You can interact with ministers in your parish through letters, emails, phone calls, and visits.
- Locate the minister's record.
- In the navigation pane, click Letters, Visits, Etc.
Click Insert, and enter information about the interaction.
- 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.
- Click Save.