Navigating a Household Profile

Follow

A household profile displays information common to the people who live in that household, and is divided and subdivided into distinct content areas.

The three main areas are the top name banner, the Info tab, and the Timeline tab.

Name Banner

The household's name and photo (when provided) are displayed in the top banner section of the Household profile.

Download 

This drop-down will allow you to select to export the following for the Household:

  • CSV or Excel file of their profile
  • A Mailing Label

Print

This option will give you a preview of the Household profile to print or save as a PDF.

Edit

This drop-down will give you the option to edit:

  • The household name
  • Or the household photo

Info Tab

The Info tab provides you with details of the Household in question, including contact information, the members of the household, and any household custom fields.

On the left side, there are three sections of contact information:

  1.  Address
  2. Phone numbers
  3. Email addresses

On the Right side, there are 2 sections:

  1. Members lists all of the members of the household
  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. 

Timeline Tab


The timeline tab will show the notes that have been recorded for this household for whatever time period you select.