Here is your TouchPoint trivia question for today: How can you customize contacts for your church? If you know the answer, you get extra points for sure! Contacts can be customized by adding standard extra values. Yes – standard – which means that they will appear on all contacts of the type you define.
For instance, suppose you want all your church’s pastoral care contacts for personal visits to hospital to have predefined fields for the hospital name, room number, and expected release date. You can configure these extra values to appear on all contacts where the Ministry is Pastoral Care, the Contact Type is Personal Visit, and the Contact Reason is Hospital, as illustrated in the image below: