People Records

Previous and Next buttons take you to neighboring family records. Families are sorted by their auto assigned Family # or alphabetically, depending on your selection in Settings.

Simple Find - A search using a single piece of criterion.

Detailed Find - A search using a combination of multiple criteria.

Use the Grid button to toggle back and forth between your Find Grid results and records.

Filter by Categories allows you to show specific records in the checked categories in browseable records. Currently viewed categories are noted across the bottom of the record.

The Show Inactive check box filters out or includes records that have been marked as Inactive.

Search and navigate to records by typing in this search box. Use the Person Lookup to search for someone by First Name, Last Name, or Nickname.

When the Save and Cancel buttons are illustrated like this, you can save your changes to the record or cancel changes. If they're grayed out, there are no changes to save.

The Add Family button adds a blank family record.

Erase an entire household record with Delete Family. None of the individuals can have any attendance or giving history, in order to do this.

The Add Individual button creates an separate record for each family member.

If an individual has no attendance or giving history, Delete Individual erases their data. To archive that data, check the record as Inactive.

The Print button will select the family or individual and allow you to print a copy of their information.

The Map button allows you to choose an address from the record and get directions from your organization or another address.

The Copy button copies the Name and Mailing Label to your computer's clipboard.

Transfer Individual(s) allows you to move an individual to another family record.

Directory/ Report Order

Include on Directory

This field is an opt-in check box for an individual to be included on the directory. Only those with this box checked will appear on any reports using the Directory layout type.

Name Fields

The name fields at the top of the screen allow 30 characters for first, middle, and last name. Titles hold up to 12 characteristics for honorifics. The nickname field can be prioritized by checking the Use Nickname box. This allows their full name to be searched in Person Lookup or when assigning donations, but lists their preferred name on reports.

Family # and Individual #

These are system-generated numbers that allow the program to keep track of records. This number cannot be edited, but organizations may create their own field for an ID, or make use of Giver #s. These numbers are primarily used by the programming, but can help you identify duplicate records.

Inactive

The Inactive check box indicates to the program which records to exclude from reports, labels, and listings by default. Inactive check boxes in other areas of the program reveal inactive records, indicated with red text. Once checked, you can enter an Inactive Reason Code (Examples: Relocated, Transferred, Death, Duplicate Entry) and an Inactive Date. This date field enables the program to create reports that show how many people left the church within a given time frame.

Show in Scheduler

The Show in Scheduler check box makes this person available to be made as a contact for events, locations, or equipment and able to be assigned duties in the Scheduler module.

E-Mail Address

This field is formatted for email addresses and can be relabeled.

Work Phone

This field is formatted for a phone number and optional extension.

Status Code

Status code is a commonly relied upon field for tagging member activity levels. Some churches may have a denomination specific status code and one that is more about their personal relationship with the church. You can customize the codes in the drop down list and use them to gather reports or mailing lists.

Examples: Active, Out of Town, Non-Member Spouse

Birth Date

The birth date field necessary for the program to calculate age or include the individual in a Birthday report.

Family Relation

This field defines relationships within a household and is often used descriptively, rather than categorically. This field appear in the list of family members in the lower left portion of the screen.

Examples: Parent, Spouse, Head of Household

School Grade

School grade is a field that can be advanced by the program, changing the entry to the next grade with the Advance Grades procedure.

Last Visit Date

This is an auto-generated field that provides the last date entered in the Visits area of the program.

Last Giving Date

Access to this field requires Donations Security permissions. Last Giving Date shows the date of their last donation entry for this person or giving unit.

Giver #

Provides a short-cut to Manage Giver #s for an Individual, where their assigned Giver # can be added, changed or removed.

Last Update

This auto-generated field shows when the last change was saved to the individual or family record.

Last Updated By

This field shows the last user that saved a change within the record.

Date Created

This date indicates when the record was created.

Created By

This field notes the user that created the record.

Last Attended Date

This date fields displays the last attendance entry for the individual.