You can interact with families, members, and personnel in your parish through:
- Letters and emails
- Phone calls
To keep track of interactions
- Locate the record of the family or individual.
- In the navigation pane, click Letters, Visits, Etc.
Click the add icon , 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 Letter", "4th of July Email", or "Ministry Campaign Phone Call".
- The Type field uses entries from the Letter Types keyword list.