Do Not Visit

This Condition located on the Contact Info category tab in Search Builder allows you to find people who have asked not to receive visits from the church and who have that checked on their people record. This information can be edited on the Personal tab of the people record in the Communication section.

When any of the flags (Do Not Call, Visit, Mail) are set a badge will display in red the business card section the next time the Status Flags are updated.

Use Case

You are planning a neighborhood blitz visitation to all the families whose children came to VBS. Run a search to find everyone who attended and add this Condition setting it to false. This will ensure that you do not bother someone who does not want a visit.

From the search results, you can print the Inreach/Outreach forms to hand out to your volunteers who are making the visits.

See also

Toolbar Options

http://i.tpsdb.com/2016-08-05_08-05-17.png

Communication Section of People Record

http://i.tpsdb.com/2016-08-05_08-08-33.png

Business Card Section

© 2018 TouchPoint Software, LLC.  All rights reserved.