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Person & EcclesiaCRM

EcclesiaCRM gives the possibility to create a member who could be a system user, a family member, or a group member

NewsLetter a Family may receive the newsletter.

One member, an address

Each individual in the CRM has an address, the family concept allows an actual address assignment.

One member, several roles

Each member of the family has a specific role:

  • the family representative
  • the spouse
  • the children

The family representative is necessary to see a family on a member card

One member, a classification

  • a member
  • a prayer group leader

This part can be changed in "people management" and "customization"

One member, different proprieties

A member has different proprieties which are customizable, such as:

  • Un enfant peut ĂȘtre allergique A child can be allergic
  • A member can have personnel constraints

This part can be changed in "people management" and "customization"

One member, a number of groups

A member can be a part of one or more group:

  • Of sundaySchool
  • Of a prayer group
  • Of the elders group

One member, plenty of custom fields

The custom fields can be add as desired and different for each family.

The custom fields types are:

  • Boolean :
  • Date :
  • Text type 50 or 100 or infinite:
  • Year :
  • Season :
  • Number :
  • Group member :
  • Money :
  • Phone number :
  • Custom drop-down list :

One family, funds or automatic payments (only if the member is not a part of a family)

A family can donate and the donation can be claim for the fiscal receipts.

Reminder an address is a container of members. So an address is most of the time a family.

Some notes

A family can keep some documents, which are exportable to the EDrive


An EDrive


One can go see the part "User Manual" and "EDrive in the CRM"