Follow Ups Upgraded

Follow Ups Upgraded

Breeze Church Management

Digital giving apps and tools

We've made a couple of updates to follow ups to make them work even more easily for users. If you're not using follow ups now but would like some more information, feel free to check out this short video on how Follow Ups work in Breeze.

The first change we've made is to make it easier to see follow ups you've assigned. There's a link on the left titled "Assigned By Me".

assigned_by_me

This means you can give someone access to seeing follow ups they've assigned without giving access to seeing every follow up in the system.

The second change we've made is allowing you to interact with people in follow ups using the standard people actions (when on the follow ups search page).

show_actions

This allows users to do things like:

  • Send an email to everyone who needs to be followed up with about membership information.
  • Assign everyone who has a follow up about attending a conference into a specific tag.
  • Text, map, update, and any of the other people options with results from the follow ups search.
people_actions

If there's any way follow ups can serve you even better, let us know in the comments below. Thanks!

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