Creating Contacts
Important: We recommended you use the Add/Edit Family Tool or another appropriate tool to create Contact records instead of the New button at the top of the Contacts page. This ensures that the system properly creates other necessary records, like Household and Participant records.
To remove the New button from the Contacts page, a SPoC can go to , edit the Contacts page record, and set Suppress New Button to Yes.
There are several ways to create a Contact record:
- Data Migration: Contacts move from your legacy system into MinistryPlatform during implementation.
- Add/Edit Family Tool: Create multiple Contacts, place them in a Household, and create Donor and Participant records at one time.
- Add/Edit Company Tool: Create a special type of Contact record for a Company or business.
- Check-In Suite: Create contacts using the Attend Mode feature in Check-In Suite.
- Widgets: When someone creates a User account using a widget and the system can't find a match for them in the Platform, it creates a new Contact record. In this case, the Audit Log displays "API User" as the person who created the record.
- Batch Manager Tool (BMT): Create new contacts and assign donations to them immediately.
- Assign Donor Tool: Create a new Contact record when a donation matches to an existing Contact.
- Assign Participant Tool: Create a new Contact record when an event registration doesn't match to an existing contact.
- Custom Applications (API): MinistryPlatform comes equipped with an API. Build your own applications and use our API to create Contact records.
Other Records Created with Contacts
When you use the listed tool or method to create a Contact, you always create the following records:
When you use the listed tool or method to create a Contact, you potentially create the following records: