Managing Partners

Overview

The Partners module allows you to manage relationships with both individual partners (people) and corporate partners (organizations). This guide walks you through all aspects of partner management.

Partner Types

Individual Partners

These are individual people who partner with your ministry. You'll track their personal information, contact details, and relationship with the ministry.

Corporate Partners

These are companies or organizations that partner with your ministry. You'll track the company details and a primary contact person.

Adding a New Partner

Step 1: Choose Partner Type

When creating a new partner, you'll first need to select the partner type:

1. Click the "Create New Partner" or "Add Partner" button
2. Select either:
   • Individual Partner - for a person
   • Corporate Partner - for an organization

Step 2: Fill in Required Information

For Individual Partners

Personal Information (Required):

• Title: Mr, Mrs, Miss, Dr, Prof, Rev, Pastor
• First Name* (Required)
• Last Name* (Required)
• Middle Name (Optional)
• Gender: Male, Female, Unknown
• Marital Status: Single, Married, Divorced, Widowed, Other

Contact Information:

• Email Address - Partner's email
• Phone Number - Contact phone number
• Address - Street address
• City - City name
• State - State/Province
• Country - Country name

For Corporate Partners

Company Information (Required):

• Company Name* (Required) - Official name of the organization

Primary Contact Person:

• Title: Mr, Mrs, Miss, Dr
• First Name - Contact person's first name
• Last Name - Contact person's last name

Contact Information: Same as individual partners (email, phone, address, city, state, country)

Step 3: Ministry & Status Information

These fields apply to both individual and corporate partners:

RHEMA Status:

• Student - Currently enrolled at RHEMA
• Alumnus - Former RHEMA student
• Others - Other relationship type

Partner Status:

• Active - Currently engaged with ministry
• Inactive - No recent engagement
• Pending - Awaiting approval or activation
• Suspended - Temporarily on hold

Step 4: Sourcing Information

Track how and where this partner joined your ministry:

• Nearest Campus - Select the campus closest to the partner
• Sourcing Type - How the partner was sourced (e.g., referral, event, etc.)
• Event of Sign Up - The event where they joined
• Event Edition of Sign Up - Specific edition/year of that event

Step 5: Additional Information

Notes: Add any additional notes, comments, or important information about this partner. This is a free-text field for any details that don't fit elsewhere.

Step 6: Save the Partner

Click "Create Partner" to save the new partner record.

Viewing Partners

Partners Table

The main partners page displays all partners in a searchable, sortable table with:

• Partner Name/Company - Individual name or company name
• Partner Type - Individual or Corporate badge
• Contact Info - Email and phone number
• Status - Current partner status (Active, Inactive, etc.)
• Location - City and state
• Actions - View, Edit, Delete buttons

Searching Partners

Use the search box at the top of the table to find partners by:

• Name
• Company name
• Email
• Phone number
• City

Filtering Partners

Click the Filter button to open advanced filters:

• Filter by Partner Type (Individual/Corporate)
• Filter by Status (Active, Inactive, etc.)
• Filter by RHEMA Status
• Filter by Campus
• Filter by Event
• Filter by Sourcing Type

Viewing Partner Details

Click the View (eye icon) button on any partner row to see:

• All partner information in a read-only format
• Personal/company details
• Complete contact information
• Ministry status and sourcing details
• Notes and additional information

Editing Partners

How to Edit

1. Find the partner in the table
2. Click the Edit (pencil icon) button
3. Update any fields that need changes
4. Click "Update Partner" to save

What You Can Edit

All partner information can be edited except:

• The partner's unique ID (system-generated)

Deleting Partners

How to Delete

1. Find the partner in the table
2. Click the Delete (trash icon) button
3. Confirm the deletion in the dialog

Best Practices

Data Entry Tips

1. Use Consistent Formatting:

   • Phone numbers: Use a consistent format (e.g., +234 123 456 7890)
   • Names: Use proper capitalization

2. Complete Required Fields:

   • Always fill in required fields marked with an asterisk (*)
   • Provide as much information as possible for better tracking

3. Keep Information Updated:

   • Update contact information when partners move or change numbers
   • Update status when engagement level changes

4. Use Notes Effectively:

   • Record important context about the partner
   • Note preferences (best time to call, communication preferences)
   • Track special circumstances or important dates

Organization Tips

1. Use Sourcing Information:

   • Always record the event and campus information
   • This helps with analytics and follow-up campaigns

2. Maintain Accurate Status:

   • Update partner status regularly
   • Use "Pending" for new partners awaiting first contact
   • Use "Inactive" instead of deleting old partners

3. Regular Data Cleanup:

   • Periodically review and update partner information
   • Verify contact details are still valid
   • Archive or mark inactive partners who haven't engaged recently

Common Questions

Q: Can I convert an individual partner to a corporate partner?

A: It's not recommended to change the partner type after creation. Instead, create a new corporate partner record and mark the old individual record as inactive if needed.

Q: What's the difference between "Inactive" and "Suspended"?

A: "Inactive" means the partner hasn't engaged recently but could be re-engaged. "Suspended" means there's a specific reason the partnership is on hold (e.g., requested no contact).

Q: How do I handle partners with multiple phone numbers?

A: Currently, you can enter multiple phone numbers in the Phone Number field separated by commas. Use the Notes field to clarify which number is primary or preferred.

Q: Can I import partners from a spreadsheet?

A: Contact your system administrator for bulk import options.

Related Topics

• Call History - Learn how to log communications with partners
• Scheduled Calls - Schedule follow-up calls with partners
• Call Reports - View analytics about partner engagement