Related video: How to edit a member's personal info.
The Personal page is used to track information related to the member including Club, Household, Household Members, Miscellaneous and Medical Info as well as Permissions and Notes. (This tab will be disabled if a user's permission is set to No Access for Members, Personal Info.)
Tap/click the Delete Member* buttonto delete the selected member and all related data from the database. This will delete all attendance, visit, handbook, award, and payment records associated with the selected member. It will also delete the household and its related data if the deleted member is the only member in the household. This action requires you to confirm by marking a checkbox to enable the Delete button.
TIP: To preserve historical information, it is recommended to NOT DELETE members who have associated data. It could affect past attendance and visitor records. Instead, click the Archive button on the confirmation dialog to update the member's status, then, use the Member Filters to limit the statuses shown in the Member list.
Tap/click the Print button to print the member's personal information.
The information listed below is initially shown as read-only text. (Note: Only fields with data will be shown on the read-only page but all will be included on the edit page.) Tap/click the Edit button*to add or change information. Then use the Save Changes button
to save the changes. Or use the Done or Discard Changes button
to leave edit mode without saving the changes.
General information:
- Title, First Name, Last Name, Suffix, Preferred Name, Pronunciation
- Gender, Birth Date (Age is calculated based on birth date)
- Flag (example: use colored flags to mean different things, such as: a question for the member, needs a new name tag, is missing paperwork, or they volunteered for something)
- Code (example: create codes for actions to take given food allergies, such as 'X' for no food allowed at club, 'O' for only eat what they bring)
- External ID (useful if matching AWdb record to an external database)
- School
- Household Contact Type ('Child' for clubbers; other options include Emergency, Head of Household, Non-Parent Pickup, Other, Parent)
- Relationship ('Son/Daughter' for clubbers; other options include Father, Mother, Son, Daughter, Aunt, Uncle, etc.)
- Person Status (shown only on read-only page, determined by various Role Statuses)
- Member's cell phone and/or email address (In edit mode, check the box to indicate the member has a separate cell phone or email that belongs exclusively to this member. Parent's phone/email or the household's shared phone/email should NOT be included here. Use the
and
buttons to add and delete member phone/email records.)
- Photo
Primary Role information:
- Role Status, Club Name, Role Type
- For clubbers: Grade, Location, Team Leader, Team Color, Team Name
- For leaders: Location, Role Position, Team Color, Team Name
- Uniform (In edit mode, Select <None>, <Other>, or a uniform from inventory. If <Other> is selected, you can specify a custom description. Use the
button to change the list of uniform choices.)
- Is registered and registration date (In edit mode, when a member's registration is marked as current, their Status is changed to Active. If they are a Clubber, a Fee for Dues is created, and their various Permission forms are marked according to System Settings.)
- Has paid dues in full (When a member has paid dues in full, the check-in page's Dues Paid checkbox will be checked and disabled for all weeks, so the member will get dues points according to club point settings.)
Other Role information:
- If the Primary Role is for a Trek or Journey clubber, there will either be an "Add as a Student Leader" button here or there will be role information to describe the clubber's Student Leader position. (Clubbers in younger clubs will not have the option of adding an "Other" role.)
- If the Primary Role is for a Leader, there will either be a
button here or there will be role information to describe the leader's other role. A leader can have any number of "Other" roles, but only the Primary one will have registration and dues info. (We recommend only creating an additional role for a leader if they need multiple attendance records, like if they lead clubs that meet at different times or on different nights.)
- Use the
button to delete any "Other" roles.
Household information:
- Filing Name (shown only on read-only page; links to Household Module*)
- Parent(s)
- Non-parent pickup
- Church
- External ID
- Household Status (shown only on read-only page, determined by various Member Statuses)
- Street Address, City, State, Postal Code
- Driving Directions
- Household's phone and/or email address (In edit mode, check the box to indicate the Household has a home phone or email that all members share. (Parent's phone/email or a specific member's phone/email should NOT be included here. Use the
and
buttons to add and delete household phone/email records.)
- Household Notes
Household Members (shown only on the read-only page; lists each member of the household by Contact Type with the following information):
- Filing Name (links to other Member/Contact records*) and Relationship
- E-mail address(es)
- Phone number(s)
- Use the
buttons to add additional members to the household:
- Add New Contact - for a person who is not a club member (i.e. a parent or an emergency contact) and is not already in the database.
- Add Contact From Another Household - for a person who is already in the database as a member of another household (i.e. a leader or a parent from another household who will be an emergency contact for this household).
TIP: To add/edit/delete a phone or email record for a person listed as a household member, tap/click the link to that person's Member/Contact record. Then, tap/click the Edit button*. The person's phone/email will be shown in the General Information section.
Miscellaneous information:
- Date Joined
- Preferred Bible Translation
- Primary Language, Secondary Language
- Is a Christian, Rebirth Date and Baptism Date
Medical information:
- Include on Medical list
- Has Special needs
- Allergies
- Last Tetanus Shot
- Doctor and Dentist info
- Insurance info
- Other medical info
Permissions:
- Activity Participation
- Travel
- Photo Use
- Medical Release
- Other (designate)
Notes
* Permission settings may prevent this from showing. See DB Users Permissions for details.