Manage People

Use this Data Entry routine to create or update a record for each individual, family, or organization. You may select this routine from the People Data Entry panel. If you work in this routine frequently, you can add it to the Quick Access Tool Bar.

Two other routines allow alternate methods of entering or editing this data:
Quick Entry Form – This routine (also on this panel) is useful for updating selected data for multiple people when at least some of the people’s entries will differ from others, or to provide a staff member or volunteer with a simplified screen with only the data fields that person needs to view or edit.
Quick Update – This routine (Utilities panel) allows you to make the same additions or change(s) in multiple records at one time.

Tabs

Manage People uses a Search tab for locating or creating a record, then eight other tabs that organize data on a family or individual. The second (Family) tab is for information that applies to all members of the same family, and tabs 3-9 are for viewing, entering and editing information on the selected person’s record. A tenth (Contributions) tab, from which all new users are initially blocked, displays a donor’s giving activity.

image\FDtabs.gif

1 Search — locates individual records;

2 Family (Mailing) — data which is the same for all members of the family;

3 Personal (Member) - basic data on each individual;

4 Member (Sacraments) - membership history;

5 Contacts (Visitation) - history of contacts made to this person;

6 Skills (Talents/Ministry) - this person’s abilities and involvement;

7 Service (Committees/Courses) - history of major responsibilities/training;

8 Comments - five categories of personal information;

9 Miscellaneous - health, education, career and other data;

Contributions — view a donor’s giving history.

On the Search tab, all other tabs are dimmed. When you select a person in the grid, his or her record opens to the Personal (Member) tab or the tab that was most recently open.

On all other tabs, to select a different tab, either click on it with your mouse, or on your keyboard, press the Alt key plus the Number on the tab. (The 10-key number pad does not work with the Alt key.) Whenever the focus is on the tab title, you can use the Arrow keys to move to other tabs.

Access to these tabs is tied to each user’s Username/Password. Each user can be given access only to specified tabs. For example, most organizations set most of their staff to Read Only Access for the Family (Mailing) tab in order to control updating addresses and phone numbers, but allowing everyone to look up that information. Also, new users are initially blocked from access to the Contributions tab unless specifically given rights to view it.

Command Bars

See Command Bars - People for information on the three command bars that are used in this routine (and in the Quick Entry Form routine).