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You can interact with ministers in your parish through letters, emails, phone calls, and visits.

 To keep track of interactions
  1. Locate the minister's record.
  2. In the navigation pane, click Letters, Visits, Etc.
  3. Click Insert, 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 Visit", "Thank You Letter", or "Follow Up Phone Call".
    • The Type field uses entries from the Letter Types keyword list.
  4. Click Save.


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