Covenant Partners Screen

Covenant Partners are contacts who sponsor or otherwise significantly contribute to the construction of specific homes built by your affiliate. You can record a covenant partner’s contributions toward and involvement with specific homes and blitz builds, for example, as well as record activity information in logs and a variety of other covenant partner-specific information.

In order to record donations of a covenant partner, you must also assign each covenant partner to an appropriate Donors category on their Contacts record. Verify that the category you assign matches the type of contact your covenant partner is (e.g., Individual, Church, Organization). All covenant partners must also be donors in Keystone, but not all donors will be covenant partners. For more information about categories, see the Introduction to Categories section.

You should also assign the covenant partners to the Volunteers/General category if the partner at some point will be scheduled to work on the home.

Information specific to covenant partners and their sponsorship activity is recorded on the Covenant Partners screen. To open the Covenant Partners screen, open the Development tab in the Keystone ribbon and click Covenant Partners.

To select a covenant partner to view, choose the contact’s name from the Name drop-down list in the Covenant Partner Selection area. If the contact has multiple people and an organization in its record, the name that appears in the list is whichever one in the contact record you assigned to the Covenant Partner category.

If a covenant partner does not appear in this list, either the partner’s contact record exists in Keystone but does not have a Covenant Partners category assigned to it, or the partner does not exist at all yet in Keystone. Click the Add/Delete/Modify button on the Covenant Partners screen to determine which is the case.

If you find you need to add the Covenant Partners category to the contact, see the Categories Tab section. For more information about categories, see the Introduction to Categories section. If you need to add the contact, see the Adding Contacts to Your Database section for more information.

Once you select the contact, you can enter information specific to the covenant partner in the various tabs included on the Covenant Partners screen. For a description of these tabs, see the Covenant Partners Tabs section.

Double-clicking the Names field takes you to the Contact screen where you can view all the contact data for this contact. Clicking the Return button returns you to this screen.

There are multiple buttons on the Covenant Partners screen. They are described below.

Filter button

When you click the Filter button right above the Name field, you will see the Covenant Partner Filter window with several options. For more information, see the Covenant Partners Filter section..

E-mail button

Click the E-mail button to create an e-mail distribution list and open Outlook to send e-mail to that list. For more information, see the E-Mail Button section.

Word button

Click the (Word) button to send data directly to a Word template related to this screen. For more information, see the Using an Automated Template section.