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Church Management Software: TouchPoint Software an all-in-one church database solution. We are tech focused so you and your team can stay focused on ministry!
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Hayley Whitworth • Jun 21, 2022

Deeplinks make it easy to get people into your mobile app. TouchPoint offers many different Deeplinks. You can read more about them here. When accessed from a mobile device, the Deeplink will launch your church’s TouchPoint Mobile App–instead of a web bitemser–directly on the page the User was directed to. No navigation required. If he/she doesn’t have the mobile app installed, they will be prompted to do so.

Check out this episode of TouchPointers to see how easy it is to set up and begin using Deeplinks:

For personalized help with Deeplinking, reach out to [email protected] . 

Catch up on the last few TouchPointers:

Archiving People Records

 Tasks & Notes In Mobile

 Mobile App Directories

Staci.Patyrak • Jun 16, 2022

If you’ve been looking for a way to easily identify and address Tasks requiring action by you, we’ve got a new enhancement to do just that!

You can now easily sort Tasks so that those owned by or assigned to you are positioned at the top of the list. You will now notice a button called My Action Required  on an individual’s Touchpoints Tab and on the Tasks & Notes Search Page (People > Tasks & Notes), between Open Tasks and Complete . Simply click the button to sort the list.

Action items include:

  • Accept or Decline – These options will appear together as actions required by the person to which the Task is assigned. Note: If an Assignee declines a Task, that Assignee will be prompted to enter a reason.
  • Complete – This option will appear on its own as an action required by the person who was assigned and has accepted the Task.
  • Complete or Edit – These options will appear together as actions required by the Owner of the Task once that Task has been declined by the Assignee. The Owner can either Complete the Task on their own or click Edit to reassign or make any other necessary adjustments.

Special thanks to James Kurtz at Tenth Presbyterian Church in Philadelphia for this very exciting enhancement!

Chris.Dolan • Jun 06, 2022

Our first (of what will likely be two) release in June is scheduled to be deployed tomoritem night, Tuesday, June 7th next Wednesday night, June 15th. Several updates are for features that are still in development or in beta, but please read carefully since there are some smaller enhancements included in the release as well. 

Here are the details of everything that is being released:

  • Process Builder – We are excited to have the full infrastructure of the process builder in place! This includes one trigger and action (with many more already in development). You will be able to see this at our New Features Webinar later this month, so be sure to sign up !
  • Volunteer Scheduler – The new Scheduler tool is in beta, and this release fixes some issues found by our beta testers. Thank you to our testing churches for providing feedback to make this tool great for everyone!
  • Infrastructure Changes – We have been busy making some changes behind the scenes that will ensure our software remains scalable, reliable, and fast as we add new features and more churches come on board. This deployment makes some changes that will allow us to take advantage of new cloud tools, ensuring you get the best possible performance from our software.
  • Alt Name Replacement Code – We have added a new replacement code that can be used in emails and text messages for Alt Name.
  • Excel Export Button on Managed Giving Page – Need to download a list of your recurring donors to slice and dice the data in different ways? This is now possible!
  • TouchPoints Tab on Business Records – You spoke and we listened! We have added the TouchPoints tab for use with Business/Entity profiles.
  • Managing Visibility and Sort Order of Involvements – Are there Involvements that you don’t want or need to be visible to MyData and OrgLeaderOnly users? (Examples might be “staff use only” Involvements or things used for internal tracking.) You can now restrict which Involvement Types show for these users and the order in which the Involvement Types show on the Involvement tab.
  • Vital Stats Graph Restricted By Role – Several churches have requested to have the ability to set which users are able to see the Vital Stats Graph. This is now possible with the new setting called Vital Stats Graph Role.
  • Change Log Enhancements – We now track changes to Emergency Contact, Allergies, Medications, and other fields located on the Involvement > Registrations tab of the people record. These changes are recorded on the System > Changes tab of the people record.
  • Comments Tab Visibility – We are making room for two new tabs (Processes and Engagement) that are currently in development. Also, since Task & Notes replaces the need for the Comments tab, you can now hide the tab for all users with a new Administrative setting.
  • Task & Notes Enhancements – One of our partner churches had some ideas to make Tasks & Notes easier to use, and we agreed! Stay tuned to our blog for more details on these enhancements. Thanks to James at Tenth Presbyterian for developing these great enhancements.
  • New Mission Trip Setting – You now have the ability to allow a Mission Trip Goer to raise beyond their designated amount.

Katie.Wilson • Jun 06, 2022

There is an easy and effective way to hide inactive people records in TouchPoint. You do not have to delete a record and lose all of the data associated with that person…just archive the record! Once an individual’s record is archived, it is hidden from searches but can easily become unarchived at the touch of a button. TouchPoint even has built-in automation that will automatically unarchive someone once they meet certain criteria. Their data stays on record if they return to church, so you will never have to start from scratch with someone returning again.

Check out this episode of TouchPointers to see how easy it is to archive and unarchive People Records on your database:

For personalized help with Archiving People Records, reach out to [email protected] . 

Catch up on the last few TouchPointers:

Hayleys Version 1 Hayleys Version 2 SGF Creative Uses

Katie.Wilson • Jun 01, 2022

In case you missed it: Michael and Chris answered, “What’s the Point of Measuring Engagement?”

We enjoyed discussing what it looks like to measure engagement within the church and then took a sneak peek at what this feature will look like in TouchPoint.

Special thanks to Greg Goulet, technology expert from Hill Country Bible Church for joining us and giving insight on how his church will use this feature soon!

Click HERE to download the slide deck!

Watch our recorded webinar below to learn more: