Records
Click a row on the List or Grid layout to open the record, where more information displays.
- 1 - Record URL
- Every page and record in MinistryPlatform has a unique URL that you can see in the browser bar. You can copy this link, bookmark it, or email it to another User for quick access to a specific record.
- 2 - Main Page
- This is the primary information of the record. This includes the record ID, which you might need to use more advanced features. The top of the main page provides a label of [Record Type] #[ID Number] and [Record Name] (for example, Group #229: Downtown Ushers).
- 3 - Record Facts
- A curated collection of key information pulled from around the Platform to summarize and visualize what you want your Users to see at a glance. You can add, modify, and style record facts to serve your church well.
- 4 - Tabs
- Tabs display information related to the record you have open, so Users can quickly see snapshots of related information without leaving the record. Available tabs vary based on the open record and your Security Role.
- 5 - Edit and Insights
- Edit the record and view (or hide) insights about this record.
- 6 - Actions, Tools, and Reports
- These drop-down menus show the relevant actions, tools, and reports available for this record.
- 7 - Record Insights
- A flexible data visualization that puts mission-critical information front and center. See Record Insights for more information.
- 8 - Panels
- The Panels display a snapshot of related details in the system like Tasks, Attached Files, and the Audit Log. Panels vary based on the open record and your Security Role.
- 9 - Link Navigation
- Quickly access other records related to the open record. Click the link icon
to automatically go to the linked record. Links vary based on the open record and your Security Role.