Refer to the following tables for descriptions of the fields on the Member Details form. An asterisk (*) indicates required information.
Some
of the lists contain many options, which are listed in alphabetic order.
To find the option you want, type the first few letters into the field.
As you type, options matching the letters appear in the list. When the
option you want is displayed, select it or press Enter.
To
make changes you must put the form in edit mode. To do this, click
.
Field |
Description |
Gender * |
Member's gender. Select one: Male, Female, Unknown. |
Title |
Member's title (for example, Dr., Mrs., Deacon). |
First Name * |
Member's first name. |
Nick Name * |
Member's nickname. |
Middle Name |
Member's middle name. |
Last Name * |
Member's last name. |
Suffix |
If applicable, select the member's name suffix (for example, Jr., III, M.D.) |
Maiden Name |
Member's maiden name. |
Role * |
Select the member's role:
|
Birth Date |
Type the birth date or click |
Birth Place |
Member's place of birth. Click |
Age |
Non-editable field. The Age field is updated by the system based on the information supplied in the Birth Date field. |
Religion |
Member's religion. |
Language |
Member's native language. |
Ethnicity |
Member's ethnic group or affiliation. |
Marital Status |
Member's current marital status. |
Envelope # |
Non-editable field. The system displays the member's envelope number assigned by the church. |
Field |
Description |
Education & Career |
|
Career Type |
Member's profession. For children, select Student or leave blank. |
Details |
Use this field to provide information related to the member's career (for example, member's employer). |
School |
Name of the school the member attends or attended. |
Education |
Highest education level achieved by the member. |
Grad Year |
Year the member graduated from high school. The system automatically calculates the value in the Grad Year field as 18 years after the value in the Birth Date field. If necessary, you can change the system-supplied value. |
Additional Information |
|
Soc. Sec # |
Member's social security number.
|
This tab retrieves information from the member's religious education records.
Field |
Description |
Student Record |
|
Term |
Term of enrollment. |
Start |
Start date of the term. |
End |
End date of the term. |
Class |
Name of religious education class. |
Grade |
Student's grade level. |
Present |
Class attendance statistic: % present. |
Absent |
Class attendance statistic: % absent. |
Attendance |
Click the Full Record link to view and print the student's attendance records. |
Field |
Description |
Contact Information |
|
Email Address |
Member's e-mail address. |
Home Phone |
Member's home phone number. |
Cell Phone |
Member's cell phone number. |
Work Phone |
Member's work phone number. |
Pager |
Member's pager number. |
Fax |
Member's fax number. |
This tab lists the seven sacraments and shows the following sacrament information:
● Completed: the checkbox indicates whether the sacrament was completed (checkbox selected) or not (checkbox not selected).
● Date: shows the date the sacrament was completed.
● Prep Year: shows year in which preparations leading up to the sacrament took place.
● Parish: shows name of the organization where the sacrament took place.
● Celebrant: shows the name of the celebrant.
Field |
Description |
Member Workgroups |
|
This section lists any workgroups the member belongs to. This information is retrieved from the member's workgroup affiliations in Family Directory. |
|
Member Strengths |
|
If your organization is keeping a profile of member strengths, this section shows up to five strengths. |
How to View and Update Information in a Member's Record
How to Use the Calendar to Set a Date