Use cases

Church and community groups

A private church directory built around households and review.

GroupDex gives churches and community groups a practical directory, address update flow, printable output, events, tasks, and member-safe privacy controls.

Updated 2026-07-02

What this workflow handles

Best fit

Church clerks, ministry teams, clubs, and volunteer admins

Core records

Members, households, roles, birthdays, lists, events, and visibility controls

Output

Private directory, birthday list, rosters, labels, and print/export files

How it works

1

Create a private group

Start a member directory with owner/admin/member roles.

2

Import and review

Stage CSV, vCard, or Google Sheet imports before committing records.

3

Keep records fresh

Use address request campaigns and claimed profiles for updates.

4

Print useful outputs

Export directories, birthday lists, rosters, labels, and Google files.

GroupDex features for this workflow

Admin review workflows

Imports, update links, duplicate resolution, and group seeding are review-first.

Privacy controls

Respect minors, hidden contacts, member-only fields, deceased profiles, and scoped visibility.

Operational tools

Use jobs, audits, member invites, profile matches, and platform support surfaces as the group grows.

Fields to collect

  • Member names, households, and household address
  • Phone, email, birthday, anniversary, and custom dates
  • Member role, admin status, and claimed profile state
  • Minors, hidden contacts, member-only fields, and print settings
  • Import staging, duplicate review, and address update responses
  • Event rosters, task lists, and reminder preferences

Outputs to create

  • Private church directory
  • Birthday and anniversary lists
  • Household roster
  • Address labels
  • Event rosters and task lists
  • CSV, XLSX, DOCX, PDF, Google Sheet, and Google Doc exports

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