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. 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 (with the exception of 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 within the selected family (including Individual Picture, Home Phone, Cell Phone, E-Mail, and Member Status).


  5. Click the [Add Family Member] button at the top of the screen to add another individual to the selected family. On the Contact Information window that opens, you need to enter at least a First and Last name in order to save the record. Click [Save] to continue.


  6. You'll be taken to the profile of the newly added individual. Use the [Edit] button there to edit any other fields on the individual's profile. Click the [Save] button at the top of the screen after making any changes to preserve those changes.


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

  7. Click "Go to family" at the top right-hand side of the Individual Profile screen to open the Family Profile. 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 Family Profile tab, you will see the family's contact information as well as their other Family Profile options. Use the [Edit] button at the top of the screen to update any of the displayed information. Use the [Save] button to preserve any changes.


  8. Click the Notes tab to view any notes (Public or Private) from the Family Profile. 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.

  9. Click the More Information tab to see other information about the family, such as alternate address and extra (user-definable) fields. Use the [Edit] button at the top of the page to make any changes. Use the [Save] button to preserve any changes.


  10. Click the Individuals tab to see a list of Family Members. All of the (enabled) 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.


  11. 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 Profile tab. 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 other Individual Profile options. Use the [Edit] button to update any of the information displayed. Use the [Save] button to preserve any changes.


  12. Click the Alt Addr/Phone tab to view alternate address, phone number, and email options. Use the [Edit] button here to make changes. Click [Save] to preserve your changes.


  13. Click the Attributes tab to see all of the attributes this individual has assigned to their profile, including: Skills and Talents, Leadership Positions, Activities, Spiritual Gifts, Willing to Serve, and Mailing List. Use the [Edit] button to make changes to the individual's attributes. Use the [Add] button in any of the attribute boxes to add new selections. Click the [Save] button when you are done making changes to preserve your selections.


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


  14. Click the Notes tab to view any notes (Public or Private) from the Individual Profile. 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.


  15. Click the More Info tab to see extra fields on the individual profile including user defined drop-down menus, text boxes, list boxes, date fields, and checkboxes. At the bottom of this tab, use the "Teacher Class" and "Teacher Category" options to assign the individual as a teacher or helper for any Sunday School class. Use the [Edit] button to make changes to any of the fields. Use the [Save] button to preserve your changes.


  16. Click the Overview tab to view the individual's contributions/pledges, attendance, and Touch Points history. Use the date range or year box(es) provided on each tab to filter the results displayed.


  17. Click the Youth Ministry tab to see extra (user-definable) fields on the individual profile including user defined drop-down menus, text boxes, list boxes, date fields, and checkboxes. Use the [Edit] button to make changes to any of the fields. Use the [Save] button to preserve your changes.


  18. 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.