Welcome to R.APPs Partners
A comprehensive guide to managing partners and communication
Overview
The R.APPs Partners helps you manage relationships with ministry partners, track communication history, schedule follow-up calls, and generate insightful reports. This system is designed for volunteers, team leads, and ministry staff who work with individual and corporate partners.
What You Can Do
Partner Management
- Add and manage both individual and corporate partners
- Track personal information, contact details, and ministry status
- Record sourcing information (campus, events, sign-up details)
- Maintain partner notes and relationship history
Communication Tracking
- Call History: Log all past communications with partners (calls, emails, meetings, etc.)
- Scheduled Calls: Plan and manage future calls with reminders
- Call Reports: View analytics and insights about communication patterns
Key Features
For Individual Partners
Track personal details including:
- Name with title (Mr, Mrs, Dr, Pastor, etc.)
- Contact information (email, phone, address)
- Personal details (gender, marital status)
- Ministry relationship status
For Corporate Partners
Manage company information including:
- Company name and details
- Primary contact person information
- Communication preferences
Communication Management
- Record detailed call logs with outcomes and follow-up actions
- Schedule future calls with reminders
- Track communication types (phone, email, SMS, meetings, etc.)
- Analyze communication patterns and effectiveness
Getting Started
- Managing Partners: Learn how to add and manage partner records
- Logging Calls: Record communication history with partners
- Scheduling Calls: Plan future partner interactions
- Viewing Reports: Analyze communication effectiveness
Use the navigation menu on the left to explore detailed guides for each feature.
Who Should Use This Guide
This guide is for:
- Volunteers: Team members who interact with partners regularly
- Team Leads: Supervisors managing partner relationships
- Staff: Anyone responsible for partner communication and engagement
- Administrators: Users who oversee the entire partner management system
Need Help?
If you encounter any issues or have questions:
- Contact your team lead or administrator
- Refer to the specific feature guides in this documentation
- Check the FAQ section for common questions