The numbers at the top
Four counts sit above the list: Adopters, Donors, Volunteers and Results. All four follow your search and filters, so they always describe the people you are looking at. A person can hold several roles, so the three role counts can add up to more than Results.Roles
A role says what somebody is to the rescue. There are four: Adopter, Donor, Volunteer and Foster. A person can hold any number of them, or none. Each role they hold adds a section to the Roles tab of their record, showing what they have done in that role. You can give or take away a role yourself, on the person’s form or in bulk. RescueConsole also adds one when the person does the thing it names:Searching
The search box, Search name or email…, finds people whose first name, last name or email address contains what you type.Filters
The panel on the left filters the list. Each option shows how many people you would get if you chose it.
More filters opens a panel for everything else. On the left is every field you can filter on, with a search box; tick the ones you want and set their values on the right, then press Apply filters. The fields offered are Name, First name, Last name, Email, Phone, Created and Last updated, your own custom fields, and the built-in person questions that have a fixed set of answers, such as Home type, Fenced yard or Donor type. A date field takes a from and a to date. When more filters are in use, the button shows how many.
Columns and sorting
Columns chooses which columns the list shows. Name is always shown. The others are Email, Phone, Roles, Tags, Status, Added and Last updated. Reset to default puts back the columns the list started with. Your choice is remembered in this browser only. Click a column heading to sort by it. Name, Email, Status, Added and Last updated can be sorted. The list starts with the most recently added people first.Changing many people at once
With Change on People, each row has a checkbox. Tick the people you want, or tick the box in the heading to take the whole page. When the whole page is ticked and there are more results beyond it, Select all … matching takes every person your filters match. Edit fields… opens Bulk edit selected. Tick a field on the left and choose its value on the right, then press Update. A field you do not tick is left alone.
A person who already has the value is counted as “already set” rather than changed. One change can reach at most 200 people; if more are selected, the change is refused and nothing is applied.
Deleting people
With Change on People, each row also has two icons: the pencil opens the record, and the bin deletes that person after you confirm. To delete several, select them, open Edit fields…, and press the delete button at the top of Bulk edit selected (it reads, for example, Delete 3 people). A deleted person stops appearing in lists, reports, the export and the duplicate finder. Their donations, adoptions and volunteer hours stay exactly where they are. There is no screen that brings a deleted person back.Export
Export CSV downloadspeople.csv: every person matching your current search and filters, newest first, up to 5,000 rows. The file has these columns: id, first_name, last_name, email, phone, roles, status and created_at. It does not follow your column choice.
For a fuller export, or to bring people in from a spreadsheet, see Export and Import.
Adding a person
New person opens a panel beside the list. Fill in what you know and press Create person. Which fields the form shows, their order, and which are required are set by your rescue under Settings → Data & customization → Record layouts. Out of the box, nothing on the form is required, apart from any custom field that was created as required.
Check this address checks the address and, when it finds a standardized spelling of it, shows the differences and offers Use this version. Only addresses in the United States and Canada can be checked. You do not have to press it: when you save, an address you added or changed is checked, and the standardized spelling is saved when one is found. If the address cannot be checked, it is saved exactly as you typed it.