigned yet, the Follow Up Action column shows an assignment control directly in the table. You can assign the task to a team member without leaving the screen — the row updates immediately when you make a selection.

There is also an Email newly assigned follow-up activity link at the top of the list, which sends notification emails to anyone who has just been assigned a follow-up task. This is useful after a busy Sunday when multiple new visitors have been added and you want to notify your welcome team in one go.

See Follow up funnels for how to set up the funnels that power this feature.

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