Use a person’s profile to keep their contact information, membership details, and other church records up to date. Most profile fields can be edited directly without opening a separate edit screen.
Open the person’s profile
- From the ChurchTrakr navigation, select People.
- Search for or locate the person you want to update.
- Select the person’s name to open their profile.
Edit profile information
- Open the Profile tab.
- Select the field you want to change.
- Enter or select the updated value.
- Save the field. ChurchTrakr displays an Updated successfully message when the change is complete.
You can update information such as the person’s name, preferred name, email address, mobile and phone numbers, birthday, address, website, membership status, Member Since date, notes, and other available profile fields.
Membership status and Member Since
ChurchTrakr keeps membership status and the Member Since date synchronized:
- Adding a Member Since date changes the person’s status to Member.
- Changing a member to Guest or Inactive removes the Member Since date after you confirm the change.
- Removing a Member Since date prompts you to choose the person’s new non-member status.
Other profile sections
Use the profile tabs to review information connected to the person:
- Giving
- Activity
- Communications
- Notes
- Groups
- Events
- Lists
- Volunteer
Tips
- Add an email address before attempting to send the person an email.
- Use the correct country selection when entering phone numbers or addresses.
- Use tags for shared characteristics or ministry groupings instead of placing that information in notes.