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You can interact with families, members, and personnel in your parish through:

  • Letters and emails
  • Phone calls
  • Visits
      
 To keep track of interactions
  1. Locate the record of the family or individual.
  2. In the navigation pane, click Letters, Visits, Etc.
  3. Click the add icon , and enter information about the interaction.

    Useful Information

    • You can enter up to 30 characters in each field.
    • Here are some examples of what you can enter in the Description field: "Birthday Letter", "4th of July Email", or "Ministry Campaign Phone Call".
    • The Type field uses entries from the Letter Types keyword list.
  4. Click Save.

 

You can also convert your letters, calls, and visits into events that you upload to Google Calendar™.

Useful Information

This feature is only available with the Orthodox installation of Church Office.

 To upload information to Google Calendar
  1. Locate the appropriate family or member, and click Letters, Visits, Etc in the navigation pane.
  2. Click Upload to Google Calendar. The Upload to Google Calendar wizard displays.
  3. If you haven't already authorized access to your Gmail account, click Authorize Access. If you have authorized access, skip to step 8.
  4. Sign in to the account you use for Google Calendar, and click Sign in.
  5. A code displays automatically in the field. Click Continue.
  6. If you agree to give permission, click Allow access.
  7. After you authorize PDS, click Close to return to the wizard.
  8. Click Next.
  9. Select the item(s) to upload, and click Next.
  10. Select which calendar(s) to upload the items to, and click Next.
  11. When you're ready to upload the items, click Upload.
  12. After the upload is complete, click Done.


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