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People Management

People management is the core of Mission. Every other feature — giving, events, groups, check-in, communications — links back to a person record. The terminology changes by engine ("Member", "Supporter", "Stakeholder", "Partner") but the data model is the same.

The People List​

Navigate to Members in the left sidebar to see your people list.

Search: Type in the search bar to find people by first name, last name, or email. Search uses a "contains" match, so "son" finds "Anderson", "Jackson", and "Johnson".

Table columns:

  • Name
  • Email
  • Phone
  • Status (Active / Inactive / Visitor / Deceased)
  • Actions (Edit, Delete)

The list returns up to 200 records at a time. Use search to narrow results for large organizations.

Member Statuses​

StatusMeaning
ActiveCurrent, engaged member of your organization
InactiveFormer member or lapsed attendee
VisitorAttended at least once but not yet a member
DeceasedRetained for giving history and family records

Status affects dashboard counts — only Active members count toward the "Active Members" stat.

Person Profile Fields​

Required​

  • First Name
  • Last Name

Contact Information​

  • Email — used for communications, portal login, giving receipts, and event reminders
  • Phone — used for SMS communications
  • Address — street, city, state, postal code, country (used for mailing and geo reporting)

Biographical​

  • Birth Date — enables age calculations; used for birthday outreach
  • Gender — optional; used for demographic reporting
  • Joined Date — when this person joined your organization; used for anniversary tracking

Organizational​

  • Status — Active, Inactive, Visitor, Deceased
  • Tags — comma-separated labels for flexible filtering. Examples: volunteer, deacon, first-time visitor, youth leader, major donor
  • Family — links to a Family record (see Families)
  • Family Role — Head, Spouse, Child, Other (within the linked family)

Notes​

  • Notes — private staff notes, visible only to staff. Not shared with the member or exposed via the portal.

Custom Fields​

Custom fields are available on the Pro plan. Admins configure custom field definitions in Settings, then staff fill them in on each person record. Custom field values are searchable and filterable.

Creating a Person Record​

  1. In the sidebar, click Members
  2. Click + Add Member
  3. Fill in at minimum First Name and Last Name
  4. Add email and phone for communications
  5. Set Status to Active, Visitor, or whichever fits
  6. Click Save

Editing a Person​

Click the edit icon or the person's name in the list. All fields are editable. Click Save to apply changes.

ℹ️

All changes are recorded in the audit log. If a donor disputes a giving record or a staff member makes an unauthorized change, you can trace exactly what was changed and by whom.

Deleting a Person​

Click the delete icon in the person list. Deleted records are soft-deleted — they are flagged with a deletion timestamp and automatically purged from the database after 30 days. During those 30 days, contact support if you need to recover a deleted record.

⚠️

Deleting a person removes them from all group memberships, event registrations, and volunteer assignments. Their donation history is retained for financial audit purposes and linked to the person ID even after deletion. Do not delete donors if you need to preserve complete giving records.

Families​

Families group individual person records into households.

Creating a Family​

  1. Go to Members → Families (or navigate via a person's record)
  2. Click + Add Family
  3. Enter the family name (typically the last name, e.g., "The Johnson Family")
  4. Add the household address
  5. Save

Linking Members to a Family​

Open a person's edit form and use the Family dropdown to search for and select their family. Set the Family Role (Head, Spouse, Child, Other).

Household View​

The family record shows all linked members, the household address, and a combined giving summary. This is useful for seeing total household giving across all family members.

Searching and Filtering​

The search bar does a full-text contains search across first name, last name, and email. Additional filters:

  • Status — filter by Active, Inactive, Visitor, Deceased
  • Tags — filter by tag value (exact match on the tag list)

For complex searches (e.g., "all active members tagged 'volunteer' in the Downtown group"), use the Connections graph or export data via the API.

Giving History on a Person Record​

Each person record includes a giving history section showing:

  • All donations linked to this person
  • Donation date, amount, fund, payment method
  • Year-to-date giving total
  • Link to generate a giving statement for this individual

Event History​

Shows all events this person registered for or attended, including registration status (Registered, Waitlisted, Attended, Cancelled).

Group Memberships​

Shows all groups this person is a member of, with their role (Member, Co-Leader, Leader) in each group.

Volunteer Profile​

If the person has a volunteer record, their availability, skills, background check status, and total volunteer hours are shown on their profile page.