TouchPoint Product Updates | Leah Davenport (5)

More Features re Alt Name

Thanks to West Houston Chinese Church who sponsored this project, you can now have a person's Alt Name display in the results list for both Quick Search and in Post Bundle Edit.

Contribution Statements and Electronic Only Option

It's about that time! Time to send out your annual contribution statements. What about the Electronic Statements Only flag? Good question!

Custom Reports - Spouse Alt Name Added

This is a small change, but very important to Chinese churches and other churches that use the Alt Name field. We added the Spouse Alt Name as an option for Custom Reports.

TouchPoint Christmas holiday office hours

Please note that TouchPoint offices are closed December 25 - January 1. Only issues deemed by TouchPoint as critical will be worked on during this time. Issues considered critical include: errors...

One-Page Giving Just Got Even Better

Yes, that's right. We have updated the one-page giving with some cool new features.

New Bundle Report Option - Python Script

Some of you may be using the original Bundle Report that gives you a breakdown by Cash, Check, Coin and then displays the details also separated by those categories. The link to the report displays...

New Address for Payments

A word to the wise is sufficient, so thank you in advance for taking care of this little housekeeping task.

TouchPoint Support - What about My Data Users?

Most of you know that when you need to ask a question of our TouchPoint Support Team, you click ?Help in the top right corner of your TouchPoint database. At that point, you have the option to search...

Class Lists - 2 New SQL Recipes

These 2 scripts are designed to be run from Organization > Search as a Custom Report after you filter for a list of orgs by Program and Division or some other filters. The reports will give you a...

Settings for Hiding DOB/Age for Specific User Role

Some of you have expressed an interest in hiding the birth year and age of adults from lay leaders, i.e. those with the user role OrgLeadersOnly. We just created 2 new Settings that will allow you to...

Another Recipe for Top Givers

We already have a recipe to give you a list of the top donors, but this one is a bit different. This report allows you to specify a start date (the default in the recipe is 1/1/17), and end date (or...

New Search Builder Condition - Recent Family Adult Last Attend

The use case for this was to find adults that did not attend a specific worship service in which the church's newsletter was handed out. Then the church could mail the newsletter to the families who...

Leah Davenport

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