You will need the Create People permission to perform this action.
There are two ways you can add a new person to One Church Software. The first is to click on the "New" drop down menu at the top of any page, and click on "Person."
The other way is to navigate to the Contacts/People and click on the "Add New" button at the top.
Regardless of which method you choose, a pop up will appear where you can enter the details for this person. The following fields are available:
This section contains information related to their name. You can add, edit and delete values in all drop downs in this section using the menu to the right. You will need the Full Write People permission to do this.
Please note, unless you have the Limited Write People permission, you cannot edit the title, name, or suffix fields. This means members of your congregation who register for an account and otherwise have no elevated permissions cannot edit their own name. This is to protect the identity of the profile record.
Title - the salutation such as Dr., Mr, and Mrs.
Name - the first and last name. This field is required.
Suffix - follows a person's name and provides additional information about the person.
Goes By - contains a list of nicknames this person goes by.
This person will be added as a head of household of a new family. You can add, edit and delete values in all drop downs in this section using the menu to the right. You will need the Full Write People permission to do this.
Position - this is the position the person will hold within the new family they will be added to (ex Adult, Child).
Unless otherwise indicated, you can add, edit and delete values in all drop downs in this section using the menu to the right. You will need the Full Write People permission to do this.
Gender - the gender for the person (e.g. Male, Female).
Birthday - the day the person was born. If entered, only the year is optional. If the full date is entered, the age of the person will appear as appropriate through the system.
Campus Attended - for multi-campus churches, this is the name of the campus the person attends. If your church is a single campus, you can leave this blank. You can add, edit and delete campuses using the menu to the right. You will need the Campuses permission to do this.
Marital Status - the marital status for the person.
Race - the ethnic group this person belongs to.
Ethnicity - social group this person belongs to.
Language - the primary language this person speaks
Occupation - the person's job or career
This is where custom fields belonging to the "General" area belong. If you have the Full Write People permission, you will be able to add, edit, reorder, and delete custom fields.
In addition, for people profiles, you can also move custom fields from one section to another. To do so, click on the label and choose “Change Section” from the menu that appears.
This section contains general contact information for the person.
Contact Preference -the communication type that this person prefers to be contacted by
Email, Phone, Address Sections
Here you can also define one or more emails, phone numbers, and addresses. Each section has a type that can be managed using the drop down menu in the section header. You must have the Full Write People permission to add, edit, and delete types. See screenshot below.
One in each area must be marked as their primary. You mark one primary by clicking on the radio buttons in each section. The primary email, phone number, and address is what appears on report results and in listings.
Social Media Section
This area contains fields related to many of the most popular social media sites.
This section contains important dates for this person. If you have the Full Write People permission, you can add, edit, and delete the available list of event names in the drop-down. A person can have as many important dates as needed and they will be listed chronologically on their profile.
If you define a date for the same event twice, the last one listed is used.
This is where custom fields belonging to the "Important Dates" area belong. If you have the Full Write People permission, you will be able to add, edit, and delete custom fields.
This area contains information used by the check-in system.
Barcode - this is a unique identifier for this person and can only be numbers. This number can be scanned within the check-in system to quickly check them in.
Medical Notes - these are special notes (e.g. allergies) that will be printed on the default name badge. Use this to give volunteers special instructions when interacting with the child.
Emergency Contact - the default name label uses the child's family's family manager as the emergency contact. Their name and phone number appear on the label. Use this field, to override this information for this person.
This is where custom fields belonging to the "Check-In" area belong. If you have the Full Write People permission, you will be able to add, edit, and delete custom fields.
This section contains settings related to giving for this person.
Preferred Fund - this is the default fund selected automatically for this user when they visit the giving portal. It is also the fund selected when the user uses text giving and does not specify a fund.
Giving Envelopes - the list of associated giving envelopes. You can click on the "autogenerate" button to have the system add a unique number to the list.
Statements - determines which transaction appear on this person's giving statement. People marked as "Combined" will have their contributions grouped into a single contributions statement. People marked as "Individual" will always get their own statement. Changes here will be saved to entire family.
This area contains generally contains administrative data for this person.
Record Type - the relation between this person and the church such as Member, Prospect, or Other. You can use the drop down menu to the right to add, edit, and delete types. You will need Full Write People to do this.
This is where custom fields belonging to the "Additional Fields" area belong. If you have the Full Write People permission, you will be able to add, edit, and delete custom fields.
Once finished, click on "Save" at the bottom of the pop up to create the person's profile.
You can also choose to keep the pop-up screen open and add another "New Person Profile" by selecting that option (see below).