People records

People is the church directory. Add members, visitors, and anyone you need on file. Open a person for contact info, household, attendance, giving (finance/admin), notes, and follow-up.

Membership status matters:

• Active, passive, and pending count as the congregation.
• Visitor is for guests. They appear on the sanctuary attendance list.
• Utility is for mailboxes, generic contacts, and similar records that are not people in the pews.
• Archived means they left. History is kept. Open People → Archive to find them.
• Deceased is recorded on the person. They stay out of announcements unless they had opted in (they should not be emailed).

Search from the People page or the global search button in the sidebar. Add a person with the permission people:write. Finance can also quick-add a minimal visitor from giving when a donor is not on file yet.

Notes are limited. Pastor, admin, church admin, and finance can read and write member notes. Pastor-only notes need the pastor-only notes permission.

Do not create a second person when the same email already belongs to someone. Giving import also refuses to create a duplicate for a unique email.

The printable directory is a contact list of active members who have a phone, email, or address on file. Open Directory.