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Record Followup's/visits #24

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focuz07 opened this issue Aug 17, 2015 · 2 comments
Closed

Record Followup's/visits #24

focuz07 opened this issue Aug 17, 2015 · 2 comments

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@focuz07
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focuz07 commented Aug 17, 2015

If you have multiple volunteers for canvassing its hard to know who visited who and when or how often. Within the family view (because you'll most likely be visiting there home to see whole family and not individual members) you should be able to record the last time you contacted that person.

Requesting: dropdown in family view to describe what type of contact you made (phone, home visit, hospital visit) then the date/time, and a quick note (called so an so, invited them to tent meeting etc), it might also be valuable to have a dropdown of all members to record who contacted the person so we can track who is more familiar with the visitor.

I was initially going to start just making simple notes for followup's but really like the dates recorded and who actually contacted them. so that later when you have a canvassing dashboard you can sort who was visited the least/most and who should be next on our priority list or if any visitors requested that they not be visited anymore if they already found a different church etc.

@DawoudIO
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if the canvassing event is recorded in the system we can add it to the family timeline... see the current (new in 2.1.0 ) timeline.

image

@crossan007 crossan007 added this to the 2.3.0 milestone Sep 7, 2016
@DawoudIO DawoudIO modified the milestone: 2.3.0 Oct 23, 2016
@DawoudIO
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DawoudIO commented Nov 7, 2016

@focuz07 are you still using the system... if so can you test in 2.3.1

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