Reading a person's profile

Clicking a person opens their profile panel — a 5-second glance: just enough to orient you before you decide whether to dig deeper. For the full record, open the person's full record page from the panel.

What the panel shows

• Header — name (and nickname), date of birth and age, and badges: lifecycle status, homebound, a lifecycle stage chip (hover for the evidence behind it — see Engagement and lifecycle status), and, for people in the Safe Environment module, a Safe Environment clearance block with per-requirement indicators — green (cleared), amber (expiring soon), or red (overdue or missing). Staff with Safe Environment access also see expiry dates and a View in Safe Environment link.
• Contact — email, mobile, and their preferred way of being reached.
• Household — the family name, address, phone, and envelope number, plus the other household members (names and roles only — siblings do not see each other's private contact details).
• Story — a compact, recent slice of the person's Story feed, with filter chips and an Earlier pager to page back further without leaving the panel.

What lives on the full record page

The deeper sections live one click from the panel, on the person's full record page, laid out in tabs: Overview, Details, Family, Sacraments, Ministries, Engagement, Insights, Giving, and History. This keeps the panel itself fast to scan while the full detail stays one click away.

• Details — marital status, profession, languages, talents, accessibility needs, and whatever else your parish decides to keep. The fields are yours to define, under People → Setup.
• Engagement comes in three parts. AI Profile is the short read of who this person is to the parish, with the full text a click away — adults only, and a child's page says so plainly rather than inventing one. Correspondence is every recorded touch point: phone call, email, text, home visit, office visit, letter, merged with the Connect messages already sent to them. Mass Engagement carries the presence read and, where your parish uses it, formation.
• Insights — the pastoral notes with their full tools, alongside three standing answers to *what has this person given the parish?*: Service to the parish, Volunteering, and Participation.
• Giving — the household's Stewardship giving, for staff who hold the permission; the tab wears a padlock for everyone else.
• Sacraments, Ministries, and Cemetery interments (for staff with Cemetery access) sit on their own tabs, and History holds the Story.

About Correspondence

Everyone with People access sees the whole correspondence log — the office should never be the last to know Father already rang the family. Only the person who entered an item may edit or remove it. The Person column names who entered the item, not who the conversation was with; the person it was with, and the note itself, are in the row when you open it.

Tips

• The nickname shown beside their name can be set or changed too — click Edit ✎ and fill in Nickname.
• The photo can be enlarged; to change it, see Adding or changing a person's photo.
• If Gmail or Calendar is connected, your own correspondence with this person appears here as a lens — see Gmail and Calendar on a profile.
• Addresses from different sources (your import, the parishioner's own update, a snowbird's alternate) are all shown so the office can reconcile them.
• You can record something from anywhere in Vianney: + Quick Add offers Log correspondence and Add insight, and both open a small form on the spot rather than sending you off to another page.
• A death never separates someone from their family. A deceased spouse still appears on the household card, marked with a small cross and shown in a lighter shade.