3 Personal (Member) Tab

This Manage People tab contains basic information on the individual shown. Field names marked with an asterisk (*) in this Help file are combo boxes.

Individual's Name — Last, First, Nickname, etc. plus Email

Phone Numbers — Work, Fax, Cellular, etc.

Envelope/Picture

Personal Information — Gender, Birthday, Anniversary, Grade, Language, etc.

Second Address — Vacation, college, or other secondary address

Suppress Options — Mark a person to be excluded from specific report routines

Quick Merge — Send a personal letter to this person (Requires User Reports)

View Attendance — View/print attendance history

View Events — View/print event participation FUTURE ENHANCEMENT

Quick Find — Locate other records with specific data in a field

Announcements — Popup notices appear if this person is listed for an announcement

Field/Tab Titles

Field and tab titles are listed here with the default title followed by an example of a user-defined title in parentheses: Rel. to Church (Status). Many field and tab titles can be changed on the Field Text screen in Preferences image\preficon.gif. When the Catholic option (Organization screen in Preferences) is selected as Organization Type, the Catholic field titles are automatically defined. Similarly, field titles change if Baptist, Methodist, or Donor is selected.

Individual's Name

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First

Enter the person's first name - up to 30 characters. This name displays with the Last Name on the Search Grid and prints on reports unless a Nickname is used. See below.

Middle

Enter the middle name or initial, or press Tab to skip. This text appears in the Name field on the Search Grid

NOTE: Be cautious with long names. Not all reports or labels have room to print extremely long names in their entirety. Thus, entries in the Middle Name field do not print on all reports (e.g., Directory, Labels), and no reports print the Middle Name with the Nickname (below). If you require a middle name or initial to print on all reports, append it to the First Name.

Last

The Family Last name appears in this field. You may enter a different name for any family member with a different last name. Most reports that group family members together (e.g., Directory) let you decide whether you want to print the different last names of family members.

NOTE: To insert international characters (ñ, é, etc.) into names, see Create New Family.

Organizations - You may type an organization's name here - up to 30 characters - and leave the other name fields blank, if no individual is defined for an organization. Also, verify that the Organization and Family Salutation fields on the Family (Mailing) tab correctly format an organization name.

Title

Type up to ten characters (Mr., Mrs., The Rev., Dr., etc.)

The entry of titles is not essential, but is recommended so that you have the option to use them when appropriate. At any time when printing reports, you may set Name Format (Preferences on the File menu) to use or omit the titles when printing. If set to use Titles, if either a husband or wife have a Title in their record, but their partner does not, their names will print without titles on reports that combine names into a single listing.

Suffix (Optional)

This is a ten-character field in which you can designate a person as Junior, Jr., II, III, etc. This text appears in the Name column on the Search Grid, but does not print on all reports, especially in some layouts that combine Husband and Wife names into a single listing (e.g., Directory).

Nickname (Optional)

You may enter a nickname or informal name that is preferred for use on personal correspondence or reports.

You may set Name Format (Preferences) at any time to use the Nickname instead of the First Name in printing reports. If no Nickname entry is made, the First Name always prints.

Maiden (Optional)

Enter a married woman's maiden name.

Email

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Personal / Work / Cell Text Message Email

Enter this person's Personal, Work and or Cell Phone email address.

The Personal and Work addresses print on the Profile, Master List and are an option on the Directory routine. (If you choose to Export a Family directory, you have the option to include separate email addresses for each family member with an email entry here. Edit Reports allows adding individual email addresses for all family members to a printed directory.)

When entering or editing a Personal Email address, pressing Tab or Enter or clicking out of the field will popup an alert asking, Do you want to make this address the Family Email? (Family [Mailing] tab). Click OK or press Enter to update the Family Email field. Select No to close the alert without impacting the Family Email.

The Quick Update routine has an option to Update the Family Email address from the Personal Email address of the .01 record in each selected family.

The Cell Text Message address is the person's Cell Phone Number plus the location defined by their cellular carrier. For example, in the USA, the person's carrier is Verizon, the format is the 10-digit number followed by @vtext.com (8055551234@vtext.com). If the carrier is AT&T, the format is the 10-digit number followed by @txt.att.net (8055551234@txt.att.net).

To Clipboard - This button copies the individual's name and address to your computer's clipboard, allowing you to paste it into a document for printing an envelope or label. A pop up provides you with the option to use the Family Salutation or individual's Name.

Email buttons - These buttons become active when an email address is entered. Click the button to open your regular email program (e.g., Microsoft Outlook) in which to type the email message you want to send to this person.

To send the same email to multiple people at once, use either —

Send Email on the People > Utilities panel. You must have defined your email system in Preferences > Program Links in order for Logos to process these messages.

Export Email Addresses in the Export People Data routine. This will quickly create a data file with names and email addresses. Open the exported file in Excel or other program and copy the addresses to which you want to send messages. Then paste the copied addresses into the BCC field of a new message in your regular email program.)

Phone Numbers (image\chkmk.gif = Unlisted)

Enter only the phone numbers that apply for this person.

