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Contacts Flows View

Ryan Reedy
Updated

* We would like to thank Cru for providing this article from their help library.  This article has been reviewed and updated as needed to ensure it provides assistance for you and your Partner Essentials account. *

Contacts Flows View

This view is helpful for creating a visual of your contacts by “Status” type (i.e. Contact for Appointment, Partner - Prayer, Partner - Financial, Ask in Future, etc.) and allows you to drag and drop contacts from one phase of the MPD process to another phase very easily moving contacts through an MPDⓇ “workflow.”

Setting up the Flows View

  • Step One: Go to the “Contacts” tab and select the “Flows” view
  • Step Two: Click to “View Settings” (the button to the left of the contacts view options).
  • Step Three: Click the title bar at the top of the first column and type to create a heading for the column (i.e. “Referrals”, “Potential Partners”, etc. You can click and type to rename each column heading. 
  • Step Four: Drag a “Status” from the Unused Statuses column to any other column. You may need to scroll right to see it.
  • Step Five: Repeat steps three and four until you are satisfied with the titles of each column and the status(es) in each column. For this example we chose the column headings: Referrals, Potential Partners, Prayer Partners, Financial Partners, and Special Partners. 
  • Step Six: Click the “<contacts” button="button" to="to" return="return" the="the" flows="Flows" view="view" save="save" your="your" choices="choices" and="and" use="use" view. ="view. "></contacts”>

Using the Flows View

This view allows you to drag and drop contacts from one phase of the MPD process to another phase very easily (see screenshot below).  MPDX will even prompt you at times to record a task to help remind you of what the next step is for that particular partner.  For those people who partner with you financially, you can quickly and easily record their commitment info from this view as well so you can see God’s faithfulness in helping you reach your monthly goal.

Once you move a contact into the “Financial Partner” column, go through the following steps to record their donation commitment:

  • Step One: Click on the “Contact Name” hyperlink (A Contact’s Page should slide out from the right of the screen).
  • Step Two: Look in the top section for the pencil icon.
  • Step Three: Change the “Status” to “Partner - Financial” then Enter the “Amount” and “Frequency” of the commitment. Make sure to “Save”.

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