Person and Household Records
This section covers tasks related to creating and updating information for the profiles of each individual and their households.
- Navigating Person Records
- Navigating Household Records
- Assigning a Grade to an Individual
- Adding Images to Profiles
- Updating a Person's Name
- Updating Contact Information
- Moving an Individual to another Household
- Adding Away Addresses
- Updating Personal Information
- Updating an Individual’s Membership Status
- Entering a Marriage
- Entering a Divorce
- Entering a Death
- Adding, Editing, and Deleting Notes in Profiles
- Adding, Editing and Deleting Pastoral Visits in Profiles
- Adding and Editing Relationships
- Adding or Removing Tags within a Profile
- Send Newsletter Custom Field
- Viewing an Individual's Attendance
- Viewing an Individual's Offering records
- Printing an Individual's Contribution Statement from their Profile
- Emailing an Individual's Contribution Statement from their Profile
- Printing or Exporting Profiles