Anatomy of a Household Record [Tech Specs]

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A household record in Shepherd's Staff will have address and mailing information for a single household located in one compact area. 

This article will go a little more in-depth list on exactly what specific information related to a household 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 Household Records.
  • The camera will open a photo editor to add/edit/delete a picture for the household record.
  • The push-pin contains additional notes for the household. (Some phone numbers from 8.7 or earlier may have converted into this area)
  • The paperclip allows you to add attachments to the household record.
  • The envelope allows you to email this household straight from this record. (Email will need to be set up first)
  • The phone allows you to text this household straight from this record. (Texting will need to be set up first)

Household Information

  • Household name
  • Household type
  • Non-household checkbox
  • Person assigned to household (can be eclipsed by Person assigned override in a person record)
  • Ministry group for household (can be eclipsed by Ministry group override in a person record)

People

  • List of all people in the household, living and deceased. Double-clicking a person's name will open up their personal record.

Contact

  • Primary Phone
  • Secondary Phone
  • Household email
  • The lock icons by any contact information marks them as private if locked, and public if unlocked.
  • The phone icon to the far right of the tab will contain a list of all phone numbers, household, work, and personal.
  • An extra notepad for any other contact information is provided by clicking the pushpin icon next to More.

Addresses

  • Home 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)
  • Household Away 1 address
  • Household Away 1 address description (can be opened by clicking the pushpin icon next to Address) 
  • Household Away 1 Start and End dates
  • Household Away 1 phone numbers
  • Household Away 1 phone number descriptions (can be opened by clicking the pushpin icon next to Address phone numbers)
  • Household Away 2 address
  • Household Away 2 address description (can be opened by clicking the pushpin icon next to Address) 
  • Household Away 2 Start and End dates
  • Household Away 2 phone numbers
  • Household 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.

Mailing Information

  • Salutation for form letters
  • Label name styles (for mailing labels)
  • Receives newsletter checkbox
  • Preferred newsletter format (only visible if Receives newsletter is checked)

Touchpoint

  • Add a touchpoint for this household
  • Edit a touchpoint for this household
  • Copy a touchpoint for this household
  • Delete a touchpoint for this household
  • Export all touchpoints for this household

Other

  • These custom fields are separate from those in person 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)
  • Map block
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