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People Records

Contact

Think of the Contact record as a profile. Or, if you're familiar with it, a Rolodex.

  • All people in your database start as a contact.
  • The Contact record contains personal information such as gender, birthday, mobile phone, and email.

Participant

The Participant record tells you how people are involved with your church. Or, in other words, how they participate in your church's groups and activities.

  • If a contact participates in the church, they will also be a participant.
  • The Participant record contains all the contact's participation in groups and events.

Donor

A donor is someone who contributes to your church financially. While every donor also had a Contact record, not every contact has a Donor record.

  • If a contact donates to the church, they will also be a donor.
  • The Donor record contains all the contact's donations and pledges.

User

Users include employees and volunteers who access the Platform for their work. And people who give online, register for events, or manage groups are also users.

  • If a contact uses any of the Platform applications, they will also be a user.
  • The User record contains the username, password, and permissions.

Household

A household is a collection of contacts who live together and are usually related.

  • A contact belongs to a household.
  • The Household record contains the contact's physical address, home phone, and congregation/parish.
  • The household can also contain other contacts.