Assigning a Follow Up

Was this article helpful?
11 out of 16 found this helpful
Sorry this article wasn't more helpful - we'd love to improve it! Can you let us know what it was missing?

Comments

20 comments

  • Avatar
    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.

  • Avatar
    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?

  • Avatar
    anne

    I have the same questions as the above people.

  • Avatar
    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. 

  • Avatar
    jordongonzales

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

  • Avatar
    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. 

  • Avatar
    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 :) 

  • Avatar
    Mike Sparks

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

  • Avatar
    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

  • Avatar
    christina

    Is there a way to assign a follow up to someone who is not a user?  We have not rolled out Breeze to our whole church yet as we are still getting things situated but want to be able to assign some of our people with follow-ups. Hoping they would get an email with the followup and then be able to click that they've done it and add comments.

  • Avatar
    finance

    Can you change who a follow-up is assigned to?  View the lists of follow-ups, I only see the check box to mark complete.  

  • Avatar
    Emily W.

    Hey there! Yes, you can! Simply Navigate to Follow Ups<Assigned By Me<Select columns on the far right side<scroll down<select edit/delete. You will see a pencil icon appear and you can edit your follow up. :) 

  • Avatar
    pastor

    When assigning a follow-up there is a considerably delay in the creation of followup. I am curious why this takes so long. Also, if you happen to click outside of the pop-up creation box you risk losing your newly created followup (as i found out this AM).

  • Avatar
    Emily W.

    Hi Pastor!

    Thank you so much for the update! We really appreciate this feedback! I am sorry to hear that there is a delay. Would you try a different browser as well as check your internet speeds? If the issue still occurs, please reach out to Support via email or phone so that we can continue to troubleshoot this with you! :) 

  • Avatar
    Rebecca Malone

    Any progress on getting the ability to add a follow up directly from a form response?

  • Avatar
    Emily W.

    Hey rmalone!

    While I do not have an ETA of the progress of improvements of the developmental roadmap, you can stay up to date with our updates by subscribing to our Product Update Blog. You can find this located at the bottom of our website. :) 

    Happy Breezing!

  • Avatar
    lawellens

    When assigning a follow up to an individual, what permission do they need to have in order to follow through? Or is all the information they need in the email they receive?

  • Avatar
    Emily W.

    HI @lawellens!

    They will need these permissions:

    Additionally, Marking a Follow Up as Complete

     

Please sign in to leave a comment.