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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Need Connect Quick Start

Need Type Setup

Use the Need Connect application to identify users with needs and users who can help provide assistance. The application lists various organization-defined Need Types that users can self-select they need or for which they can help provide assistance. See the Quick Start for how they work together.

Need Types

Need Types display in Need Connect (both the Connect Form and the Needs Board) when they meet the following criteria:

  • The associated Need Campaign record has Is_Default is set to True.

Need Type Fields

  • Type_Name: The name of the Need Type. Used by Need Connect.
  • Need_Campaign_ID: Identifies the associated Campaign.

Create Need Types

There are several sample Need Types provided at install. Add, edit, or delete as needed.

Note: Need Types display on the Connect Form based on their ID order.
  1. Go to Platform > Needs Management > Need Types.
  2. Click New.
  3. Enter organization-defined Needs.
    Groceries Delivery, Schooling, Childcare, Prayer, Yard Work
  4. Assign the Need Type to the appropriate Need Campaign.
  5. Click Save.
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Last updated: July 16, 2024