Anatomy of a Person Record [Tech Specs]

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A person's record in Shepherd's Staff has all of their personal information in one compact area. 

This article will go a little more in-depth list on exactly what specific information related to this person is contained in each individual tab.

If you are looking for a particular field, it may be easier to press Control+F to type your query into find a related field on this page.

Read-Only Area

The top area is a section used for quick and easy reference. Though this area is read-only, if you double-click the subtitle for each line, it will automatically open the tab containing that information if the tab is closed.

To the right of the read-only area, 

  • The question mark will open a web page from the help center on Person Records.
  • The camera will open a photo editor to add/edit/delete a picture for the person record.
  • The push-pin contains additional notes for the person. (Some phone numbers from 8.7 or earlier may have converted into this area)
  • The paperclip allows you to add attachments to the person record.
  • The envelope allows you to email this person straight from their record. (Email will need to be set up first)
  • The phone allows you to text this person straight from their record. (Texting will need to be set up first)

Personal Information

  • First Name
  • Preferred Name
  • Middle Name
  • Last Name
  • Suffix
  • Title
  • Personal salutation
  • Household name
  • Household Position
  • Life verse (field name can be customized in Tools / Settings)
  • Sex
  • Ethnic origin
  • Church background
  • Birth date
  • Birth place (can be opened by clicking the pushpin icon next to Birth date)
  • Marital status
  • Wedding Date
  • Spouse's name
  • Prior surname
  • Death Date
  • Death place (can be opened by clicking the pushpin icon next to Death date)
  • Widowed date
  • Divorced date

Church

  • Member or Non-member
  • Participation (Active, inactive, homebound, etc)
  • Membership code (Associate, Preparatory, Full Member, etc)
  • Received by (as a member) reason
  • Received (as a member) date
  • Removed by (as a member) reason
  • Removed (as a member) date 
  • Sunday School Grade (field name can be customized in Tools / Settings)
  • Sunday School Grade Section (if there are multiple classes for the same grade)
  • Ministry Group override (overrides the Ministry group assigned to the household, if any)
  • Person Assigned override (overrides the Person Assigned to the household, if any)
  • Baptized checkbox
  • Baptism date
  • Confirmed checkbox (field name can be customized in Tools / Settings)
  • Confirmation date (field name can be customized in Tools / Settings)
  • First Communion checkbox (field name can be customized in Tools / Settings)
  • First Communion date (field name can be customized in Tools / Settings)
  • User-defined 3 checkbox (field name can be customized in Tools / Settings)
  • User-defined 3 date (field name can be customized in Tools / Settings)
  • Envelope number (must be added/edited in Contributions at this time)
  • Register number

Addresses

  • Home address (To edit information relating to the home address, click the pencil icon near Address)
  • Home address description (can be opened by clicking the pushpin icon next to Address)
  • Home address phone numbers
  • Home address phone number descriptions (can be opened by clicking the pushpin icon next to Address phone numbers)
  • Person Away 1 address
  • Person Away 1 address description (can be opened by clicking the pushpin icon next to Address) 
  • Person Away 1 Start and End dates
  • Person Away 1 phone numbers
  • Person Away 1 phone number descriptions (can be opened by clicking the pushpin icon next to Address phone numbers)
  • Person Away 2 address
  • Person Away 2 address description (can be opened by clicking the pushpin icon next to Address) 
  • Person Away 2 Start and End dates
  • Person Away 2 phone numbers
  • Person Away 2 phone number descriptions (can be opened by clicking the pushpin icon next to Address phone numbers)
  • Mailing address (if Home Address is not used as mailing address)
  • The lock icons by the phone numbers marks them as private if locked, and public if unlocked.
  • The pushpin to the far right can contain additional notes for any of the addresses.
  • The trashcan to the far right will delete the address currently selected. To delete a home address, you will need to click the pencil icon to edit it.
  • The clipboard will copy the address currently selected to your Clipboard to paste elsewhere.
  • The globe will open Google Maps for that address.

Contact

  • Cell phone
  • Carrier (required for texting only)
  • Personal email
  • Home address phone 1 (pulls from information in the Addresses tab)
  • Home address phone 2 (pulls from information in the Addresses tab)
  • Household email (pulls from information in the Household record)
  • Emergency Phone 1
  • Emergency Phone 1 description (can be opened by clicking the pushpin icon next to Emergency Phone 1)
  • Emergency Phone 2
  • Emergency Phone 2 description (can be opened by clicking the pushpin icon next to Emergency Phone 2)
  • Preferred contact method
  • Work phone
  • Work Phone description (can be opened by clicking the pushpin icon next to Work Phone)
  • Work email
  • The lock icons by any contact information marks them as private if locked, and public if unlocked.

Family

  • Family relationship
  • Father or guardian's name
  • Mother or guardian's name
  • Number of children
  • Children living

Work / School

  • Education level
  • Grade
  • Current school
  • Graduation year (this is a manually input field, it is not generated based on Grade)
  • Occupation or title
  • Military status
  • Work shift
  • Employer
  • Work phone (pulls from information in the Contact tab)
  • Work email (pulls from information in the Contact tab)

Other

  • These custom fields are separate from those in household records.
  • Option 1 (field name can be customized in Tools / Settings)
  • Option 2 (field name can be customized in Tools / Settings)
  • Option 3 (field name can be customized in Tools / Settings)
  • Text 1 (field name can be customized in Tools / Settings)
  • Text 2 (field name can be customized in Tools / Settings)
  • Text 3 (field name can be customized in Tools / Settings)
  • Date 1 (field name can be customized in Tools / Settings)
  • Date 2 (field name can be customized in Tools / Settings)
  • Date 3 (field name can be customized in Tools / Settings)
  • Yes/No checkbox 1 (field name can be customized in Tools / Settings)
  • Yes/No checkbox 2 (field name can be customized in Tools / Settings)
  • Yes/No checkbox 3 (field name can be customized in Tools / Settings)
  • Show this person in Church360 Unite checkbox
  • Medical / Allergies
  • Map block 

Ministry

  • Service Planning notes (can be opened by clicking the pushpin icon next to Service planning)
  • Pastoral care notes (can be opened by clicking the pushpin icon next to Pastoral care; field name can be customized in Tools / Settings)
  • Add a touchpoint for this person
  • Edit a touchpoint for this person
  • Copy a touchpoint for this person
  • Delete a touchpoint for this person
  • Export all touchpoints for this person
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