Introducing the New Profile View

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The profile view displays information specific to an individual. This view has always been divided into distinct sections, each dedicated to a particular type of information. In the new version of the individual profile view, the types of data will not change, but the layout and usage will be improved to provide a more intuitive interface.

The divisions for different types of information are as follows:

Name Banner

Across the top of the record, Name, Photo, and Membership status are displayed, as well as options to download or print the profile or edit the data in the banner.

tableAt the bottom of the banner section, you will see Information and Timeline links or tabs you can use to select which of these data types you wish to view.

Information Tab

There are several sections here.

On the left side,

1. Contact information on the upper left, including:

  •  Address
  • Phone numbers
  • Email addresses
  • As well as the "Manage communication preferences" link.

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2. The Family section, to establish connections with the profiles of family members.

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On the Right side

1. Demographics/Dates - default fields to identify each person and their significant life events.

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2. Custom Fields - these fields are created by Church360° users and are unique to your site, but the fields displayed will be the same across all profiles. They can include dates, drop-lists, links to another person's profile or to a website, and text fields.

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3. Tags - these are also unique items created by Church360° users, but each profile can have different tags applied, to attribute a common trait that person shares with others. 

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4. Quick Links - these are system-generated and consistent across all profiles to show the types of data seen below.  Most can be clicked on to take you to more information about the person in question

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Timeline Tab

The timeline tab will show the notes, visits, and life events that have been recorded for this individual over time.   

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