CREATING "SAMPLE XXX" PROFILES TO USE AS CONSITENCY GUIDES FOR DATA ENTRY Just sharing a tip (that may be no "breaking news" for most users!)...Because I keep having to look back at other profile entries to make sure I am updating a given one consistently, I decided to create new profiles named SAMPLE BAPTIZED MEMBER and SAMPLE MEMBERSHIP CHANGE and marked all the fields as they should look *after* updating for withdrawal or transfer. I also added some info in Notes for each profile too: -reminder about attaching .pdf of written intentions for withdrawal/txf (as required by our denomination), -changing... (More)
Welcome to MinistrySmart Online Community
I would like to be able to run profile reports and see both current and past group participation. As of now, the report will only show current groups. Any work arounds for this?
What family positions do you all use other than the default (child, spouse, head)? Since we are new to Realm, I am not sure how we will use that data so unsure how specific we need to be. For example, if they are the grandchildren being raised by grandparents, I am not sure if I should list them as "child" so I can group all children together or "grandchild" to show the relationship to their caregivers.