Basics

• Contacts: All People in your database start as a Contact containing information such as gender, and mobile phone.
• Participants: A Contact who participates in the Church will also have a Participant record containing participation in Groups and Events.
• Donors: A Contact who donates to the Church will also have a Donor record containing Donations and Pledges.
• Users: A Contact who uses any of the platform applications, will also have a User record containing login and permissions.
• Households: A Contact belongs to a Household record containing the physical address, home phone, and Congregation. The Household can also contain other Contacts, such as family members or other people who live at the same address.

Contacts

When you open a Contact record, you'll see handy-dandy Record Facts and Record Insights to get a quick snapshot of the Contact. You'll also see a series of link icons (). Clicking the link will take you directly to the related record.

Participants

The Participant record is linked to the Contact, which makes it easy to navigate back to the Contact record, which is the hub for the other records.

Household

Following the Household links will navigate to the Contacts record. From there, you can jump to the Donor record, a specific Donation, back to the Donor, and end back on the Contacts page. The jumping possibilities are endless!

Recent Records

Need to go back to where you've been? We've got you! The Platform keeps track of the most recent records you have visited. Tapping on a record in the Recent Records panel will take you right back to where you were. Tap the down arrow to collapse the panel and gain valuable screen real estate.