Disciple.Tools User Documentation

Notification Types in Disciple.Tools

This guide explains the different types of notifications you can receive in Disciple.Tools and what triggers each one. Understanding these types helps you configure your notification preferences effectively.

Assignment Notifications

Assignments

When you receive this: You are assigned to a contact, group, or other record What it means: You are now responsible for following up with this person or managing this record Example: “You have been assigned to Contact: Sarah Johnson” Recommended channels: Web, Email Why it’s important: Assignments are your primary responsibilities in Disciple.Tools

Sub-assignments

When you receive this: You are sub-assigned to help with a record someone else owns What it means: The primary assignee wants your assistance or expertise Example: “You have been sub-assigned to help with Contact: David Lee” Recommended channels: Web, Email Why it’s important: Shows you’re needed to support important work

Assignment Declined

When you receive this: Someone has declined an assignment you offered them What it means: You need to find another person for the assignment or handle it yourself Example: “John declined assignment to Contact: Maria Santos” Recommended channels: Web, Email Why it’s important: Ensures assignments don’t fall through the cracks

Communication Notifications

@Mentions

When you receive this: Someone mentions you in a comment using @your-name What it means: Someone specifically wants your attention or input Example: “@john can you help with this contact’s housing situation?” Recommended channels: Web, Email, SMS (if available) Why it’s important: Direct requests for your involvement require prompt attention Special note: When mentioned, you automatically gain access to view the record

Comments

When you receive this: New comments are added to records you’re following What it means: There’s new activity or discussion on records you care about Example: “New comment added to Contact: Jennifer Kim” Recommended channels: Web, Email (or digest mode) Why it’s important: Keeps you informed of ongoing developments

Updates Required

When you receive this: Someone requests that you provide updates on your records What it means: Your supervisor or team leader wants status updates Example: “Update requested for Contact: Michael Brown” Recommended channels: Web, Email Why it’s important: Ensures accountability and communication with leadership

Record Activity Notifications

Contact Info Changes

When you receive this: Important contact information is modified on your assigned records What it means: Phone numbers, addresses, or other key details have been updated Example: “Contact information updated for Contact: Lisa Wang” Recommended channels: Web, Email Why it’s important: Keeps you informed of current contact details for follow-up

Milestones

When you receive this: Milestones or health metrics are added to your records What it means: Significant progress has been made in someone’s discipleship journey Example: “Milestone ‘Baptized’ added to Contact: Robert Taylor” Recommended channels: Web, Email Why it’s important: Celebrates progress and informs you of important spiritual developments

Shares

When you receive this: A record is shared with you for collaboration What it means: Someone wants you to have access to view or work with a record Example: “Contact: Amanda Wilson has been shared with you” Recommended channels: Web, Email Why it’s important: Gives you access to collaborate on important records

Created

When you receive this: A new record is created and assigned to you What it means: A new contact, group, or other record needs your attention Example: “New contact created and assigned: Thomas Garcia” Recommended channels: Web, Email Why it’s important: Ensures new records receive prompt attention

Configuring Notifications by Type

Special Behaviors

Automatic Access

When you receive certain notifications (especially mentions), you automatically gain access to view the related record, even if you weren’t previously assigned to it.

Email Threading

Email notifications about the same record are threaded together in your email client to keep related communications organized.