Contact Record Fields
The Contact record has many fields separated into specific sections.
Note: With Field Management, you can customize whether fields are required, hidden, have a default value, or display in a different section on the page. So don't worry if your Contact record looks different from our example; it just means you're doing your church your way!
General
- Company: Specifies whether the selected Contact record a company.
- Company Name: If the Contact is a Company, the Company name.
- Display Name: Last Name, Nickname.
- Prefix: Title before the Contact's name (for example, Mr., Mrs., Dr.).
- First Name: Contact's first name.
- Middle: Contact's middle name.
- Last Name: Contact's last name.
- Suffix: Provides additional information about the person (for example, Jr., Sr., PhD., JD., LMFT).
- Nickname: The name the person goes by and is often used by various applications in lieu of the formal first name.
- Date of Birth: Includes the calculated age listed in parentheses. A calculated age which is less than one year is represented in months. The system prevents a future date of birth from being inserted or updated.
- Gender: Contact's gender.
- Marital Status: This value is visible to te User on the Portal My User Account page. It is not visible in MobileTools.
- Contact Status: Indicates the overall relationship between this Contact and the organization. See Contact Tracking for detail. Can be set automatically.
- Household: If this individual belongs to a household, the Household record is linked here.
- Household Position: Identifies the contact's position in the household (head, minor child, etc).
- Anniversary Date: Date of the Contact's wedding anniversary.
- Date of Death: Contact's date of death. When entered, this value prevents the Contacts from aging.
- Participant Record: If the user has a Participant record, the Participant record is linked here.
- Donor Record: If the user has a Donor record, it is linked here.
Contact Information
- Email Address: The single email address for this Contact (this field does not support multiple addresses). If you want to store multiple email addresses for an individual, a SPoC could work with Professional Services to add a custom field fro Alternate Email. However, this field would be for storage purposes only and no tools, reports, or processes act on it.Important: Staff at your church should have their staff email address in this field, not their personal email address. The main reason for this is that the To/From email address used for emails from the Platform is based on the email address in this field.
- Mobile Phone: Contact's mobile phone.
- Company Phone: Contact business phone.
Professional Information
- Web Page: Contact's webpage for user MinistryPlatform reference. Not accessible by the Portal or other applications.
- Industry: For your church's information. Not accessible by the Portal or other applications for the congregation to fill in.
- Occupation: This field is simply for your information. It is not accessible by the Portal or other applications for the congregation to fill in.
- HS Graduation Year: This field is not calculated; rather, this field simply holds the year data you input.
Communication Preferences
- Buk Email Opt-Out: Set this value to Yes when someone requests that their email be omitted from general mailings.
- Email Unlisted: Set this value to Yes when someone requests that their email not be displayed in the online church directory or My Groups.
- Do Not Text: Set this value to Yes when someone requests that their phone be omitted from general text messages.
- Mobile Phone Unlisted: Set this value to Yes when someone requests that their mobile phone not be displayed in the online church directory or My Groups.
- Remove From Directory: If Yes, this Contact record is not displayed in the online directory.
Other Information
- User Account: If the Contact has a user account (used to log in to MinistryPlatform, Widgets, and other applications), it is linked here.
- ID Card: Holds The value for churches that use a card with a barcode or scanner symbol.
- Contact GUID: This is pre-assigned by MinistryPlatform.
- Contact Setup Date: The date this Contact record was created to assist in determining how long a Contact has been a part of the system and is useful in views, view notifications, or custom routines.