I would like to hear how other churches handle their benevolence ministry in Fellowship One. We are trying to setup a process where our Benevolence person has some volunteer helpers who have an F1 portal login. We want our volunteers to be able to help contact the families that have asked for help whether it is financial related or transportation related or anything else. We were thinking that a contact could be entered for the volunteer and the volunteer could keep track of their communication with the family through contacts, however we don't want any confidential information regarding their situation entered as a contact. Mainly, because if you have access to view confidential contacts, you can see them for any ministry not just the one you work with. So, we thought they could enter their notes about the situation in benevolence notes (a note type we set up as confidential). We can select who has access to these notes and who don't whereas with the contacts, it opens all ministries confidential contacts if you give them that access right. Thanks for any input you can share! We are on a mission to meet people's needs and want to know how best to track it.
Blessings,
Crystal Shelton
The Cove Church