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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.

  

With the Orthodox installation, you can also convert your letters, calls, and visits into events that you upload to Google Calendar.

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