A Connection is a record of a specific interaction or need that a person has expressed to your church. This could be a prayer request, a need for a ride, or a desire for spiritual guidance.
By assigning a Connection to a specific person, you're essentially delegating the responsibility for following up on that need.
Add and assign a connection
On the left-hand menu click on Connections > Add New or on the top page, go to "+ New" on the top of the page > Connection, or select the person's profile > Involvement tab > Connections tab > + New button
Fill in the appropriate details:
These details are required:
General:
Date
Person
Type
These details are optional:
General:
Status
Description
Additional Fields
Assignment
Assignee
Due Date
Comments
Comments
Click on the "Save" button.
Additional tips
Use Connection Types: Create different Connection Types (e.g., Prayer Request, Need Visit, Follow-Up) to categorize and prioritize needs.
Collaborate with Your Team: Coordinate with your team members to ensure efficient follow-up on Connections.