Visitor information changes over time—phone numbers update, addresses change, and family situations evolve. VisiConnect makes it easy to keep records accurate and up to date.
Opening the Edit Form
To edit a visitor's information:
- Navigate to Visitors > All Visitors.
- Find the visitor using search or filters, or click their name from any list.
- On the visitor's profile page, click the Edit button in the top-right corner.
This opens the same form used when adding a visitor, pre-populated with existing data.
Editable Fields
Almost all visitor fields can be updated, including:
- Name: Correct spelling or reflect legal name changes.
- Contact Information: Phone numbers, email addresses, and mailing address.
- Demographics: Date of birth, marital status, occupation.
- How They Heard About Us: Update if you learn new information.
- Notes: Add new notes or update existing ones.
- Family Members: Add, remove, or modify family connections.
Adding Notes
The notes field is invaluable for recording conversation details and pastoral insights. Best practices for notes:
- Keep notes factual and respectful.
- Include prayer requests, interests, and spiritual background.
- Note any specific needs or concerns shared.
- Date your notes for reference.
Changing Visitor Status
While status typically updates automatically based on visit count, you may need to manually adjust it. The status dropdown is available in the edit form. Common reasons for manual changes:
- Marking someone as a Member after they complete membership class.
- Setting status to Inactive for someone who has moved away.
- Correcting a status that was set incorrectly.
Transfer History
The edit form includes a history tab showing all changes made to the visitor's record, including who made each change and when. This audit trail is useful for accountability and reference.
Saving Changes
After making your updates, click Save Changes at the bottom of the form. If you change your mind, click Cancel to discard all modifications.