First Unitarian Church began using Breeze for its church management software in January. Breeze includes the capability to provide an online directory of church members and friends. After initial testing with a limited number of users, the church is ready to roll out the online directory to the church community.
.In order to protect privacy, access to the online directory is being restricted to the church community. This is done by giving church members and friends an individual Breeze account. In addition to providing access to the online directory, your Breeze account lets you:
How will I get my Breeze account?
Look in your email for an invitation. The message will be from “firstname.lastname@example.org” with the subject “Create Your First Unitarian Church of Pittsburgh Account.” This email will provide a button and a link, either of which will take to a web page where you will create your account by selecting both a user name and password.
If you can’t find the email, even after checking your spam or junk mail folder, please send a message to email@example.com and the invitation will be resent.
Got my account. Now, where do I log in?
You may go directly to https://firstunitarianpgh.breezechms.com/login. If you misplace the link, you can also go to the main church web site and click “Online Directory” under the “About Us” drop down menu.
Who is included in the Online Directory?
Initially only adult members and friends are included. By “member” we mean anyone who has signed the church membership book and has not resigned or moved away. By “friend” we mean other people connected to the church community, typically the spouse or partner of a member, a staff member, or someone who supports the church through regular donations and attendance.
Who can get an account to access the Online Directory?
Access will be limited to adult members and friends of the church, which is to say the same people who are included in the directory. Others will need to request a paper directory from the church office.
Can I still get a paper directory?
The church office will continue to produce a limited number of paper directories, which will be available to members and friends. The paper directory will contain the same people as the online directory. Of course, the online directory will always be current while the paper version is updated only a couple of times during the year.
At the discretion of church staff, paper directories may also be given to some visitors when appropriate.
How can I be excluded from the Online Directory?
Please contact the Membership Team or the church office. Alternatively, you can limit the parts of your contact information shown in the directory by marking some items as “private.” Information marked private is not shown in the online directory but remains available to church staff and volunteers, such as the Pastoral Care Team, the Membership Team, and the Stewardship Team.
How can I update my information?
From the home page of your account, click on the big “My Profile.” Your information is grouped into sections. Click on the section heading to edit one or more fields in that section. (You may notice that the section heading displays “click to edit section” while your mouse pointer is in the section.) After completing the changes, click the “save” button in the section heading. You can click “cancel” instead, if you unintentionally changed something.
You can also update the information for other members of your family by clicking on their name to display their profile.
You will not be able to edit some information, such as Status, Membership Date, or add/remove family members. Please contact the Membership Team to correct these kinds of errors.
How can I add, update, or delete pictures?
This is similar to updating profile information. While viewing your profile, click on the silhouette placeholder or existing image next to your name and you will be invited to upload a new picture. You can also do this for other family members. To update the family picture, click to edit the Family (Household) section and click the label under the existing image.
From the panel where you add new images, you can also select another image by clicking on it, or click on “Manage Pictures” to delete an image.
How can I set a different home phone or address for a family member?
By default, Breeze assumes that when you update your home phone number or address, this change should apply to the whole family, so it copies the change to the profiles of all the other family members. You can override this behavior by clicking on “Show More Options” below the phone number or address fields, then remove the check mark from “Apply … to all family members.” Unfortunately, you will need to remember to do this each time you edit the home phone or address and only want the change to apply to the current person.
What does “Make Private” mean for Contact Information?
Making contact information private means that the information is available to church staff without also appearing in the online directory. For example, you may wish to keep your mobile or business phone number private from other members and friends but still available to church staff. This option is accessed by clicking on “Show More Options” for phone numbers, email, and mailing address.
In this context, church staff broadly includes church volunteers, like the Pastoral Care Team, the Membership Team, or the Stewardship Team, who need access to your profile information to perform the work done by their team.
What’s with the additional gender options and preferred pronoun?
As part of being a welcoming congregation, we have learned to look beyond the traditional binary view of gender. Breeze is sufficiently flexible that we can edit the gender options to suit the needs of our congregation rather than imposing the traditional view. For some people , the gender pronoun they prefer to hear in reference to themselves may not be obvious, so it is helpful to allow this preference to be selected.
That said, the options currently provided are a starting place and are expected to evolve based on feedback from the congregation about what works and what is missing, painful, or inaccurate. Please provide feedback to the church ombudsman or the Breeze administrators (Claus Makowka or Barb Gengler).
Will the Online Directory show everything from my profile?
No. The online directory only shows a subset of the information from your profile. While your profile includes a broader collection of information that you may wish to share with the ministry team at the church, the online directory includes only your name (including elaborations like nickname or maiden name), pictures, preferred pronoun, gender, membership status and date, birthday, marital status, family, and contact information. Within contact information only, phone number(s), email, and address may be marked private to exclude them from appearing in the online directory.
How can I share my birthday without sharing my age?
When entering the birthday, key in the date with the year as 0000. For example 10/11/0000 will display the birthday as October 11 without showing an age or birth year.
How do I access the Online Directory?
Once logged into your account, click on the People icon either from your account home page or from the header bar on the top. This will display the whole directory in alphabetic order. Clicking on a person’s name takes you to their information.
A quicker way to find a specific person is to just start typing their name in the “Search People” box next to the sailboat in the upper left. Breeze will suggest a few names based on what you have typed. Keep typing until you see the name you want and click on the name to go directly to their information.
How do I see my giving or pledge history?
From the home page of your account, click on the big “My Profile” to get to your profile page. From there click on the “Giving” link at the upper left. This takes you to your giving page. This page lists your individual contributions first, with a summary at the bottom of the page. You made need to scroll down to see the summary.
Below your name you will see two buttons: “Giving” and “Pledges.” Clicking on “Pledges” will display your current pledges, the amount of the pledge, and the amount already paid towards the pledge. Clicking on “Giving” takes you back to the giving page.
Some things to note:
Why don’t I see my 2019 pledge prepayment?
By default, Breeze only shows donations for the current calendar year. These are the donations that will appear on your current giving statement. To see payments from 2018, change the “Start Date” near the top to a date like 10/1/2018 and you should see your prepayment. (You will not see any other donations made in 2018, as only pledge prepayments were copied to Breeze.)
How can I manage my online giving?
From your account home page, click on the big “$ Give” or from anywhere click on the “$ Give Now” in the heading at top right. This will take you to a page where you can make a donation. At left are links for “Recurring Gifts,” where you can modify or cancel any recurring donations that you have set up, and for “Payment Methods,” where you can add or delete bank accounts or credit/debit cards. Any payment method you previously added from the donation page is also saved here.
The advantage of giving from your account rather than the donation page on the church’s web site is that you can reuse a payment method without having to reenter all the details.
Note that completed online donations are included in your giving history with the method indicated as “Online” or “Text.”