Database

Quick Answer: Database

Database is the unified people view in My Workspace. Every donor, volunteer, prospect, and guest is a single person record with role badges — not a duplicate row in separate lists — so you update contact details once and see a complete picture of each relationship.

Available on every plan for staff who can view donors, prospects, or volunteers. It complements the focused Donor CRM, People CRM, and prospect tools, and feeds the Household Giving Report when you link related people.

Included on all plans; edits follow each person's role permissions.

One Record Per Person

Database keeps one canonical record for every person your organization works with. Role badges show each person's active relationships — Donor, Volunteer, Prospect, Guest — without creating extra rows. A volunteer who starts giving becomes a donor in the same record; the badge updates and both giving history and hours are visible from the same profile.

Role Badges

Each person can carry multiple role badges at the same time. Badges reflect real access and history:

• Donor — has given or holds an active donor profile
• Volunteer — on the volunteer roster with hours tracked
• Prospect — in outreach with source, status, and added date
• Guest — captured through an Intake guest card submission

Assigning the Donor role to someone with an active Prospect badge converts and archives the prospect record — history is preserved. Role changes follow domain permissions, so granting the Donor badge requires donor-write access.

Partner Affiliation

Partner is a separate church-standing designation — not a role badge. It tracks active and former membership intervals with effective dates. A Partnership tab on each profile shows current status, history, and lifecycle controls for staff with write access. You can mark a household's current members as Partners in a single action. Partner standing has no accounting or donation meaning.

Filters

The Database list supports filters across all roles in one view:

• Role (Donor, Volunteer, Prospect, Guest)
• Life stage
• Household
• Tags
• Partner status (active, former, none)

Profile Tabs

Open any person to see their full picture without leaving Database:

• Overview — summary cards for giving totals, volunteer hours, prospect stage, and household
• Giving — donation history with the same edit and void actions as Donor CRM (accounting write access required to void)
• Volunteer hours — hour log with add, approve, edit, and delete matching volunteer tools
• Development — prospect source, status, and added date for active outreach
• Partnership — Partner status, interval history, and mark/end/reactivate controls
• Notes — staff notes for the person record
• Compliance — background-check status

Power tools that require deeper context — donation refunds, fund moves, ledger drilldown, portal invites, prospect conversion, and profile merge — remain in the focused domain CRMs. Use More actions → Open in … from the profile to jump there.

Households

Link any person to a household from their profile. Household couples share a household record but remain distinct people — you see giving and hours per person, and the Household Giving Report aggregates them. A person's household tab shows members across all funds your organization manages, so sibling-fund relationships are visible in one place.

Guest Card Captures

Guests who fill out a published Intake guest card appear in Database automatically. AlignMint matches them to an existing person record when identity is clear; ambiguous submissions land in the Intake review queue for staff to resolve. Every accepted submission is also the guest's visit record.

What You Can Do

• Browse one searchable list of every person your organization works with
• Filter by role, life stage, household, tags, and Partner status
• Quick-add a person and assign donor, volunteer, prospect, or guest roles
• Edit contact details once and keep linked records in sync across roles
• View giving history and volunteer hours from the same profile
• Link households and mark Partner standing with tracked history
• Jump to a domain CRM for power actions from any profile

Good to Know

Global search routes people results to the Database profile, giving you a single front door to everyone in your organization. Edits respect permissions — recording a gift or adjusting hours uses the same rules as Donor CRM and volunteer tools. Contact details edited in Database sync to all linked role records automatically; you do not need to update each CRM separately.