Read a person's record

The header

Across the top, before any tab:

• Their name, and Since, the date they were added.
• Status, their Person Status label.
• Active Status, Active or Inactive.
• Mobile Access, whether they have joined the app.
• Last Sign In.
• Send Message, which opens a direct message to them.
• Edit Member, which opens the editable version of the record.
• Close, back to the list.

Below that, Basic member details with their email, phone and address, their Kannect Member ID, and any Directory listings they own with their role on each.

The six tabs

Connection & Reach. "How this person is connected and how you can reach them." Their connection state, the channels they can receive on, and a Communication History table of everything Kannect has actually sent them, with the date, the event, the channel, the details and what triggered it. That last column separates a System send from something a person did. See statuses and connection.

Engagement. "How this person is participating across your community." A dated activity list with a filter across All, Events, Donations, Memberships, Groups, Resources and Tasks. Entries read as plainly as "Registered for event" or "Joined membership for $200 monthly".

Profile. Their bio, their personal details (gender, date of birth, marital status), their emergency contact, and Custom Application Details, which is where the answers they gave on an application form end up. This is the tab to open before a conversation with somebody, because it is the only place their own words are.

Groups. A Group History table, one row per group, program or membership, with Fees, Discount, Total, Start Date, End Date, Renewal, Status and Payment. Each row offers Add discount and Cancel membership, and there is an Add group button above. This is where a per member discount lives, not on the plan.

Donations. Everything they have given, with the campaign, the amount, the date and the status, plus Add Donation for a gift that came in outside Kannect.

Notes. Your own notes on this person, with an attachment, who wrote it and when. Add Note to write one.