People and households

People is your church’s directory: everyone it knows, whether or not they have a login. Each person has one record, and a household groups the people who live together under one address.

Find someone

1. Open People. The list shows name, email, phone, birthdate and when they were added.
2. Type in Search by name, or narrow the list with Any tag, Any consent (who has agreed to email or texts) and Any portal login.
3. Choose a row to open their record on the right.

Add a person

1. Choose Add person.
2. Type a First name and Last name. Email is optional: a person does not need one, and never needs a login.
3. Choose Add person. Their record opens, ready for more.

To bring in many people at once, use Import (a spreadsheet, or straight from Planning Center), shown to owners and administrators.

A person’s record

From top to bottom:

• The name, with “Goes by”, birthdate and home campus. Edit changes them (first and last name, goes by, birthdate, home campus).
• Contact: email addresses and phone numbers, each with a label (home, mobile…) and one Primary for this type. The + adds one; the cross beside one removes it.
• Household: the households they belong to, and their role in each.
• Coming up: events they are registered for.
• Allowed to collect, on a child’s record: who may collect them from check-in (see The check-in station).
• Pathway: where they are on your membership pathway.
• Portal login: whether they can sign in to the member portal, and the place to invite them.
• Tags and Notes (see Tags and notes).
• History: what changed on the record, and when.
• Delete person, at the very bottom, for those who can: they leave the directory, their households and every list. The record is kept and DCX Logic support can restore it; nothing is purged.

Households

1. Open People, then the Households tab. Choose Add household.
2. Type the Household name (“how the church addresses them, such as the Okafor family”) and, if you like, the Address, City, State and ZIP code.
3. Open the household. Under Add a member, choose the Person, their Role (Adult, Child or Other) and whether they are the Primary contact, then Add to household.

The cross beside a member removes them from the household (not from People). Delete household removes the household and keeps its people.

Duplicates

Owners and administrators see a Duplicates tab: people who share an email, a phone number, or a name and birthdate. Choose a pair to Review a possible duplicate, pick which record Stays, and choose Merge: the other record’s contact details, households, groups, registrations, serving, notes and history move to the one that stays. Not a duplicate stops the pair being suggested again.

Good to know

• Children’s records are seen only by roles allowed to see them (owners, administrators and ministry leaders); others do not see a child in the list.
• Who can change records. Everyone with People can look; owners, administrators, ministry leaders and membership coordinators can add, edit and delete. Only the owner can Export.
• Who we can contact (the tab beside Households) shows how many people have agreed to email and texts; see Agreement to texts and email, and STOP.
• Limited to campuses? The directory stays church-wide even for staff limited to their campuses.

For members

Members see and correct their own record in the member portal (My profile); they never see anyone else’s.

What DCX Logic support can do

Restore a deleted person, and help with a large import.

Coming from Planning Center

Merging in Planning Center works the same way: “All contact information and activity in any product will be moved from the Person To Remove to the Person To Keep, and the duplicate profile will be removed from your account” (Merge duplicate profiles). HoW keeps the removed record restorable rather than deleting it.