Track Interactions with People

You can interact with families, individuals, and personnel in your parish through:
  • Letters and emails
  • Phone calls
  • Visits
  1. Locate the appropriate record.
  2. In the navigation pane, click Letters, Visits, Etc.
  3. Click the add icon green plus sign, and enter information about the interaction.
    Note:
    • You can enter up to 30 characters in each field.
    • Here are some examples of what you can enter in the Description field: "Thank You Letter", "Follow Up Phone Call", or "Hospital Visit".
    • The Type field uses entries from the Letter Types keyword list.
  4. Click Save.