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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.

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