To ensure the ability for your church to reach your congregation, you will want to maintain accurate contact information for your records.
Depending on an administration's needs, contact information can be added for both an individual person and their entire household. Phone numbers and emails added to a household will be reflected on an individual's record (marked as "household") but contacts for each member is not visible on the household record.
Note: If this person is going to be invited to create a login for your Church360° Members site, you will want to make sure they have at least one email listed as a personal or work email for the login to be created.
To add a phone number,
1. From the People's view, click on the individual or household name to open the profile.
2. The Phone Numbers section is located on the left of the page underneath the Address section.
3. Click the plus sign next to the heading to add a new entry.
4. Use the drop-down menu to mark the contact as home, work, or cell (for person records) or household.
5. Type in the eleven digit phone number including the country and area code, if possible. All additional digits will be added as an extension.
6. If you don't want this number to show on any directories, check the Unlisted box.
7. Click anywhere outside of the edit field to save your changes.
To add an email,
1. From the People's view, click on the individual or household name to open the profile.
2. The Email Addresses section is located on the left of the page underneath the Phone Numbers section.
3. Click the plus sign next to the heading to add a new entry.
4. Use the drop-down menu to mark the contact as home, work, or personal (for person records) or household.
5. Type in the email address. Any addresses without an "@" symbol or dot com extension will not be validated and will not be available for emailing within the software.
6. If you don't want this email to show on any directories, check the Unlisted box.
7. Click anywhere outside of the edit field to save your changes.
To edit a contact,
1. Click the household or person name to open the record for editing.
2. Click the contact you want to edit and make any changes you need.
3. Click anywhere outside of the edit field to save your changes.
To remove a contact,
1. Hover over the contact you want to remove until a minus sign appears.
2. Click the minus sign and "Delete" to remove that contact from the record permanently.