People

The People section of Membership houses all of the records on the families and individuals that make up your congregation. From someone's record you can:

• Update contact information like phone, address and email

• Record information about them, like important dates or characteristics

• Assign them to groups, classes or skills and interests

People Records

This area is where information about members, visitors and contacts is maintained. These records are incredibly flexible with the ability to create broad categories, each of which can display customizable fields of information. Every individual has their own record that is contained within their family record, which houses everyone in their household.

• Family records, located on the left, contain information that applies to everyone in the household such as the main address, home phone number, and family category.

• Individual records contain information specific to an individual in the household. Fields and codes in an individual record can include things like their Status, Family Relation, and important dates.

Donations Records

All Membership records are automatically available in the Donations module for giving and pledging entry. Updates to titles and contact information are brought over to the Donations modules.

• Donations Records are not included in People and are created for those whose relationship with the church is unknown or are not involved in church activities. These records are indicated with a [D] and are not subject to filtering with Membership criteria as these records contain only basic contact information.

• Records can be transferred between these modules when the user has these permissions in Security.