Person Profile Page
At a glance, this page provides a detailed picture of a person's involvement at Grace.
Each section of the screen is broken down in detail below.
Details and contact information about the individual.
|1.||Name and Labels - Labels quickly categorize a person's involvement.
|2.||Demographic Information - Includes Age, Birth Date, Gender, Marital Status.|
|3.||Phone Numbers & Emails -
|4.||Actions & Edit Person- Actions launches selected workflows specific to the individual currently displayed. allows you to edit a person's record. Click on the links below for additional details.
Visual icons summarizing a person's activity within Grace.
Hovering over each icon will provide additional details.
|Attending Duration - How long has the person been a part of Grace|
|16-Week Attendance - Total Family Check-In Attendance for last 16 weeks.|
|Background Checked - Green indicates a valid background on file; Yellow indicates expiring within 90 days.|
|Attendance - Attendance over last 24 months. Each bar represents one month. Adults display the Family Attendance. Children display their Individual Attendance|
|Rooted - Green if completed Rooted Group; Yellow if currently in a group.|
|Community - Orange if a current member of an Adult Life Group or Kids Small Group.|
|Service - Purple if currently serving.|
|Baptism - Blue when the person has been baptized.|
|Covenant Community - Black when a current Covenant Community member.|
Lists the people in the person's family(ies) and the household address.
Family Members - Click on any family member to see their Person Profile Page.
NOTE: A person can be member in multiple families. Separate family bars are listed and neither family is considered primary.
Home Address - hover to the right of and click on to verify & standardize the address.
Edit Family - allows you to edit the family details. For more information go to Edit Family Details
Additional subsections of person details.
|1.||Attribute Categories - Click on links below for more details about each category.|
|2.||Timeline - Miscellaneous notes|
Bookmarked Attributes - Because you only work with certain attributes majority of the time, you can choose a list of person attributes to display in this box. To select which person attributes you want bookmarked, click on . To adjust the display order of the attributes, click on and drag the attributes into the desired order.
Clicking on allows you to edit the field value.
Connection Requests - Will roll-out at a future date.
Known Relationships - Track the connection between two people. Click to add a new relationship. Select the relationship type. Select the person. The inverse relationship will automatically be created on the other person's record. For additional details: Creating a Known Relationship