Transfer Comments

Transfer Comments

eAdventist makes most membership transfers easy by connecting church clerks and eliminating “snail” mail. However, some transfers aren’t “business as usual” and require a conversation:

  • “Did you mean Maxwell Sr or Maxwell Jr?”
  • “Sorry, Ayeisha transferred to Rock Solid Church last year”
  • “Any update on the status of this transfer?”

“Online” clerks have always been able to contact each other by email, but Transfer Comments make these conversations even easier to start and follow.

addcomment

As soon as you click “Save”, eAdventist will email the comment to each of the “online” clerks involved in the transfer. For any “offline” church, the email will go to the conference clerk. The “Email” tab lets you check the delivery status of these messages.

Transfers that have comments are easy to spot on the Transfers page. Just look for the “comment” icon.

commenticon

PRO TIPS

  • Sort all transfers that have Comments to the top by clicking on the “comment” column heading.

sortcomments

  • Sort all transfers that have green “lights” to the top by clicking on the “lights” column heading.

sortlights

 

Attach a File

Attach a File

eAdventist’s Mailing Lists are a powerful way to stay in touch with members in your church or conference. Now you can include file attachments in your messages – the agenda for your next board meeting, PDF announcing an upcoming event, registration forms, reports, photo images, and more. Just be sure that any file you want to send is under 9MB.

Here’s how it works. Create your message, then click on the “paperclip” icon and choose a file to attach. That’s it!

messageattachment

Here’s what it looks like in action!

messageattachment

Oh, and one more thing. If you’d like to see what you’re about to send to your entire list, you can now send a test message to yourself before clicking “Send” to everybody.

testemail

Extra power and insurance for your Mailing List.

Mailing Lists

NOTE: Updated June 23, 2015. Add people to your Mailing List quicker — “invite” has been changed to “add”.

Is your church ready to use email for keeping in touch with members? Are you already using ConstantContact, MailChimp or Listbox but finding it challenging to manage the list as members come and go? eAdventist’s new Mailing Lists combine your membership data and Mandrill (MailChimp’s email engine) to give you high “deliverability” and easy list management.

Still need postal mail to stay in touch with members that don’t use email? Mailing Lists lets you create mailing labels for them without maintaining separate lists.

Try it out

If you have an eAdventist account with the “church clerk” or “pastor” role, you can try Mailing Lists. You’ll find “mailing lists” in the Reports menu section. Click the “New list” button. Fill in the “name”, “description”, “from name” and “from email” and use the defaults values for the other settings.

Save the new List and you’re ready to add some Subscribers.

Add your church and “Add subscribers” will show you the number of members (and nonmembers) that currently have email addresses.

For testing, let’s click on the “Add subscribers” link and add a few select people (e.g. yourself, your pastor) to the list.

Now you’ve got email subscribers and it’s time to create your first message. Let’s send it to the “entire list”.

New_Message

In case you haven’t run into this before, it’s important to create 2 versions of your message — “HTML” and “plain-text”. You can make the “HTML” version look spiffy by use bold, italics, links, colors, font sizes, bullet lists, images, etc. Be sure to try out the “Merge fields” that let you personalize the message for each recipient.

 

 

 

Edit_Message

The “plain-text” version looks like you wrote it on a typewriter. Why bother? Some of your subscribers may have chosen to reduce the risk of email attacks (e.g. phishing) by refusing HTML email. Your message will “bounce” and never reach them unless you include a “plain-text” version. You can use the “Merge fields”  in it, too.

Plain_Text_Message

That’s it! Save the message and you’re ready to send.

Send_Message

eAdventist has already established a good reputation (very important for mass email), so you message will usually be on it’s way in minutes. The Mandrill service that we use helps to ensure that it will be delivered as “mail” rather than blocked as “spam”. Check back on your message in a day or two to see if any of the email addresses had problems (e.g. bad address, rejected) and how many have already been opened.

Messages

Recipients

There’s more

Send a message to just a segment of your list using tags – great way to communicate with “growth groups”. You can also include photos in messages if they are hosted in a public location (e.g. Flickr). In the near future, you will be able to host them in eAdventist.

Conferences can also use Mailing Lists to stay in touch with their members, pastors or church officers. Contact our team if you would like more information about using Mailing Lists.

New mail/phone/email options for Officers

We’ve just updated Officers to provide more options for church officers, conference and school workers who prefer to have a different address, phone or email for their “office” than their home address, phone or email. Choose the options on the Officer screen.

