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Record Facts

Record Facts are curated collections of key information pulled from the Platform to summarize and visualize what you've decided your users need to see at a glance. Even better? Record facts aren't limited to the information in a single record. For example, the Contacts record facts can contain information from the Contact, Participant, and Group Participant records (and more!). And styling Record Facts gives the information a visual representation that empowers your users to serve your people well!

Record Facts can be found in several places of the Platform:

  • List layout on any page
  • List layout on any subpage
  • At the top of any open record
  • At the top of any open subpage record
Note: Take your Record Facts to the next level by configuring your phone and email addresses to be actionable. When configured, clicking email or phone Record Facts will make contacting your people just a tap away.

Watch & Learn

Record Fact Possibilities

The Platform comes pre-loaded with a collection of record facts to help get you started. But because we love customization, you can edit existing record facts and create new ones! Consider some of the possibilities.

Contacts
A Lead Pastor will appreciate being able to get a quick snapshot of his flock by looking at a list showing Contact Status, Household Position, Campus, Engagement Level, and Membership Status.

Participants
Record facts showing your Small Group or volunteer management teams how people are involved by visualizing Membership Status, length of participation, Small Group involvement, and service group involvement helps them recruit, equip, and communicate with the people involved in their ministries.

Groups
Anyone who manages any type of group benefits from an at-a-glance visualization of Group Type, number of Group Participants, and percentage full.

Events
Your Events management team will live being able to quickly see which events are approved, whether they're featured on your website, how many people have registered, etc.

Opportunities
See how many responses your opportunity has and how many are needed without expecting your volunteer coordinator to click through multiple records.
Note: Take your Record Facts to the next level by configuring your phone and email addresses to be actionable. When configured, clicking email or phone Record Facts will make contacting your people just a tap away.