Church Equip Family Screenshots

Church Equip Menu Help

The Church Equip Menu is designed to be open and available from anywhere in Church Equip. The various modules, data entry forms, reports etc, are all very visible and easy to find.

The Family Information Form

The primary form in Church Equip is the Family Information Form. There is a search utiltiy at the top of the form to search for families and nearly all the forms in Church Equip have edit controls to safeguard from accidental edits. Additional tabs are available for family communication modes, contact information, service visit tracking for new families, family notes and much more. Visible at the bottom of the Family Information Form is each family member. You can access the family member from this form or from the Family Information Form.

The Family Communication Modes

The next available tab on the Family Information Form is for tracking customizable communication modes. You can enter a family cell phone, an alternate email or website, a work number for any member of the family or anything you can possibly think of. Any email address can easily be added to an email group for easy communications.

Family Contact Points

The third tab available at the top of the Family Information Form will allow you to track the contacts you have had with families that are not yet attending your church. This is a very helpful tool that will allow you to assess how effectively ministries are adding new families to the church.

Family Service Visits

Many churches have visitors to their services fill out a visitor card or communication card. The Service Visit tab on the Family Information Form allows you to record each family�s visit as well as specific comments (such as we would like a visit, I want to be baptized, we want to be in a small group), general comments, and the church family that accompanied them. This is very helpful for doing follow-up on families who have visited. At the end of each month or year you can run a report and know exactly how many families visited if they are attending regularly.

Family Notes

The Family Notes tab will allow you to enter any number of notes for a family. These notes can be marked as private so only the person who entered the note can view the contents. If the note is not marked as private then it is visible to all users.

Family Photo Build Utility

The next tab at the top of the Family Information Form will open the Family Photo Utility. This utility will help you build the information needed to generate a photo directory. The photos are not stored in the database but simply linked with the folder button. This keeps the database to a manageable size for networking or for data backup.

The Family Census Report

Church Equip includes a number of printable forms that you can distribute to your congregation to collect the information you need. Churches can include a privacy statement on each data collection form. This is a sample of the Family Census Form. It can be printed from the Family Information Form and will be populated with the information for the current family in the form.

The Service Visit Report

A complete list of visitors to your services and their related information is available for any period, week, month or year. The report includes specific comments and general comments they have made. Visitors are sorted by date, by name or by type (local or out of town visitors). This information will help you turn visitors into regular attendees.

The Family Detials Query Report Builder

Use the advanced query report builder to build a report containing any set of customized family data you desire. Use the advanced search and filter utility to pin point the exact data you want in your report. For example, you can create a report that finds all the families with the last name beginning with the letter "B" who live in a particular postal region that attend the church and have unlisted phones. This is a very powerful tool for building reports.

The Family Reports Menu

The Family reports available include membership information, life events, various church keys assigned to families, anniversaries, birthdays, spiritual gifting, contact points, and service visit information.

The Family Emails Query Report Builder

Use this Advanced Query Report Builder to complie email list for your church family. There is also a group email utility in Church Equip.