Contact Types

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.

Personal contacts

Users can create contacts that are only visible to them. These contact records are Personal 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.

Access contacts

The Access 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. This contact type most resembles former standard contacts (pre 2021 version 1 theme).

Connection contacts

The Connection contact type can be used to accommodate for movement growth. As users progress toward a movement, more contacts will be created in connection to that progress.

This Connection contact type can be thought of as a placeholder or soft contact. Often the details for these contacts will be extremely limited and the user’s relationship to the contact will be more distant.

Example: If a Multiplier is responsible for Contact A and Contact A baptizes their friend, Contact B, then the Multiplier will want to record this progress. When a user needs to add a contact simply to represent something like a group member or baptism, a connection contact can be created.

The Multiplier is able to view and update this contact, but does not have an implied responsibility that compares to the responsibility of access contacts. This lets the Multiplier record progress and activity without overwhelming their working list, reminders and notifications.

While Disciple.Tools has developed as a solid tool for collaborative access initiatives, the vision continues that it will be an extraordinary movement tool that will aid users in every phase of Disciple Making Movements (DMM). Connection contacts is a push in this direction.

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.
  • When creating a new contact, you will be asked to choose a contact type before continuing.
The Select a contact type screen when creating a new contact.
The Contact Type modal that allows the contact record type to be changed.
  • On the contact record, different fields will be shown and different workflows enacted depending on the contact type.

Section Contents

Last Modified: May 18, 2021