Getting the most out of the People Profile module

Getting the most out of the People Profile module

The People Profile module is where each individual's information lives: contact details, notes, past experiences, upcoming experiences, spirituality, religious affiliation information, and so much more. This information is stored and updated immediately when a person's basic information is updated or experience is added. Data can be accessed and reported on in a number of ways.

1. Log in to the application. From the Home page click on People Profile icon.


2. From this screen, you have many options.
2a.  You can select and import volunteers into a session. Refer to Import volunteers into a session  (To import participants into a session, you must first navigate to that session. Refer to  
Import participants into a session.)
2b. You can review or update any information on an individual's basic information, by selecting the desired individual. Refer to Build and maintain profiles.
2c. You can send an email or text. You can also log a phone call or meeting. Refer to Manage All Communications by Individual.
2d.  You can also manually add or import people into the application without adding them as part of an Encounter or Grow event and merge records to keep your data updated and accurate.


3. To view involvement across all Encounter and Grow events, refer to View Involvement report to display a person's activity across modules for detailed reporting options.

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