Under the Pastoral Visits subheading in the People view, users can record upcoming or completed visits and other methods of contacting members of your congregation by the pastor or other church representative. These visits will appear in the Pastoral Visits calendar under Events, and on the timeline in the individual record of the person or persons being visited.
When adding a visit, users will select a date, the person or people being visited/contacted, the person who is visiting/contacting (does not have to be a pastor), and the type of visit, whether or not communion was provided, and notes, if desired. The distance traveled for the visit and the time can also be recorded.
The "Type" selection includes all default and custom types that have ever been used.
Users can add notes to the visits either here, or by navigating to the person or household record and then adding information and its visibility. This view then serves as a record of all the recorded visits.
Action buttons
Like other views, the Pastoral Visits view has action buttons for specific tasks.
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New visit - Click here to open the box to add a new visit.
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Print - This action will open a print preview of all visible entries from your browser.
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Export - This action will export all visible entries into a CSV file you can edit and share.
Filtering
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Search bar - This allows you to type in a name, date, type, etc. to find a particular entry or entries in the list of pastoral visits. The chalice icon at the end of the search bar can be clicked to limit the view to only visits where communion was given.
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Date selector - The view will default to showing you any visits for the last 30 days. Click the calendar icon button to open a box to change the date range.
Pastoral Visit List
The list will show all pastoral visits for the date range selected. Click the Pencil icon to the right of a visit to open it for editing. Any field can be edited. To delete a pastoral visit, click the trash can icon to the right of the pencil.