The fields showing on a person's Information Page are called People Attributes. You can customize these Attributes by going to People > Settings > People Attributes. Customize the name of the Attribute, where it appears on the page (sort order), and control who is able to edit that field.
To edit the settings for People Attributes, navigate to People > Settings > People Attributes. A description of the settings is below.
- Attribute Security Levels: Please review the security settings initialized by our conversion team to ensure that data is visible to only the appropriate security level(s). To change the security level at which a field is visible, click on the Attribute name and then update the security level and Save.
- Sort Order: To rearrange the order in which attributes are displayed on a person's Information page, click on the Attribute name and then edit Sort Order and Save. The sort order is the order in which the fields appear on a person's Information Page.
You may wish to customize the Person Profile Page. The Person Profile Page shows an individual from the household on the left side of the screen, with limited information about the person just below their name and photo. However, you can pin attributes you want to see most often (such as Birth Date or Church Member Type) to this screen for convenience. (See instructions below)
The Person Information Page shows more details and displays all of the People Attributes. The Information Page allows for editing information.
Pinned Attributes: You may wish to pin additional attributes below the standard person information on the Person Profile Page (so that it's convenient to see more detail about the person without having to click from the Profile Page into the Information Page). To pin Person Attributes on the Person Profile Page, go to People > Settings > Pinned Attributes.
People Listing: To review your entire database list or filter by selected criteria, go to Reports > Saved. Toggle the "Created By" selection over to "All" and select the saved report named "People Listing by Household." Some defaults are already selected for attributes to be displayed, but you can select more fields to display in the report. Click “Run Report" to see the listing.
Possible Duplicates: If duplicate person records exist and in fact both records are for the same individual, locate the Churchteams merge utility under People > Person > Merge. We suggest running the "Possible Duplicate People Report" with the tight criteria option selected on the bottom left of the page. The report will show people records that Churchteams identifies as possible duplicates and you can merge the records right from the report. Be careful with this merge because merges cannot be undone.