The "Main List" section of the Online Directory is the place for you, as a staff member, to view your organization's directory, lookup member information, or edit member information. Use the steps below as a guide for getting started.


  1. Go to www.servantkeeper.com and search for your organization's Customer ID number. Click on your organization's name to go to the login page for your Online Office.

  2. Log in to Online Office using your email address and password.

    Remember: You log in to the Online Office using the same email address and password you use to log in to Servant Keeper 8.

  3. You will now be on the Main List. (See Figure 1) There are three options to load families on your Main List:

    • Enter name to search for family - Type any part of a family name, then press the <Enter> key to search for that family. This search is a "Contains" search, meaning the results displayed will list any names which contain your search criteria in any part of their directory name. For example, searching for "John" will bring up "Doe, John" as well as "Johnson, Barry and Karen".

    • Filter by family status - Select a Family Member Status from the drop-down menu to show only families with the selected Member Status in their Family Profile. Use this option along with the "Enter name to search for family" option for a more specific search.

    • Load all families - Click this button to load all family records on the Main List. This option gives you access to all records in your database (including deceased and disabled records).


  4. Click once on any family name in the Directory Name list to view the Family Profile information (including Family Picture, Home Phone, Email, and Member Status) as well as a list of all individuals with in the selected family (including Individual Picture, Home Phone, Cell Phone, E-Mail, and Member Status). (See Figure 2)


  5. Click the [Add Family Member] button at the top of the screen to add another individual to the selected family. (See Figure 2) On the Contact Information window that opens, you need to enter at least a First and Last name in order to save the record. (See Figure 4) Other available fields include: Title, Middle Name, Suffix, Preferred Name, Gender, Relationship, Member Status, Address, City, State, Zip Code, Home Phone, Work Phone, Cell Phone, E-Mail, Email 2, Email 3, and an Include in Directory option. After entering entering any desired contact information, click the [Save] button at the top of the screen to complete the addition.


    NOTE: Adding an individual through Online Office will add the person to the selected Family Profile in Servant Keeper 8.

  6. Back on the Main List, click once on a family name at the top of the right-hand column to open a Family Profile. (See Figure 4) Click on the family's address to view their address on Google Maps. Click the [Change Picture] button if you wish to update or delete the picture for this Family Profile. At the bottom section of the screen, on the Details tab, you will see the family's contact information as well as their Include in Directory and Family Mailing List options. Use the [Edit] button in the Contact Information or Family Mailing List section to update any of the displayed information, including: Directory Name, Family Member Status, Address, City, State, Zip Code, Email, Email 2, or Family Mailing List selections. You can also edit the Include in Directory option (for the family) in this area.


  7. Click the Notes tab to view any notes (Public or Private) from the Family Profile. (See Figure 5) Use the [Add Note] button to add a new Public or Private note.


    NOTE: Private notes are only visible to you if added by you or shared with you by another user.

  8. Click the Individuals tab to see a list of Family Members. (See Figure 6) All of the members within this family will be displayed along with their Individual Member Status. Click once on a family member to go to their Individual Profile.


  9. The Individual Profile (which can also be accessed by clicking on the individual from the right-hand side of the Main List) will open to the Details page. (See Figure 7) Click on the individual's address to view their address on Google Maps. Click the [Change Picture] button if you wish to update or delete the picture for this Individual Profile. At the bottom section of the screen, you will see the individual's contact information as well as their Include in Directory option. Use the [Edit] button in the Contact Information section to update any of the displayed information, including: Title, First Name, Middle Name, Last Name, Suffix, Preferred Name, Gender, Member Status, Address, City, State, Zip Code, Home Phone, Cell Phone, E-Mail, Email 2, and email 3. You can also edit the Include in Directory option (for the individual) in this area.


  10. Click the Notes tab to view any notes (Public or Private) from the Individual Profile. (See Figure 8) Use the [Add Note] button to add a new Public or Private note.


    NOTE: Private notes are only visible to you if added by you or shared with you by another user. Just as in Servant Keeper 8, you can choose other SK users with whom you'd like to share your Private note. (See Figure 8a)


  11. Click the Attributes tab to see all of the attributes this individual has assigned to their profile, including: Sunday School, Small Group, Activities, Skills and Talents, Spiritual Gifts, Leadership, Willing to Serve, (Individual) Mailing List, Extra List 1, Extra List 2, Allergy, Youth List 1, Youth List 2, and Youth List 3.


    Use the [Edit] button in any of the sections to add or remove your existing attribute options to and from the individual's profile. (See Figure 9a) Click the [Save] button when you are done to save your changes to the selected attribute.


    NOTE: Any attribute changes you make to the individual's profile in Online Office will be reflected within your Servant Keeper 8 program.

  12. Click the "Go to family" link to go back to the Family Profile or click the Main List option on the left-hand side to go back to the Main List view.