how-to
Product: Parishioner CRM
Reviewed: Tue Sep 08 2026 03:00:00 GMT+0300 (Eastern European Summer Time)
Find answers to common questions about managing member profiles, privacy settings, and directory details in the CRM.
How do I merge duplicate member profiles?
If you discover duplicate entries for the same person in the directory:
- Navigate to the People directory.
- Select the duplicate profile cards.
- Click the Merge Profiles button from the admin action bar.
- Select which profile contains the correct primary information (like correct email and birthdate) to serve as the master record.
- Confirm the merge. All history, attendance records, and group memberships from the duplicate profile will be automatically combined into the master record.
Can members hide their contact information from the public directory?
Yes. Privacy is fully customizable:
- Default Isolation: Member profiles are hidden from the public by default.
- Directory Visibility Settings: Members can log into their portal, navigate to Profile Settings, and toggle their directory visibility status.
- Field-Level Restrictions: Members can choose to display their name but hide their personal phone numbers, email addresses, or physical home address from fellow parish members.
- Admin Visibility: Church administrators and priests can always view all contact details regardless of these member-level visibility settings.
What is the difference between Active and Inactive membership status?
- Active Members: These are regular participants in parish life. They appear in active attendance sheets, are included in general announcement lists, and are counted in active parish census reports.
- Inactive Members: Profiles marked as inactive represent individuals who have moved away, transferred to another parish, or are no longer attending. Inactive profiles are preserved in the system to protect historical sacrament and giving records, but they are excluded from daily operational sheets and standard reports.
How is the engagement score calculated for a member?
The engagement score is a percentage indicator of how active a member is in church activities:
- The system automatically evaluates participation metrics over the last 90 days.
- Points are earned for checking into liturgies, participating in small groups, volunteering for shifts, or submitting feedback forms.
- Scores are updated nightly. If a member’s participation drops significantly, their score declines, which may trigger a friendly check-in suggestion for their assigned shepherd.