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Outreach
The Faith Sunday School Visitation prospects are maintained from this window. The minimal information to add a new prospect consists of: Name, address, city and state. The source of this data varies from church to church. Most have a number of ways to collect this information. Visitor cards, new home sales, the utility companies, to name a few. Because this program is multi-user any number of staff members can simultaneously enter and maintain data.
See General Program Use for more information concerning changing the sort order; change the sort column and other helpful features
The required data fields for a prospect are:
First name,
Last name,
Street address,
City and
State.
The information for the remaining fields may be filled in after the first visit has been completed. These include:
Is the prospect is saved,
Is the prospect attending another church,
Birth date,
Occupation,
Marital status,
Sex,
Home and work phone numbers, and
Email address.
Many of these fields may not ever be used. Some of this information will make the matching of a prospect to the right Faith team easier. Having men and women on a team in the right age range and/or with similar backgrounds may make the initial contact easier.
There are fields that have to do with the history of the last visit and the scheduling of the next visit. The next scheduled visit date and the assigned Faith team will be completed before the visit. The date of the last visit and the date of the next visit are updated when the results of the visit been entered using the completed prospect data sheet.
On the Visitation Diary tab is a list of all the visits made to the selected prospect.
To keep the master data record up to date:
Click on the Last Visit button to insert date of this visit into the LastVisitDate field of the master record.
Click on the Next Visit button to add the number of days displayed in the Days to Next Visit box to this visits date.
The data for each visit is not complex but very important. The date will default to the date the information is entered. If this is not the correct date it is important to change it. This is the value that drives the Last Visit and Next Visit date fields.
Record who made the visit and make any notations concerning the visit.
Also see: Modify next visit date, Print data sheets, Print mailing labels, and Marking records.
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