Browse by Tags

All Tags » Best Practices » notes

  • What private info is okay to include?

    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  
    Posted to Contacts & Communications (Forum) by  ddoell  on June 5, 2009

  • Tracking other contacts

    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 ...
    Posted to Contacts & Communications (Forum) by  mspidle  on February 16, 2009