Database Portal Help
Each of the five sections on this tab is described below. After changing any information, be sure to click the “Save My Changes” button at the top or bottom of the page. You can use the dropdown box at the top of the page to view and edit information for other family members.
Please make sure the information is spelled correctly and that we have the correct birthdate. Some database functions depend on having correct birthdates. Your birth year will not be shared with the congregation. The “Include In Directory” option relates to the online Church Directory in the next tab – selecting the “No” option will hide your information online. If you mark the box next to “I have my own address,” it will reveal the fields for an address separate from the rest of the household – this is useful for college students or if you spend part of the year in another location. Each person can upload their own photo to the database. This will help all of us – members, staff, and ministry leaders – associate names with faces as the photo will be included in the online directory (if you elect to display your information). To add or change a photo, click the “Edit” button and a dialogue box will open. Find the file with the photo you want to use and select it.
The “Household Name:” is the unique identifier for the household in the database (you cannot edit it). Please make sure the address and phone information is correct. If the address is in the United States, the “Country:” box can be left blank. If you select “Yes” next to “Private Address?”, your address will not be displayed in the online directory. Next to the “Home Phone:” and “Family Email:” boxes are small icons of a padlock. If it is unlocked, then the information will be displayed in the online directory. If you click on the padlock to lock it, the information will not be displayed in the online directory, but it will remain available to the church staff in the database. The “Family Email:” address will be used for any family members who do not have their own Primary Email address (see the “Communications” section below). Finally, you can upload a family photo using the same steps as the personal photo above.
You can add an unlimited number of lines to this section in order to enter into the database all of the means of communicating with you – from the standard Email and phone to web page, Facebook name, and Twitter handle. To add another line of contact info, click the “+ Add” button on the right side of the box – then use the dropdown box in the first column to identify the type of information and enter it in the second column. The columns with the checkmarks indicate the default number/address (green circle) to use for that type of communication. You may change this default at any time. The column with the padlocks works as described above with the “Home Phone” and “Family Email” fields. Items with the unlocked padlock may be viewable in the online directory (not all types of information are included). Items with the locked padlock are viewable only by staff and ministry leaders. The bottom two lines can be used to block any Email or SMS (text message) communication from the database.
This section details the Mailing Lists you are subscribed to. Some of the lists will allow you to opt in or out – as you can do with the Weekly Email Update list shown here.
You can use this section to change your password. You will have to confirm the change by entering your current password when prompted.
The online directory for the congregation can only be viewed by people with a valid login who have been verified by the church staff. Because this database portal is connected directly to the database, the information available to members is the same as that available to staff – as long as the individual has allowed online access to that information as described above. The directory entries include photos if they have been uploaded by the individual or family. If you click on the link for the address, a new window will open with a mapping application to locate that address. If you click on an Email address, your mail application will open to compose a message to that person. Some letters of the alphabet will have multiple pages, which you navigate to via the controls at the bottom of the page.
This is all of the groups you are involved with. There is information about the group and then a listing of group members. If a group member has designated any of their contact information to be private (locked with the padlock as described above), it will not be displayed to other group members, but will be available to the group leader. You can use the button to send an Email or a Text Message to everyone in the group. Clicking on a group member’s name will take you to their page in the online Church Directory. Clicking on an individual Email address will open your mail application to compose a message to that person. Group Leaders also have the ability to manage group attendance from this screen and to add web links to the group description. The “Printer Friendly Version” button at the top will open a new window with a group roster that can be easily printed.
Similar to My Groups, this is a list of all ministries you are involved with and provides a listing of the people involved in the ministry. If someone has designated any of their contact information to be private (locked with the padlock as described above), it will not be displayed to other ministry members, but will be available to the ministry leader. You can use the button to send an Email or a Text Message to everyone in the ministry. Clicking on a person’s name will take you to their page in the online Church Directory. Clicking on an individual Email address will open your mail application to compose a message to that person. Ministry Leaders have the option of adding web links to the page that would be helpful to those involved with the ministry.
This is a list of upcoming events to which you have been invited or for which you are registered. If there is a regularly occurring event – such as worship or a choir practice – only the next occurrence of that event is listed, along with the information about the frequency with which the event occurs. If you scroll through the list, you will find information about special events and special worship services. If the event is one that requires registration, there will be a link next to the event description that will allow you to register. You can use the dropdown box at the top of the page to view event information for other family members.
Manage your giving. View your giving history, print a contribution report for a selected time period, and make onetime and recurring gifts. You may give via a checking or savings account or a credit card. Gifts may be designated to one or more funds.