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  3. Profiles

Profiles

This section provides information on individual and household profiles. Profiles store membership, Baptism, confirmation, birthday, anniversary, and contact information for families and individuals.

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  • Entering a Death
  • Overview of Profiles
  • Individual Profile Overview
  • Household Profile Overview
  • Adding Images to Profiles
  • Updating Names in Profiles
  • 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
  • Adding, Editing, and Deleting Notes in Profiles
  • Adding, Editing and Deleting Pastoral Visits in Profiles
  • Adding and Editing Relationships from an Individual or Household Profile
  • Adding or Removing Tags from an Individual Profile
  • Send Newsletter Custom Field
  • Viewing Attendance Records
  • Changing Offering Envelope Numbers
  • Viewing Offerings Records for an Individual
  • Printing an Individual Contribution Statement
  • Emailing an Individual Contribution Statement
  • Printing and Exporting Individual and Household Profiles
  • Deleting Individual and Household Profiles

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