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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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Our church uses communication cards to track attendance, get prayer requests, request information, and now sign up for upcoming events (which works GREAT by the way). I then create a contact form based on this upcoming weeks communication card (these will change every week).
Is there a way to get FellowshipOne to automatically have a person that ...
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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 ...
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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 ...
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