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  • 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

  • Re: Contact notification via email?

    I would also like to see contact notification emails sent to staff members who receive contacts when one is assigned to them in the portal.  Although, I still think they may need prompting again to check them and follow up.  We send out a weekly report listing everyone who has open/in progress contacts or volunteer pipeline items to ...
    Posted to Contacts & Communications (Forum) by  Sherryd  on March 18, 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

  • Contacts Best Practices

    In a few weeks we are going live with Fellowship.  It's exciting times and I'm looking forward to it.  The Contacts feature is something I would love to put in to use, but a co-worker bought up a scenario that I just can't figure out.  With Contacts and the Info card a person fills out in church, each box a person checks off will go ...
    Posted to Contacts & Communications (Forum) by  tgrace  on September 18, 2008

  • Cell Phones, Outlook and F1 Contacts

    I would be interested in hearing suggestions from churches on how they keep their pastors cell phones updated with membership phone numbers & other related info. One of our pastors was going to have a secretary type all of our church members names and numbers into his cell phone. This brought up a question that I have been considering since: ...
    Posted to Contacts & Communications (Forum) by  swatson  on March 18, 2008

  • Setting up contact forms for multiple sites

    Anyone else setting up contact forms for a church running multiple campuses? We currently have 6 campuses and the way we are set up now we have our contact forms (such as the form visitors fill out in worship) duplicated for every campus. I was thinking of trying to consolidate them into a single form but wanted to see if anyone else has done this ...
    Posted to Contacts & Communications (Forum) by  rguilliams  on December 5, 2006