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Syncing Activity Finder With Contact Item

Last post 09-12-2009, 2:38 PM by jjackson. 1 replies.
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     09-08-2009, 1:20 PM 15209

    Syncing Activity Finder With Contact Item

    Here's what I'm trying to do: when someone chooses a small group or a focus group through the online small group finder, fills out their information, and makes a request, I want that contact to show up in "My Tasks". 

     

    So far, no luck.  Here's what I've done:

    Created list of small groups and life groups with all the pertinent info in the activity section.

    I checked the box that asks whether or not I want this activity to be found in the small group finder and have routed the item to a contact item that would notify me. 

    I selected the small group finder module link and put the small group ministry in.  I'm not sure if I did this one right.  Should I select "activity" instead of "ministry"?  

    I made sure that the selected contact item is set up with the appropriate routes and items.  

    However, every time i test it, I get no notice in "My Tasks".  The tests show up in the duplicate finder but that's it.  What am I leaving out or doing wrong?  

     09-12-2009, 2:38 PM 15271 in reply to 15209

    Re: Syncing Activity Finder With Contact Item

    The small group finder is designed to send the contact to the small group leader who can view the contact through the small group manager.  Even if you use a contact item in the activity setup that is routing to you, for the purpose of the small group manager it will not appear in your "My Tasks" nor will it appear in your Ministry assigned to you.  You can view these contacts under the Ministry by changing the "assigned to" drop from your name to "unassigned".  you will then see all contacts submitted from the Small Group Finder.

     Jeremy Jackson

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