2022 ‣ TouchPoint Software ‣ Page 5

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!

Learn more here !

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:

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:

hayley.whitworth • May 20, 2022

If you plan to join us for the TouchPoint 2022 Summit , you’ll get to see this lovely church in person. As one of our two host churches for this year’s event, Terry Hurt (Executive Pastor*) with Great Hills Baptist Church connected with the TouchPoint team to share some details about how TouchPoint has impacted their ministry.

*Terry was the Executive Pastor at the time of interview; he has since moved away from his position at the church. If you would like to reach out to someone at Great Hills Baptist Church, please contact [email protected] and we will get you connected with someone!

hayley.whitworth • May 16, 2022

Continuing the trend for Mobile May: this episode of TouchPointers focuses on creating Tasks/Notes in the Mobile App. As you know, your TouchPoint Mobile App is an extension of your TouchPoint database. Everything is synced in real time, allowing you to always have updated information from anywhere. Check out this episode of TouchPointers to see how easy it is to do ministry on-the-go with Tasks & Notes:

Read more about Tasks & Notes.

For personalized help Tasks & Notes, reach out to [email protected] .

Catch up on the last few TouchPointers:

Chris.Dolan • May 09, 2022

We have an update scheduled to be deployed tonight that is mostly behind-the-scenes items for features that are in development or in beta, with the exception of one change that impacts the mobile app registrations. Here are the details of everything that is being released:

Mobile App Registrations – In case you missed the update last week please check it out here . In order for registrations to show in the mobile app, you will no longer need a start or end date as long as it is not past the end date or before the start date. Also, there is a change to the way we are storing photos for the mobile app, so you’ll need to re-upload any Involvement photos after the release.
Process Builder – We are making great progress on the process and automations tool and this update releases more code into production where it can be further tested. We will show some of the progress on our next New Features webinar (in June), so don’t miss it!
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!
One Page Forms – This release has the final code, which will allow one page forms to go into beta very soon. Stay tuned for more details.

Brett.Hutchinson • May 05, 2022

If your church is using the tile type of “Registrations” in the custom mobile app, please read below for the changes that are coming.

***This is an updated reposting of the April 18th blog with additional updates.***

Current Process (as of Apr 20)

You must check the “Include in Mobile App” checkbox in the registration settings in order for registrations to continue to appear in the registrations tile of your mobile app.
An Involvement must currently have a Registration Start and Registration End date as well in order to show up (this is changing, read below).
The “Category” for Mobile View is now managed in the Lookup Codes (Administration > Setup > Lookup Codes > Involvements > Category in Mobile). You will then assign the new category to your registrations under the Mobile View tab.

Effective when your app is updated (estimated between 5/4/22 – 5/11/22)

New Registration Layout – We made an update to the registration layout in the custom app. The details page has a new look with the option for an image at the top of the view, the title, the details of the registration, and then the Register Now button.
⦿ App Locations – You now have the option to choose what registration will show per “Location” you have created in the app portal.
- Note: The Location feature with the new Registration layout will only be used if you use multiple locations in your app.
- In the app portal under Locations , you will see the location ID for each of your locations. You’ll need to create these locations in the lookups codes (Administration > Setup > Lookup Codes > Involvements > Location in Mobile) to match with your mobile app locations. See below.
Sort Order – You can set the sort you’d like registrations to be listed on the new Mobile View tab.

Effective May 11th (after our next web deployment)

Start & End Date No Longer Needed – If an involvement does not have a start or end date (or either) they will still show in the list as long as the start date (if present) is not after today or the end date (if present) is not prior to today.
Registration Photo – In addition to the new layout of the registration page, we have added the ability for you to add a photo per registration. Note: we had to refactor the way images are stored in order for them to show up for non-logged in users. This means if you’ve already added photos you’ll need to re-upload the photos on or after May 11th when this change goes into effect. We recommend not uploading a photo until this change has been applied.

