TouchPoint Product Updates | Leah Davenport (3)

Open Person in New Tab Now Works for Birthdays List

You may have already discovered this yourself. Now when you click the name of someone in the Birthdays section of your Home Page the people record will open in a new tab, leaving the Home Page in the...

Customizable Directories

We often hear from clients that want to add or remove information from one of our standard directories. That is why we created what we call the Custom DocX Directory. There are actually 3 directories...

Donor Total Summary Export

This report has been in TouchPoint for a long time, but you may not have ever noticed it. This is an Excel export that compares giving over a period of years (that you specify) and can be limited to...

Custom Statements for Multiple Entities in your Database

This option is for churches that have separate ministries and receive and track contributions for those ministries in their TouchPoint database. In other words, the donors for both the church and...

TIP: Add or Update Extra Values in Bulk

Extra Values are just what they say they are - something 'extra' that adds 'value'. TouchPoint displays these on people records and on organizations. But did you know that you can update existing...

New Org Extra Value - You Must Agree Statement

Online registrations are probably the most used feature in TouchPoint. Churches use registrations for everything from VBS to Soccer to Bible Study to Volunteers...and much more. One of the options...

Alternative Donor Details Export

The normal Donor Details export contains a lot of information - all the 'details' about the contributions for individuals for a date range. This alternative version still contains all the same...

Giving Change Quarters Report

This new report is a SQL recipe that you can run from the Totals by Fund Report page. It is designed to allow you to specify a date range, such as the 1st quarter of your fiscal year and compare...

Extra Value for Online Registration Shirt Sizes

Originally (back in the dark ages), we created the option to ask for Shirt Sizes and also to Allow Last Year's Shirt, because the only online registrations we were doing in TouchPoint (then BVCMS)...

New Monthly Giving Analysis Report

We just completed this new Monthly Giving Analysis Report, which is a SQL recipe, so you can easily add it to your database if you are interested in it. The report is run from the Totals by Fund...

New - Custom Fund Sets for Finance Reports

All of you finance users will be interested in this feature if you have ever wanted to see financial reports for just one Fund or for a combination of Funds, instead of having all Funds combined. We...

New Setting to Hide Member Status for My Data Users

We have recently added a new setting that will prevent a My Data user from seeing the specific Badge displaying his Member Status as well as the Member Status that normally displays in the list of...

Leah Davenport

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