Page tree

There are four Connections List items: Prospect Source, Member Assigned To, Age Group, and Responses.

Useful Information

The Member Assigned To and Age Group descriptions can be changed. For example, Member Assigned To can be changed to Staff Responsible, and Age Group can be changed to Campus.

 

Prospect Source

Under Prospect Source, you can add the different ways that people heard about your church or organization, for example, a friend's referral or a church blog. This information could be very important, for example, if you are paying for an advertisement. With the Prospect Source field, you can find out if people are learning about your church through this source or not.

This list displays on individual records on the Connections tab.

 To add or edit items in the Prospect Source list
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select Connections, then click Go .
  3. Expand Lists, then click Prospect Source.
  4. Click Add. Enter an item for the drop-down list. Select Add Another to add several items at one time.
  5. Click OK. Continue adding the items for the Prospect Source list.
  6. To edit items in this list, select the item in the right pane and click Edit. Make the necessary changes and click OK.

Member Assigned To

The Member Assigned To field displays on the Connections tab on individuals records. This field is used to select an individual from the database who is assigned to oversee that connection. In Define Lists, you can change the description of this field. For example, you could change it to Staff Responsible.

 To change the description of the Member Assigned To field
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select Connections, then click Go .
  3. Expand Lists, then click Member Assigned To.
  4. Click Change Desc. Enter the new field description, then click OK.

Age Group

The Age Group drop-down list displays when adding a Contact. However, you can change the description to track something else, for example, Campus. Whichever description you use, you can add items in Define Lists to display in the drop-down list.

 To configure the Age Group list
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select Connections, then click Go .
  3. Expand Lists, then click Age Group.
  4. Optional: If you want to change the description to something other than Age Group, click Change Desc. Enter the new field description, then click OK.
  5. Click Add. Enter an item for the drop-down list. Select Add Another to add several items at one time.
  6. Click OK. Continue adding the items for this list.
  7. To edit an item in the list, select it on the right-pane and click Edit. Make the necessary changes, then click OK.

Responses

Responses are the possible results of a contact that is made, and they are assigned to the Inward and Outward Contact Types in Define Lists. When a Contact is marked complete, you can select a Response from the Responses tab depending on what type of Contact it is.

 To add or edit Responses
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select Connections, then click Go .
  3. Expand Lists, then click Responses.
  4. Click Add. Enter an item for the list of responses. Select Add Another to add several items at one time.
  5. Click OK. Continue adding the responses.
  6. To edit a response, click the item in the right-pane and click Edit. Make the necessary changes and click OK.