Note: This article refers to the soon-to-be-released new, updated Pastoral Visits view
Users can add past or future Pastoral Visits in the Pastor Visits view.
The Pastoral Visits view allows visits or other points of contact to be recorded so that pastors (or other church leaders, elders, staff, or volunteers) can keep track of the people they have visited, or should be visiting next.
To add a new pastoral visit,
- Click the People icon to get to the People view.
- Click Pastoral Visits.
- Click New Visit.
- Click in the date field and use the calendar to select the date of the visit.
- Use the "Visited" drop-down to choose one or more names of those being visited.
- Use the "Visit Type(s)" drop-down to select the type or reason for the visit. Notes:
- You can select more than one type.
- The "Type" selection includes all default and custom types that have ever been used and is not recommended for information specific to a single visit. For this reason, the only way to remove type options from this field is to remove any Pastoral Visit entries with the type selected, so before adding a type, check the existing options carefully.
- If recording mileage, enter the total miles for the visit (whole numbers, no decimal) in the "Mileage" field.
- If recording time, enter the number of hours the visit took (whole numbers, no decimal) in the "Length of Visit" field.
- Check the "Communed" box if communion was given.
- You can enter notes in the Notes field if desired. Any notes saved here will be added to the visitee(s) timeline under the date of the visit. Or you can leave Notes here blank until after the visit, and make the addition either here or on the person's timeline after the visit (or add an additional note to the timeline after the visit). In either case, you'll want to click the "Visible to" box to select who can see the notes.
- Click Save.
Once saved, the visit will be listed as shown below, as long as the date of the visit falls within the selected date range.
And here is the person record of our sample visitee, showing the visit and note in her timeline: