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RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Minister Processes

Update Minister Interactions

CAUTION: This process alters data. We recommend backing up your data before proceeding.
With this process, you can update or erase the logged letter entry on multiple records. Once processed, you can view updates in the Letters, Visits, Etc. window.
CAUTION:

This process modifies existing entries in the Letters, Visits, Etc. window. It does not add new lines.

  1. On the Information tab, click Ministers > Processes > Change Letters, Visits, Etc..
  2. Select which ministers to include based on descriptions, types, and dates.
    Note: If you enter a description, you must enter it exactly as it appears in the Letters, Visits, Etc. section.
  3. Click Next.
  4. Select records to further filter which minister records to update, then click Next.
    Note: For help with conditions, see the Additional Selections section in the topic, Report Selections.
  5. Select the first option if you want to assign the changes per minister. Or, to assign the same changes to all ministers, select the second option and enter the new date, description, type, and/or note. Blank fields are left as is.
  6. Click Next.
  7. Review your list. If needed, add or edit any dates, descriptions, types, and/or notes. To delete an entry from Letters, Visits, Etc., select Erase this Line.
  8. When you're ready to update the selected ministers, click Next.
  9. To post the new interaction information, click Finish.
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Last updated: February 28, 2024