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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 ...
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Does anyone have a written policy that they would be willing to share on what information may or may not be entered into Contacts and Notes or Relationship Manager in Fellowship One? Do you have some information that is locked away and not entered?
Thanks for your help!
Debbie Doell
debbied@cornerstoneweb.org
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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 ...
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There are a couple of different ways we have seen churches track these types of contacts. The option you choose will depend upon when you want the data captured.
Option 1 - entering the information when the call comes in:
This option is focused on workflow through the contact process vs. strict privacy of information. Create a critical care ...
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