Edit Officer screen

These settings are used everywhere that the officer’s information is displayed — the Officer Info popup, Officer LabelsConference Directory, the “Contact” tab of the Organization screen and the “Offices” tab of the Person screen.

officer_info

person_offices

New “Conference Clerk” office title

We have added “Conference clerk” as an office title. Strangely, it hasn’t really been needed until now. This new office is used on the “Contact” tab of each conference’s Organization page. It will also be used to send email announcements specifically for conference clerks.

Merry Christmas from our team.

Smoother transfers!

Woman Its Done

Church and conference clerks spend a lot of time on membership transfers, so we want the process to be as smooth and efficient as possible. Here is how they just got even smoother!

Where did my “vote” links go?

Transfers

 

The first change you’ll notice is that (#1) the “vote” links are gone. Just click the “view” link to view or vote. Next, (#2) you now have the ability to filter the transfers list by last name and/or church – especially helpful for large conferences. Finally, (#3) the “Print Pending” button has been moved for a “cleaner” look.

Adding a request

Request

No changes here.

“Filter” power

Filter transfers

Filtering the transfers list by name or church makes it easier to process an entire family or group. Your filter values “stick” until you change them or log out. NOTE: Filtering also helps you find past transfers since it ignores the “days to show” setting and searches back to the beginning of time (eAdventist time, that is).

The new “view”

View transfer

The “view” link now takes you to a clear picture of the transfer process with (#1) a “Grant/Deny” or “Accept/Decline” button when it’s your turn to vote.  (#2)”Withdraw” and “undo” links are easy to find and use.

Entering a vote

Vote transfer

No changes here, either.

You just entered a vote…

Voted transfer

This is where we have improved the “flow”. After entering a vote, you return to the “Transfer” screen where you can see the results of your changes with easy access to “undo” or the next voting step. Click the “Back to transfers” to choose another transfer.

Going back

Back to transfers

The other big change is that (#1) the “Back to transfers” link returns to the same tab (e.g. “To grant”, “To accept”, “Completed”, “Withdrawn”) on the “Transfers” page that you started from. This makes it much easier to process a batch of transfers — an entire family, for instance. As a bonus, (#2) eAdventist no longer needs to automatically take you to the just-voted transfer’s new tab, so you spend less time waiting for the “Transfers” list to load.

That’s it. Essentially the same process with a few small but powerful changes to make transfers even easier to process. A big thank you to Susan Hess (Florida Conference) and Claudya Barrientos (Potomac Conference) for their help on this.

 

Photo Directories

Directory Sample

Use eAdventist to print the photo directory pages for your church directory. All you need to do is upload the photos for each family, fill in the captions, and print! Here is how:

Upload Family Photos

Add Photo

On the Family Unit section of the Person page you can:

  1. Preview the family photo if one exists.
  2. Add, change or delete a family photo.
  3. View the photo caption. Click “Edit this person” to edit the photo caption.

Photo Directory Report

Reports Menu

Photo Directory PAge

To open the Photo Directory report:

  1. Click the Photo Directory link on the Reports menu.
  2. Select the desired organization to print. For most users you will only see your church in the list.
  3. Select the starting page number for the report. The photos will generally just be one section somewhere in the middle of your directory.
  4. Click View Report to download the PDF report.

Printing Your Directory

The photo directory feature is designed to work along with the existing Church Directory report, which prints just the names, address and phone number of each family. We suggest using Adobe Acrobat to make any last minute edits to the PDF as well as insert blank pages for proper printing. You can then use Adobe Acrobat or the free Adobe Reader to print in “booklet” format so the pages come out in the proper order to be saddle stitched.

As always, don’t hesitate to contact help@eAdventist.net if you have further questions.

New & improved Notes

Until now, Notes for a person had to fit into a single field with a 500-character limit. Clerks and pastors can now create multiple Notes (no limit on size) with “happened on” dates. All existing Notes have been converted to a new Note with “date unknown”.

To create a Note, just click on the “Add a note” link.

Notes_1

As you enter the new Note, you have the option to choose the “Happened on” date.

Notes_2

Saved Notes display with the most recent at the top.

Notes_3

Right now, the “Who can see this?” drop-down only offers “Everyone”. This is how the Notes field has always worked. In the near future, options will be added to allow pastors and clerks to add private notes.