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General comment - DO NOT ENTER ANY PUNCTUATION MARKS (e.g. " ' , .)

  1. Click on Personal Tag

  2. Former Ref no: IGNORE

  3. Date of birth: if known dd/mm/yyyy eg 23/04/1952

  4. Estimate age: if no DOB given. Try!

  5. Favourite fund: For MP's supporters you could enter their fund code here

  6. Date started: automatic

  7. Our contact: Add initials of person who has responsibility of looking after the client

  8. Client source: Where we first heard of the client
  1. Click on Categs

 

  1. Category Headers/Categories:  Choose from –  Mission magazines, Prayer News, Distribution, Relationship Also note A/NAP for "no appeals"

  2. Note that a client often has several categories associated with him

  3. Mission magazines – select the number wanted.

  4. Prayer News – select the number wanted

  5. Distribution – this just covers Prayer Letters at the moment – so select the mission partner who they want prayer letters from (Only if they are to be sent out from 251)

  6. Relationship – Crosslinks parish secretary, DEF member, Parish Administrator, Church Finance Correspondent, Parish Treasurer, Church Warden. Also R/TRU for Trusts, 
  1. There are several categories in each header. If you want more than one category in the header, then select the header again.
  1. Click on Comments
  1. Subject – helpful title eg vicar has fierce dog
  2. Follow up date – format must be DD/MM/YY
  3. Next field (not labelled) – action, eg Check they have fed it
  4. Click on Details for the line you are completing – and fill in any more details e.g. every visitor should take meat for dog
  1. Click on Return to client record
  1. Click on Contacts. This page is to record notes of letters, phone calls and visits
  1. Choose type of contact from down menu eg visit
  2. Choose to or from
  3. Date defaults to today – change if you need, format DD/MM/YY
  4. By – select from drop down menu, more detail can be put in Details
  5. Subject: eg M.E. visit Peter Cottingham
  6. Save Record
  7. Click on Details  and complete. e.g. He preached a very boring sermon at 1100 You can fill in the Action and date fields if needed

 

58 Click on Connections This page allows you to add information such as the fact that this client is a Member of a certain church, or the husband of another client

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