Linked Records
- 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 information about their participation in Groups and Events.
- Donors: A Contact who donates to the Church will also have a Donor Record containing information about their Donations and Pledges.
- Users: A Contact who uses any of the Platform applications, will also have a User record containing information about their 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 . Click the link to go directly to the related record.
Participants
The Participant record links to the Contact, which makes it easy to navigate back to the Contact record, which is the hub for the other records.
Household
Follow the Household links to 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? The Platform keeps track of the most recent records you've visited. Click a record in the Recent Records panel to go right back to where you were. When you don't need to see these, click the down arrow to collapse the panel and gain valuable screen real estate.