Disciple.Tools instances can grow and have hundreds of users and thousands of contacts. We attempt to show each user only what they need to focus on. By implementing contact types, users have great control over access to private information. When creating a new contact, you will be asked to choose a contact type before continuing.
Standard contacts #
The Standard contact type should be used for contacts that come from an access strategy like a web page, Facebook page, sports camp, English club, etc. By default, collaborative follow-up of these contacts is expected. Certain roles like the Digital Responder or the Dispatcher have permission and responsibility for fielding these leads and driving towards next steps that would lead to handing the contact off to a Multiplier.
Private contacts #
Users can create contacts that are only visible to them. These contact records are Private contacts. The user is able to share the contact for collaboration, but is private by default. This lets multipliers track their oikos (friends, family and acquaintances ) without worrying about who can see the details.
Where do contact types show up? #
- On the contact list page, there are additional filters available to help differentiate focus on your personal, access and connection contacts.
- On the contact record, different fields will be shown and different workflows enacted depending on the contact type.