How can I complete an assigned connection?
There are two ways to complete a connection assigned to an individual: from the assignment email, or from inside One Church Software. Both methods end at the connection modal, where the completion date is confirmed and optional notes can be added.
Complete a connection from the assignment email
When a connection is assigned, an email is sent with the details of the connection, including who to contact and any notes the assigner provided.
In the email, click the green Update Status button.
On the page that opens, go to the dashboard and locate the connection via the To Do List. This opens up the connection, where to see the following:
Completed On - the date the connection was completed.
Notes - any optional notes you want to leave for the rest of the team.
Click the Actions > Edit connection > Status: Completed > Save.
Complete a connection from inside One Church Software
If signed in, pending connections appear in the To Do List widget on the home page.
On the One Church Software home page, find To Do List.
Click the row for the assigned connection. This opens the connection listing filtered to the assigned connections.
Open the connection desiring to resolve and mark the status as Completed.
If you have the Full Write Connections permission, you can also edit the connection and change the status from Pending to Complete.
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