Any member, non-member, and visitor an office wants to include in Church360° Members will need to have their person records added into the database. The most straightforward way to do this would be to add a new record from the People view.
Users are able to add new people to new and existing households, including membership, personal, and contact information.
- Go to the People view in your preferred mode.
- Click the “New” button next to the People heading.
- In the window that appears, start typing in a family name, or last name. Existing households will appear as you type. You can select an existing household from the drop-down menu or finish typing the person's last name and press the Enter button to add a new household.
- Next, enter in the first name, sex (optional), and member status of the person you are adding. If the person's name is different from the family name, you can edit this information after creating their profile.
- To finish creating the profile and return to the People view, click “Add" to create their profile.
- To create a profile and add more information, click “Add and Edit”. The person’s household profile will open, and you will be able to continue adding and editing the information.
To add specific information to a person or household record, please visit some of our other articles: