Experience.FellowshipOne.com

I need some clarification on what constitutes "contact".  Here we have been challenged to appreciate 5 people in our church each week.  This can include emailing, calling, or sending them a note.  Is this something that should be entered into F1?  Is it a contact?  Is it a note?  Or should this not be recorded in F1 at all?

I'm all about data gathering and think the more info we have the better we can minister to people.  What are everyone else's thoughts?

 Mark 

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Mark Spidle - IT Director
Point of Grace Church
markspidle@pointofgrace.com
www.pointofgrace.com

We're trying to figure this out too.  The "contacts" functionality seems to be aimed at "assigning" someone to complete a specific request or task.  We're trying to figure out how best to record an outgoing contact that is initiated from within the staff, rather than from the members or lay leadership.

When I decide to send a card of encouragment to someone, how should this be tracked?  

OK -- since no one else is replying -- I thought I'd go ahead and post what we decided to do.  Maybe someone else has a better way, but this is what we did.

 I created a contact form called "Outgoing Contact".  Within the form are items like "Pastoral Call (Josh)" and "Pastoral Call (Bill)".  With the name in parentheses indicating to whom that item is assigned.  When we make outgoing contacts, we go into the individual view of the person we're calling and click the " + " sign next to the contacts area.  We add the contact there and then (usually) immediately close the contact.

What would be really helpful is if we could open and then close the contact all in one step -- like with a "close" checkbox right there on the same screen where you can enter notes about the contact.  Maybe I should post this in the ideas area.

Is anybody else doing anything like this?