Every Connection Request can be customized to track the data most vital to your organization. In this section, we’ll explore how to configure key request components—including Activities, Badges, and Transfers. When a new request is created, Rock uses the surrounding context to intelligently auto-fill fields like the Connection Opportunity, streamlining the entry process. Once a request is live, you have a robust set of tools available to manage and alter its details as the relationship progresses. Adding Activities You can add new activities by selecting the ti ti-circle-plus button. This brings up the Add Activity window. You can use entity attributes to enter additional details related to the activity. Those attributes will be added to the window above according to your setup. Transferring a Request During the connection process it's common that the requestor (or connector) decided that this opportunity isn't a great fit. The transfer feature is a quick and powerful way to ensure the requestor can find a new opportunity that works for them. Click the Transfer button to bring up the transfer screen below. While it looks pretty simple, it has some powerful capabilities. (You will notice it looks a little different depending on which View you are using) Opportunity Selector - This is where you can select a different opportunity for the individual, if needed. By default, the opportunity being viewed is selected.Search - This allows you to find the best next opportunity. We'll dive deeper into this next.Campus - If enabled in the opportunity's configuration, and if you have more than one campus, you can transfer the request to a different campus using this drop-down. Status - This allows you to select the new status when the request is dropped into the new opportunity. This can be shown or hidden based on the opportunity's configuration.Connector - Most of the time you'll want to clear the current connector when you transfer the request. Sometimes you'll just want to select a new connector without changing the opportunity. Either way, the options provided here allow you to select:The default connector for the opportunityThe current connector (whose name, if available, will be displayed here)A new connector (which you can choose from the dropdown that displays when the option is selected)No connector Due Date - Assign a new deadline for the request at its destination, or select No Due Date if a specific timeframe isn't required. Note - This allows you to send a note to the new connection team. Through the transfer process you want to make sure you find each individual the right next opportunity. Otherwise, they might feel like a hot potato. The Search button allows you to look at all the new opportunities to help coach them on what might be best for their personality and situation. Below is the search screen where we've searched for "Greeter". There are also many ways to filter on the listed opportunities. Displaying Badges Badges are a great way to see a lot of information about a person at a glance. Displaying badges on your connection requests can save staff from having to look elsewhere for the information they need to get the right people connected to the right opportunities. In the example pictured above we’re displaying the Connection Status, Baptism and In Serving Team badges. You can choose which badges to display by editing the Connection Request Board block settings as shown below. NoteThe screenshot below shows the badge setup from the Board View, but don't fret, the setup is just about the same from the List View. Select which badges you want to display and click the Save button. Those badges will now be displayed for anyone with those connections. Super easy! Also within the block settings you can use the Lava Heading Template and Lava Badge Bar to further customize the page. The Lava Heading Template will appear above the person's name, while the Lava Badge Bar will appear below the person's details and above the attributes section.