Profile Basics

A profile is simply a record in Realm. Adding a person, organization or business to Realm means you give them a profile.

Any congregant, organization or business that your church has a connection with will likely have a profile. That means you can track data connected with them such as contact information. But having a profile doesn't mean they can necessarily log in to Realm. That requires an account, covered in another topic.

Where do the profile fields come from?

Profile pages include fields created:
  • by Realm when you ran the automatic or assisted setup processes
  • by your church on the Profile Fields tab. Your staff decides whether or not these fields are visible when adding profiles and whether they are visible to congregants.

Families vs. Individuals

Every individual is related to a family in your database. A family can have one individual or many. If you're used to other church management tools that distinguish between the two, you should know that families are created automatically when you add individuals in Realm.

Users with permission fill out profiles in Realm. That data is stored and used to: track attendance, track contributions, communicate with people, manage groups and events, and create reports.