Adding contact info

Events, Record Keeping, Utilities

Adding contact info

Postby GregG » Fri Feb 19, 2016 11:15 am

I'm a new user to Powerchurch v11.55 and using Windows 7. We have not converted the membership info from our existing database (different product) but I wanted to start producing a calendar of events. It appears that I need to have the event contact already in the membership profiles in order to select a contact with email, phone, etc.

1. Is there a way to add a contact from within the event program?
2. If I add a number of contact profiles for outside groups and/or church members, will these be overridden when the membership data is converted?

Thanks in advance
GregG
 
Posts: 3
Joined: Fri Feb 05, 2016 2:39 pm

Re: Adding contact info

Postby NeilZ » Fri Feb 19, 2016 3:23 pm

GregG wrote:I'm a new user to Powerchurch v11.55 and using Windows 7. We have not converted the membership info from our existing database (different product) but I wanted to start producing a calendar of events. It appears that I need to have the event contact already in the membership profiles in order to select a contact with email, phone, etc.

1. Is there a way to add a contact from within the event program?
2. If I add a number of contact profiles for outside groups and/or church members, will these be overridden when the membership data is converted?

Thanks in advance


1. No
2. Yes*

*I'm going to assume that you're having the database converted by the techs at Powerchurch from the old system to Powerchurch data. They will return a BACKUP file which you will RESTORE to the database. It will overwrite the existing data.

I am not sure if the event tables are overwritten, but I would suggest that you just wait until the converted data is returned, and restored.

HOWEVER ... if you're going to be converting the data by manually entering it, then item 2 is NO, just enter the data for those people now, and update it if anything needs to be updated from the old system.

Neil Zampella

Using PC+ since 1999.
NeilZ
 
Posts: 8957
Joined: Wed Oct 08, 2003 12:20 am
Location: Connellsville, PA

Re: Adding contact info

Postby GregG » Sat Feb 20, 2016 12:02 pm

NeilZ wrote:
GregG wrote:I'm a new user to Powerchurch v11.55 and using Windows 7. We have not converted the membership info from our existing database (different product) but I wanted to start producing a calendar of events. It appears that I need to have the event contact already in the membership profiles in order to select a contact with email, phone, etc.

1. Is there a way to add a contact from within the event program?
2. If I add a number of contact profiles for outside groups and/or church members, will these be overridden when the membership data is converted?

Thanks in advance


1. No
2. Yes*

*I'm going to assume that you're having the database converted by the techs at Powerchurch from the old system to Powerchurch data. They will return a BACKUP file which you will RESTORE to the database. It will overwrite the existing data.

I am not sure if the event tables are overwritten, but I would suggest that you just wait until the converted data is returned, and restored.

HOWEVER ... if you're going to be converting the data by manually entering it, then item 2 is NO, just enter the data for those people now, and update it if anything needs to be updated from the old system.



Thank you for the feedback. I had been led to understand that I could enter event info independent of and before the membership conversion, in that order. I may need to rethink our transition process.
GregG
 
Posts: 3
Joined: Fri Feb 05, 2016 2:39 pm

Re: Adding contact info

Postby NeilZ » Sat Feb 20, 2016 1:57 pm

GregG wrote:
Thank you for the feedback. I had been led to understand that I could enter event info independent of and before the membership conversion, in that order. I may need to rethink our transition process.


Greg,

you didn't say how you were getting the conversion of the information done.

However, you CAN enter the events data, just don't add the contact information until the membership data is added/restored.

Enter your events, when done go do a backup from the Utilities -> Backup & Restore Files. The second screen of the backup lists the various areas you can do a backup from. On the VERY RIGHT of that screen is a radio button for EVENTS. Select that, then click on NEXT. You can then save that backup to disk, or to a flash/thumb drive.

If you're getting a conversion done by Powerchurch, you can then restore the backup they send. Once you restart the program (It will reindex all tables, then close)THEN restore the Events Backup you have just taken.

Once you restart the program after that restore, you'll have your updated membership data, and the Events you previously entered. Then just go through every event, and add the contact info.

Neil Zampella

Using PC+ since 1999.
NeilZ
 
Posts: 8957
Joined: Wed Oct 08, 2003 12:20 am
Location: Connellsville, PA