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Advice and answers from the PastorsLine Team

Search results for:contact
V3: What number comes from Breeze to PastorsLine for a contact profile? Home, work, other, preferred?
Breeze - PastorsLine integration: phone number selection for a contact… When we import contacts from Breeze into PastorsLine (PL), we make the contact’s mobile number the primary… Example: In Breeze, the contact’s primary number is a landline
V3: What number comes from Rock RMS to PastorsLine for a contact profile? Home, work, other, preferred?
Rock RMS - PastorsLine integration: phone number selection for a contact… When we import contacts from Rock RMS into PastorsLine (PL), we make the contact’s mobile number the… Example: In Rock, the contact’s primary number is a landline
V3: What number comes from Pushpay/CCB to PastorsLine for a contact profile? Home, work, other, preferred?
For the Pushpay/CCB - PastorsLine integration: phone number selection for a contact… Over all, the sequence we follow when checking for the contact’s number is Mobile -> Contact -> Home
V3: What number comes from Planning Center People (PCO) to PastorsLine for a contact profile? Home, work, other, preferred?
Planning Center People (PCO) - PastorsLine integration: phone number selection for a contact… When we import contacts from Planning Center (PCO) into PastorsLine (PL), we make the contact’s mobile… Example: In PCO, the contact’s primary number is a landline
V3: How to copy contact details with one click
Click to copy main contact details from where you are. No hunting. Fewer interruptions. Click and go… 2023.01.16 We have added the ability to copy contact details with one click
V3: We have a contact / phone number we use for testing purposes. How do we ‘clear/reset’ this number as if the contact is opting in for the first time?
Here is how to ‘clear/reset’ your test number to see a first-time / new contact experience… Archive means the contact will be removed from your PastorsLine database… Delete means that this contact will be removed from your PastorsLine database
V3: How can I edit a person's (contact's) profile?
See / edit details about a person: contact info, groups they are in, linked tags, relevant campaigns, etc
V3: When a person texts in, does PastorsLine create a contact? And does it update the data in the CCB system?
Creating contacts in CCB… Q: When a person texts in, does PastorsLine create a contact?
V3: Using CCB forms instead of Auto Data Capture
Can I use a CCB form to collect contact information and turn off the auto data capture?… Q: Can I use a CCB form to collect contact information and turn off the auto data capture?
V3: Long/short code reprocessing: Who sent the original message?
Your contact got several text messages via the same shortcode. To which longcode should his reply go? Check out the PastorsLine logic here