Type only the numerals, not the dashes or brackets for any phone number.

You may enter the area code in all cases or only if it differs from the local area. Logos determines whether to place digits in the area code segment based on the number of digits entered.

To clear out the entire phone number, highlight the entire number and press BackSpace. To clear out just the area code, highlight those digits only and press BackSpace.

Mark the check box after a phone number if that number is Unlisted. To mark a check box, either click your mouse in the box, or press Space Bar when the box is highlighted. Unlisted numbers do not print in the directory. On other reports, a "U" prints in front of the number. These fields appear in the list of fields on the Search Criteria > Family tab, allowing you to easily locate any records with an unlisted number.

Home

This number from the Family (Mailing) tab is visible here, but cannot be edited on this tab. Go to the Family (Mailing) tab to enter, change, or delete the Home Phone number, which updates the records for all family members.

Work

Enter a work phone number and up to four digits for an extension. (The extension does not print on all reports, usually due to space limitations.)

Fax

Enter a fax number. This can be printed on the Directory for Head of Household records.

Cellular

Enter a number for a cellular phone

Other

Enter any other number useful in reaching this person.

Dial

As any of the above phone numbers are entered, the Dial button to the right becomes active. Click on a Dial button to open the Windows AutoDialer so that you can automatically dial the phone number. You may need to contact your phone provider to have your Windows AutoDialer correctly configured. See this Microsoft page for tips on setting this up: http://windows.microsoft.com/en-us/windows-vista/phone-and-modem-options-using-the-dialing-rules-modems-and-advanced-settings.

Overseas

Use this field for a foreign phone number that does not fit the standard configuration of the phone number fields.

Envelope/Picture

Envelope / Change image\change.gif

This field displays an envelope number assigned to this person. For a married couple defined as a "Joint Account", the Envelope number displays in both the husband's and wife's record. In order to change a person's envelope number, select the Change icon image\change.gif to open the Assign Envelope Number window in which a new Envelope number can be entered or the current envelope number can be cleared. (The Change icon is active only for a user who has been given access to Edit Envelope Numbers. See System & Users > Maintain Users to modify user access.)

Contrib Type

This field displays a person's Contribution Account Type.

A married couple defined as a "Joint Account" will display "Joint" in this field in both the husband's and wife's record.

A person defined as a "Single Account" (regardless of Marital Status) will display "Single in this field.

All other records will be blank.

Individual Picture

Select this button to open the Individual Picture window in which to display a photograph of this person. A Family Picture can be displayed on the Family (Mailing) tab.

Personal Information

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Family Position

You may select from a list of options that identify this person's position in the family (Father, Mother, Aunt, etc.). Entries in this field display in the Household list on the Family (Mailing) tab.

Relationship to Church (Status) *

This crucial field defines this person's "official" status with the church. This is one of the most useful data fields when printing reports or sending mailings to selected families or individuals. This combo box field makes it easy to define a flexible set of "codes" with full descriptions to ensure that entries in this field are consistent and accurate.

You may type up to four characters or select the arrow button to see the list of defined entries.

If you enter text that has not previously been defined, you see an alert box stating:
"The text you entered is not in the list. Would you like to add it?" Select Yes to open a window in which you can enter a more complete description for this code.

You may define as many of your own "codes" as you desire, however M and V MUST be the first character to designate Members and Visitors so that reports which distinguish members and/or visitors will print correctly.

Consider these ideas for defining your Relationship to Church (Status) categories:

Code

Description

Explanation

M

Member

Every (child or adult) member of the church

RA or NM

Regular Attendee or Non Member

Those who attend but are not members

WM

Wife of Member

Persons in member's family

HM

Husband/Member

Same

CM

Child of Member

Same

IM

Inactive Member

Former members who no longer attend

SS

Sunday School only

Do not attend worship

SI

Shut In

People who are unable to attend

V

Visitor

New people who have attended

P

Prospect

People who have not yet attended

O

Other

Non-residents or others who desire mail

NOTE:

M in the first space will cause an asterisk * (indicating a member) to print in the Directory - or vice versa - depending on the settings you select in the Directory routine of the Reports panel.

Care Group /Age Group (Religion) *

Use up to ten letters and/or numbers in this combo box to designate the care (shepherding) group, general age bracket, religion - or other category to which this person belongs. Or press Alt+Up or Down Arrow keys or select the arrow button to see the list of defined entries. When you first type a group designation, an alert box opens with this message:

"The text you entered is not in the list. Would you like to add it?"

Select Yes to open a window in which you can enter a more complete description for this code.

Tip

Consider using the first few digits to designate the age bracket and the others to note the group or leader (YASMITH = Young Adults assigned to Smith).

Date 1st Attendance (Date Registered)

This field, along with the field of the same name on the Family tab, initially displays the date entered when the first record for this family was created. You may change the date here to show when this individual first attended an event at your church. This date is important in helping you to periodically delete records of people who only attended once or twice. See Flag Records.

