Assigning a Follow Up

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    Mike Sparks

    Good morning. Is there a way to assign multiple people for follow-up at the same time.  For example, using attendance I find 9 people who missed 3 weeks, I would like to assign a follow-up for all nine people.

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    bethanytech

    Is there a way to automatically have a followup assigned when a form is filled out? Say someone fills out our form for small group information can the followup automatically be assigned to the small group director?

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    anne

    I have the same questions as the above people.

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    Sheley

    Hey Mike - Great question. right now follow ups can only be assigned to one person at a time.  You can assign multiple follow ups for one person, but only a single person can be the subject of the follow up.  This is something on our radar and we are hoping to implement a solution for this! We appreciate your patience and understanding during this time. 

    Bethany & Anne - We have just rolled out our new Automated Tasks feature.  Right now auto assignment after a form is not an option to be turned into a tag, however that is definitely something that could happen in the next phase.  We only rolled out a few at the beginning to make sure that we had the concept down and then once we are satisfied with the functionality, we'll begin to roll out new ones. 

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    jordongonzales

    Can you enable the selection of Tags for the assigned to? Much easier to organize with that function provided.

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    Sheley

    Hey - Only one person can be assigned to a follow up right now.  That might change in the future, but for now, we've found it easiest to just have one person responsible to take each follow up. 

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    josiah

    I just wanted to add another brief comment that assigning a follow up to multiple people would be helpful.  Specifically, if there is someone who is needing to be followed up with there are multiple people that I'd like to invite into that process but I don't necessarily want to send the follow up to 5 people individually. 

     

    EXAMPLE:

    - If someone visits our church, I'd love them to get a call from one of our elders or staff that week, but not from 5 of our elders and staff.  

    - Or, there are a number of shepherding opportunities or connection opportunities that I would like to share with a larger number of people to invite them into that possibility... If the volunteer folks aren't able to get to it, then I would love to be able to knock out that follow-up myself. 

     

    I hope these examples are helpful... There may be another way to accomplish this inside of Breeze and if so I'd love to know about it.  Thank you for creating what has been a great software to use thus far.  

     

  • Avatar
    Sheley

    Hey all! 

    I am so excited to announce that we now support the ability to assign follow ups to multiple people!

    You can do this through manually typing names, or through tags.  

    Thanks for your patience with this - we hope you'll enjoy the new update :) 

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    Mike Sparks

    Fantastic!  You have made one of my important weekly task so much easier!  Thank you for listening.  Mike

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    jojogcontact

    Hello, I am not understanding how to assign a follow up to a specific person. Let's say I want a new entry, Fred, to be followed up by an existing person, Martha. How do I assign the follow up of Fred to Martha (where do I select her)?

  • Avatar
    Emily W.

    Hi there! 

    To assign a follow up to a particular person, they have to be a current User in the database. If they are a user in the system they will show up here: 

    Martha would have to be a current user in your database. Here is a great resource on how to add a user:

     Creating a New User

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