Breeze ChMS Mobile App Guide

If you're looking for a convenient way to access your Breeze database while on the move, consider using the Breeze app. Whether you’re a long-time user or new to Breeze, our mobile app is designed to help you efficiently manage your church activities on the go. With the latest update, we’ve introduced an enhanced performance and a redesigned navigation to ensure an even smoother experience for all users.

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Access and Security

  • Your access in the app mirrors the permissions set within Breeze’s desktop version, providing a personalized experience that aligns with your role and access rights.
  • Sharing the app with your members allows them to view their profile information, give online quickly, and manage their recurring giving, among other features. 

Navigating the App

The navigation within the Breeze app has been reimagined to make your mobile experience as seamless as possible:

  • Dashboard: Access key functions and get a quick overview of your church's activities.
  • Bottom Navigation Bar: Quickly switch between the app’s main areas without having to navigate back to the menu.
  • More Menu: Find all the additional functionalities of Breeze, including global search and settings

Screenshot 2024-04-12 at 2.34.48 PM.pngUsing Global Search and Logging Out

To use the global search or to log out:

  1. Tap the "More" button on the navigation bar.
  2. Select the magnifying glass icon to search or the gear icon to adjust settings or log out.

How to Access Breeze through the iOS App 

  1. Download the Breeze App on your mobile device from the App Store for iOS.
    • The app icon on your home screen will display the Breeze logo (Image_2021-07-22_at_3.37.21_PM.jpg). 
  2. Open the App and click Login.
  3. Select Church by typing in your Church subdomain and hitting Continue
    • The subdomain is part of the URL that you use to log in. For instance, if you log in at cornerstone.breezechms.com, your Church ID is cornerstone. If you don't know your Church ID, please contact your church.
  4. You'll be prompted to log in, enter your unique username and password
    Once you have successfully logged in, enjoy using the app! 

Please be aware of the following limitations on the iOS app:

If you encounter these limitations, you may try accessing Breeze through a web browser on your mobile device for a more comprehensive experience.

  • The ability to edit Forms or Profile Fields is not available due to the required drag-and-drop functionality.
  • Restoring archived people cannot be done through the app.
  • Viewing Profile Pictures in the "People" list view is not supported. However, Android users can use a web browser set to "Desktop site" to view pictures.

How to Access Breeze through the Android App 

      1. Download the Breeze App on your mobile device from the Google Play Store 
        • When downloading the app, the stores currently display the old design images. The new updated design will appear in the app itself. The app icon on your home screen will display with the old Breeze logo (Image_2021-07-22_at_3.37.21_PM.jpg). 
      2. Open the App and enter your Church ID.
        • Your Church ID is the Subdomain for the Breeze account. This is part of the URL that you use to log in. For instance, if you log in at cornerstone.breezechms.com, your Church ID is cornerstone. If you don't know your Church ID, please contact your church.

      3. After entering your correct Church ID, you'll be prompted login entering your unique username and password
      4. Once you have successfully logged in, enjoy using the app! 

Please be aware of the following limitations on the Andoid app:

If you encounter these limitations, you may try accessing Breeze through a web browser on your mobile device for a more comprehensive experience.

      • The ability to edit Forms or Profile Fields is not available due to the required drag-and-drop functionality.
      • Restoring archived people cannot be done through the app.
      • Printing contribution statements is not supported. Please use a browser for this purpose.

How to Access Breeze through a Web Browser on Mobile

  1. On your Phone, go to a Web Browser (Safari, Google Chrome), and enter your full breeze url (example: www.churchname.breezechms.com)
  2. Log in with your Breeze Credentials
    You can now access the Breeze platform on your phone, without the app. 

If you cannot access an area of Breeze (specifically the Tags) from the Breeze App, and you get a message that says: "You cannot browse this page at "(churchsubdomain).breezechms.com" because it is restricted."

This is likely due to the parental restrictive permissions set on the iPhone. Because the Breeze App is technically a wrapper of the website, the parental settings can cause tags to be restricted based on tag names. This link from Apple's Help Center may help the iOS user experiencing this to correct the issue on their phone: https://support.apple.com/en-us/HT201304. 

Is the app different for iOS and Android users?

The Breeze app offers a consistent experience across both platforms, so you’ll feel right at home on any device.

Can I access all the desktop features in the mobile app?

While the Breeze mobile app is designed to offer convenient access to many of Breeze’s features on the go, there are certain limitations to be aware of compared to the desktop version. The app provides a robust range of functionalities suited for mobile use; however, a desktop browser is recommended for full access to all administrative functions and features.

Current Limitations in the Mobile App:

  • Pledges Visibility: Pledges made by individuals do not show in their profile under the 'Giving' section in the mobile app. This detail is only accessible through the desktop version, where you can view and manage all aspects of giving and pledges.
  • Advanced Administrative Functions: Some advanced administrative tasks may not be fully accessible or manageable through the mobile app. This includes certain settings adjustments, detailed financial reports, and complex data management tasks that require the more comprehensive interface of the desktop version.
  • People Beta Opt In/Out: People Beta can only be opted into or out of by accessing Breeze via a desktop browser, or using Safari or Chrome.

Optimizing Your Experience:

  • For daily tasks such as checking in members, updating basic profile information, and managing events, the mobile app provides a streamlined and effective user experience.
  • When you need to perform more detailed administrative work, such as managing pledges or accessing complete financial reports, switching to the desktop version will ensure you have all the tools and capabilities at your disposal.

 

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