Skip to main content

Properties

A Property is a label that can be applied to a Person, a Group, or a Family. Separate sets of Properties are defined for the three different record types, and new properties can be created as need. A record can be assigned an unlimited number of Properties.

Additionally, Properties can have values which contain information related to that Property. For example, a Property for a Person record might be "Hospitalized." A person with this Property is currently in the hospital, and the value of this Property could contain the name of the hospital and the room number.

There is no Properties menu.

How do I know what properties have been assigned?​

On the person, family, or group page, the card title is Properties. It lists each assigned property and its value when the property has one. There is no heading named Assigned Properties.

How do I assign a property?​

  1. Open the person, family, or group.
  2. On the Properties card, choose a property and click Assign.
  3. If the property has a prompt, enter the value when asked. A blank prompt means the property has no value.

Open a group from Groups, not from a List Groups item. That menu item is not there.

How do I edit a property value?​

On the group Properties card, a property that has a prompt shows Edit Value. Change the value and save it. If Edit Value is not there, the property does not store a value.

How do I remove a property?​

On the Properties card, use Remove on that property and confirm.

How do I add a property I can assign to a person?​

  1. Go to People → Admin → Person Properties.
  2. Click Add New.
  3. Complete the form. Enter a prompt (for example, "Enter the hospital name and room number") if the property should store a value.

Leave the prompt blank when the property should not store a value. The page also has Manage Person Property Types.

How do I add a property I can assign to a family?​

  1. Go to People → Admin → Family Properties.
  2. Click Add New.
  3. Complete the form the same way as a person property.

Property types for families are Manage Family Property Types.

How do I add a property I can assign to a group?​

  1. Go to Groups → Admin → Group Properties.
  2. Click Add New.
  3. Complete the form the same way.

Property types for groups are Manage Group Property Types.

What is a property type?​

A property type groups related properties. A property belongs to one type. For example, a type named Physical Status might hold Disabled, Home-bound, and Hospitalized.

How do I add a property type?​

On the person, family, or group property list, click Manage … Property Types (the label includes the record type, such as Manage Person Property Types). Add the type and save it.

Can't find what you need? Ask in Discord, or open an issue on the ChurchCRM repository.