You will need the Create People permission to perform this action.
There are multiple ways to add a new person to One Church Software.
One option is to click the + New button located at the top left of the screen and then choose Person. Alternatively, you can navigate to Contacts from the left-hand menu, then click the Add New button near the top. You’ll be prompted to specify whether you’re creating a person or a business profile—select Person.
Name
Once you're in the person profile screen, begin by entering the individual's first, middle, and last name. You can also assign them to a family or designate a position.
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.
Members of your congregation who register for an account and otherwise have no elevated permissions cannot edit their 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.
Former Names - contains previous first and last names this person goes by.
Family
This person will be added as the Family Manager of a new family. The family position by default includes Adult and Child. You can add, edit, and delete values in all dropdowns in this section using the 3-dots menu to the right.
You will need the Full Write People permission to do this.
General
In the General section, you can input details such as gender, birthdate, campus attended, marital status, and anniversary. Clicking on More Fields reveals additional options including race, ethnicity, language, and occupation. Below these, you’ll find custom fields, which allow you to add personalized fields to each profile. When adding a custom field, you can set options like whether it’s required, hidden, or who has owner access.
Unless otherwise indicated, you can add, edit and delete values in all dropdowns in this section using the vertical dots to the right of the field.
You will need the Full Write People permission to do this.
Gender - the gender of 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 of the person.
Race - the ethnic group this person belongs to.
Ethnicity - the group or subgroup that shares a common cultural background.
Language - the primary language this person speaks.
Occupation - the person's job or career.
Contact
In the Contact tab, you can set the person’s contact preferences and add their email address(es), phone number(s) (with type), and physical address(es). If you want these contact details to be shared with all members of their family, check the box under the house icon.
You can use the plus sign to add multiple entries and the star icon to mark a primary method of contact. Social media accounts can also be added in this section.
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 dropdown menu in the section header.
You must have the Full Write People permission to add, edit, and delete types.
One in each area must be marked as their primary. The primary email, phone number, and address are what appear on report results and in listings.
Dates
The Dates tab allows you to add important dates relevant to the person. Click the Settings icon (gear) to manage the types of important dates, and use the file icon to add comments or descriptions. Custom fields can also be added here with control over visibility and access.
A person can have as many important dates as needed, and they will be listed chronologically on their profile.
If you have the Full Write People permission, you can add, edit, and delete the available list of event names in the drop-down.
If you define a date for the same event twice, the last one listed is used.
Check-In
Under the Check-In tab, you can assign a barcode (using numbers and/or letters) for use with a check-in scanner. This is also where you can enter medical notes such as allergies or other health-related details. Custom fields are again available if additional info needs to be tracked.
This area contains information used by the check-in system.
Barcode - this is a unique identifier for this person and can be numbers or letters. 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.
Authorized People - the individuals in the family or external relationships who have permission to check someone in our out. Married adults and/or Family Managers are authorized by default.
Custom Fields - can be added to this section by clicking the pencil in the Check-In section.
If you have the Full Write People permission, you will be able to add, edit, and delete custom fields.
Giving
The Giving tab allows you to indicate the person’s preferred designation for contributions and assign a giving envelope number. In the Additional tab, you can manage connections, notes, and any other 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.
Additional
This area generally contains administrative data for this person.
Record Type - the relationship between this person and the church such as Member, Prospect, or Other. You can use the dropdown menu to the right to add, edit, and delete types.
Custom Fields - can be added to the Additional Fields section by clicking the pencil icon found in this section of the main profile.
If you have the Full Write People permission, you will be able to add, edit, and delete custom fields.
Before finishing, be sure to set the appropriate Record Type. Once all relevant information has been entered, click Save to create the person’s profile.
You can also choose to keep the pop-up screen open and add another person profile by selecting that option (see below).
