Dec 15, 2023

One of the improvements that came with Phase II of the Finance Enhancements was to include all online transactions in Batches. Since then, you may have noticed some batch items without a description. This happens when a registration is received for an Involvement that does not have an Account Code configured.

We have created a convenient report for you to be able to easily identify the registration Involvements and batch entries with missing account codes. The ideal results of this report being run would be zero returns.

Learn more about this report in our Registrations Without Account Codes help article.

Dec 12, 2023

Join us for 30 minutes this Thursday!

‘Tis the Season! As 2023 comes to a close, we invite you to join us for our annual Fireside Chat. Ross, Morgan, Chris, and other members of the TouchPoint team will gather around to chat about 2023 highlights and what’s ahead for 2024.

Join us this Thursday at 1pm Central for 30 minutes!

Sign Me Up! 

Dec 12, 2023

Check Scan v1.0.6 is now available! This update includes enhancements and improvement to matching. This should decrease the number of times you need to manually modify the routing, account, and check numbers once you’ve scanned in checks. If you do encounter a check that isn’t matched as expected, be sure to make the appropriate adjustments in the Pattern Match section, enter the Bank Name, and click the Save button. This will tell TouchPoint to remember that pattern so that the check will scan properly next time.

To download this update, click here. For additional information, please see the Scanning Checks to Import Data and Images help article.

Dec 04, 2023

The next TouchPoint Software release is scheduled to be deployed Wednesday night, December 6. This includes new features and updates to existing features.

  • Check-In Add Family Form – We have added two enhancements to the Add Family form when using Check-In.
    • The Date of Birth field is now a text entry field that only allows entering numbers (no dashes or forward slashes needed) in order to make entering birth dates faster than using the previous date picker.
    • There is now a Cancel button when adding a child in case you accidentally click the Add Child button too many times.
  • Mass Background Checks/Trainings – It is now possible to run background checks and/or Ministry Safe trainings in mass from the blue toolbar. If you have a saved search that identifies who needs a check or training, now you can send this to all people at one time instead of individually.
  • NEW Emergency Contact Flag – A new flag can be displayed at the top of a person’s record when he or she has an emergency contact set on his or her record. To turn this on, navigate to Admin > Settings > Features > Status Flags and set Badge For Emergency Contact to True. You can configure the color of the badge using the Badge Color Emergency Contact setting. 
  • TouchPoint Giving Reports – The following reports are now available exclusively for church partners using the TouchPoint Giving payment gateway. Note: links to these reports will only show in the new navigation menu. 
    • First Time Giving Report – Identify those who have contributed to your church for the first time.
    • Increased Giving by Range Report – Compares two date ranges to see those whose giving has increased.
    • Decreased Giving by Range Report – Compares two date ranges to see those whose giving has decreased.
  • Mass Creation and Deletion of Users – It is now possible to mass create MyData users and add a random password for them. This process can be exported for a mail merge if you wanted to mail users account information. You can then search for accounts that have not logged in during the specified time and delete them in mass.
  • Miscellaneous
    • SMS Replacement Codes – Additional replacement codes have been added when sending SMS messages. A full list of replacement codes can be found in our documentation.
    • eSPACE Integration – Enhancements have been made to the eSPACE integration to pull in events to TouchPoint so that they can be synced with your TouchPoint Sites website calendar widget.
    • Involvement Export – The Involvement export/import tool now supports updating extra value of all types.
    • Involvement Creation – It is now possible to limit who has access to create new Involvements based on roles.
  • Several settings and API updates to support Mobile 3.0 as well as a various bug fixes were included in the release.