Tip

If you want to change this date for all family members, go to the Family tab and make the change there. A window pops up giving you the option to automatically update this field for all members of the family.

Source 1st Attendance (Reason Attended/Attend. Note)

If you know the reason this person first attended your church, type that information here (up to 40 characters). Or, you may want to add a note indicating something about this person (e.g., Local Visitor, New in Area, Friend of Sammy Suarez, etc.) This information will print on the Assignment Card.

Gender

Type M for male or F for female. Logos formats these characters as Upper Case, regardless of how they are typed. Once an entry has been made, it can be deleted or changed by pressing the Space Bar.

Grade

Enter the school grade (K-12) for children and teenagers. This field can be automatically incremented once a year by an option in the Quick Update routine. See Grade if you want to also use this field with children younger than Kindergarten.

Birthday

Type two digits for each segment of the date:

MM = Month (01=January, etc.)

DD = Date (01=the first, etc.)

YY = Year (99=1999, 10=2010, etc.)

See Also: Entering Dates for information about date formats and what to do when only partial information is available.

Age - (Calculated Field)

This data is automatically calculated once the Birthday has been entered. When printing reports, you may search for records using the Age field (located in the Field list immediately after Birthday). Since this information is a calculated number, not one that is permanently stored as other fields are, the processing time will take longer than for other searches.

Anniversary

Type two digits for each segment of the date. To copy the anniversary date from one spouse's record to the other, use the Copy and Paste image\copy_paste.gif functions on the command bar. (To quickly move to another family member's record, use the Arrow icons on the command bar, which move among records in the order defined by the highlighted column on the Search tab.)

If set to Catholic, the Anniversary field is linked to entries made in the Marriage field on the Sacraments tab. If data already exists in either field (e.g., via data conversion, entry in an earlier version of Logos II, use of Quick Update), the link is established by cutting the data, then pasting it into the other field. If data already exists in both fields, you may delete it from both, then re-enter it in either. If you install and link to Logos Sacramental Register, this field, along with the entire Sacraments tab, will be dimmed for each person with a record in the Register program.

Marital Status *

Up to four characters may be entered in this combo box or you may select the arrow button to see the list of defined entries. When you first type a new entry, an alert box opens with this message:

"The text you entered is not in the list. Would you like to add it?"

Select Yes to open a window in which you can enter a full description for this code.

For example:
S - Single  M - Married  D - Divorced
SP - Single Parent  MP - Married Parent  DP - Divorced Parent
ENG – Engaged W - Widowed

Tip:

Do not code children and teenagers as S - Single, reserving that entry so you can easily select on adult singles.

Language1st/2nd

These two fields use the same combo box to let you identify a person's primary and secondary languages. If you choose to retitle either of these field names (Field Titles function on Preferences Field Text screen), remember that there is only one combo box list shared by the two fields. Use the list for data that you need the option to select one or two items in a person's record. (If using these fields for languages, we suggest that you use the Field Titles function to rename the "2nd" field to be "Language 2nd" so that it displays as such throughout the program.)

Second Address

Select this button to open a window in which you may enter a second address for this person.

NOTE: Second Address information is linked to the individual family member, allowing one or more persons in a family to have a different Second Address from the others.

Mail / Directory / Contribution Suppress — Click here for information on these check boxes.

This will allow administrators and authorized staff to view and/or edit selected data in this record on the Web. It does not create a Ministry Connection account for this person. That action is controlled by the administrator on the Web.

NOTES:

The Transfer History routine (Contributions > Utilities panel) requires that both the person from whom and to whom the data is being transferred are synchronized to Ministry Connection or that neither person is synchronized.

When a record is flagged for deletion, this Publish to Web check box is cleared. If the record has been synchronized to Ministry Connection on the Web, all that person's Web data will be deleted and the Logos II "Web Key" fields that define the link to the Web will be cleared. If the record is then un-flagged at some time, the Logos II data can once again be synchronized to the Web, if desired.

Quick Merge — Click here to format/select a letter to send to this person.
View Attendance — Click here for information on viewing this person's attendance history.
View Events — Click here for information on viewing events for which this person is registered. FUTURE ENHANCEMENT

To move to another tab in this person's record -

Select that tab with your mouse or press Enter to move focus to the tab title, and then use the Right/Left arrow keys to move to other tabs

To save your entries and remain in this record -

Select the Save icon on the Command Bar or press Ctrl+S.

To save your entries and exit from this record -

Select the Search tab or the Close icon. You will be asked to verify if you want to save the entries and exit.

To save your entries and move to another person's record —

Either select the Search tab where you can choose another person, or select a navigation arrow button from the Command Bar. The navigation options move through the records in order defined by the active column on the Search tab.

Quick Find: Locate another record with a specific entry in a field

Move your mouse to that field (not a combo box) and click the right mouse button. Then double-click on Quick Find. In the field that opens, type the data you are looking for.

See Other Tabs (Press Alt+# on tab):

1 Search — locates individual records;

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

4 Member (Sacraments) - personal 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.