home

Go Method

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailGo Method

Reference Questions

Classify Types of References

Individual Types are a way to categorize various references you want to request.

  • You must be a Go Method admin to do this.
You can set up individual types to describe the classification you want to give to references. For example, you could categorize references as family member, co-worker, or pastor. References from a family member would filter into the family member individual type, and any references from a pastor would filter into the pastor individual type.
  1. In the top menu, click Events > References.
  2. In the left menu, click Individual Types.
  3. On the right, click Add Individual Type.
  4. Enter the Type Name.
  5. Set the Individual Type to Active to activate this Individual Type.
  6. Once complete, click Add Individual Type.
    The Add Individual Type screen. The Add Individual Type button is at the bottom right.
The individual type has been added for references. Repeat these steps to add more categories. To edit an existing type, select the one you want to edit from the list.
Go Method
portal

Last updated: July 11, 2024