AddingEditing Contact Items Dynamic Church Conferenceaddingediting接触的项目动态教会会议.docxVIP

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AddingEditing Contact Items Dynamic Church Conferenceaddingediting接触的项目动态教会会议.docx

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AddingEditing Contact Items Dynamic Church Conferenceaddingediting接触的项目动态教会会议

Making the Transition:Contact Management1. What is a Contact?In Fellowship One, a Contact is defined as recorded communication between the Church and a Congregant.? Contact Management in Fellowship One begins when someone attending your church requests information or expresses interest in something. ? Requests are routed to the correct person, responded to, and can eventually be reported on.Why Use Contacts?We Can Measure ProductivityAvoid Visitors “Slipping Through the Cracks”2. Contact Details1. Contact Item - The options people can check off to express interest in or request information from a ministry or department at the church. Items are typically found on paper forms such as a guest registry or communication card. 2. Contact Form - A collection of contact items that represent how a person can contact your church. These items are typically found on paper forms such as a guest registry or communication card.3. Contact Type - Represents the name of the contact form4. Contact Status – Indicates what state the contact is in. Open, New or In progress?5. Route-to Person– The person within a ministry who is primarily responsible for acting on a contact itemClick here to learn more about Contact Management in the Fellowship One Learning Center3. Managing the ContactsThe first step in the Contact Forms process is to add the name of the contact form. For example, the contact form might be First Time Visitor or Guest Registry.Add a Contact Form NameClick the Admin tab. Menu options appear on the left side of the portal.Click the Contact Setup and Contact Type menu options. The Add/Edit Contact Form Name profile appears.Type the name of the Contact Type in the Form Name field. Select the Activecheck box to activate the Contact Type.Click the Add New Form Name button. The contact type appears in the Contact Types table at the bottom of the screen.Edit a Contact TypeFollow steps 1-2 above. The Form Names table appears at the bottom of the screen.Click Edit next to