Brett.Hutchinson • May 04, 2022

Our next mobile app update will launch in the Apple (version 2022.1.5) and Google (version 2022.1.5) stores will be launching over the next week for all churches. We have added many great new features, all of which are available in the custom-branded mobile app. See our full list of features available with this update below:

Check-Out scanner
Campus
New Registration Page Layout
HLS and MP4 video options
New Deeplinks
Updated Login Language
Grade dropdown
Volunteer Scheduling (this will only be visible to beta testers of the new Volunteer Scheduler)
Group Messaging (beta starting soon, more details to come)

Check-Out scanner: This new version will include a Check-Out scanner that will be used by the soon=to-be-released Check-Out feature. Watch for an upcoming blog with more details about Check-Out. Leaders will need to have the Checkout role enabled to see the Check-Out scanner on their device.

Campus: Previously, a person’s campus information was not visible in the mobile app, but now this can be seen when doing a people search and viewing the individual’s details page. The campus will show in a blue box like you currently see on the web side. If you would like this feature turned on in your custom app, please notify support and we can enable this for you.

New Registration Layout: The registration listing and details page has a new look. On the Involvements Search page, we have also updated the Mobile View tab. Read more about changes you need to make here. More updates coming soon. Watch the blog for details.

HLS and MP4 video options: In the app portal under the Media section and Media Tracks, we have added two new Video Type options: HLS (In App) and MP4 (In App). You will now be able to add these video type tracks to be viewable in the app and content will rotate into landscape mode.

New Deeplinks: We’ve added deeplinks to take you to an individual registration page, Pre Check-In, and prayer requests. View all the deeplinking options in our Mobile App Deeplinking help article.

Updated Sign In Language: The sign in language has been updated to better describe the process. On the initial sign in popup and on the profile page, it will now say “Receive sign in code via text” and “Receive sign in code via email” for the text/email login options.

Grade dropdown: The Grade field was recently updated to a predefined dropdown list and this is now the same for your app. For more information about this change, please see our blog.

hayley.whitworth • May 04, 2022

You know you need them (Involvements), and you know it’s best for everyone managing your TouchPoint database to keep the entire organizational structure supporting Involvements tidy. Programs and Divisions will help with communication and reporting purposes. You may easily sort by either of these to evaluate the health of a specific ministry or email targeted individuals. Involvement Types may help you evaluate how engaged individuals are, simply by viewing their people record.

Download our free infographic to learn more about the relationship between Programs, Divisions, Involvements, and Involvement Types.

Additional Resources

hayley.whitworth • May 02, 2022

It’s Mobile May! For the month of May, TouchPointers will be devoted to the Mobile App! TouchPoint’s Mobile App communicates seamlessly with your TouchPoint database. This gives you the flexibility to access the same information at work, at home, while ministering in the community, etc. Our Mobile App Directories make it easy for you and your churchgoers to stay connected.

Of course, these Directories are highly customizable! You decide which Involvements appear in the Mobile App. You decide which Involvements get Directories. You decide what information is revealed in those Directories (per Involvement) for Leaders and Members. The icing: Members have the final say on what personal information of theirs is shared, so you can never share more than what they’re comfortable with.

Check out this episode of TouchPointers to see our Mobile App Directories:

For personalized help setting up your Mobile App Directories, reach out to [email protected] .

Catch up on the last few TouchPointers:

Staci.Patyrak • Apr 28, 2022

In our recent deployment, the Grade question was updated to reflect the new Grade Options dropdown. Because of that, there is action required on any of your online registration Involvements that use the Grade question. You must navigate to the Registration > Questions tab. You will see something that looks like the image below. You need to edit the Grade Options to match the Grade. For example; if the Grade says Kindergarten , the corresponding Grade Option would be K.

Make these edits for any open registrations first. To make it easier to find the registrations that use the Grade question, you can run the Questions Usage report from the blue toolbar on the Involvement Search page.

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