Creating Contacts
Important: We recommended using the Add/Edit Family Tool or another appropriate tool to create Contact records rather than using the New button at the top of the Contacts page. This ensures that other necessary records (like Household and Participant records) are created properly.
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 many ways a Contact record can be created; specifically:
- Data Migration – Contacts are moved 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 functionality in Check-In.
- Widgets – When someone creates a User account via a widget and the system can't find a match for them in the Platform, a new Contact record is created. In this case, the Audit Log shows 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 – Creates a new Contact record when a donation is matched to an existing contact.
- Assign Participant Tool – Creates a new Contact record when an event registration is not matched to an existing contact.
- Custom Applications (API) – MinistryPlatform comes equipped with an API that allows you to builds your own applications. Creating Contact records must be achieved by using our API.
Other records created alongside Contacts
The following records are always created when using the listed tool/method of creating a Contact:
The following records are potentially created when using the listed tool/method of creating a Contact: