TouchPoint Product Updates (3)

Registration

"Upload Document" Registration Question Creates Sub-Group

Like many other Registration Question responses, a sub-group is now automatically created when a user uploads a document in conjunction with their registration. You can create multiple Upload...

More Flexibility with "Admin" Functionality

We have made updates to help break up some Admin role functionality in an effort to streamline role delegation and system communications.

Online Giving Enhancements & Other Finance-Related Updates

Online Giving Pages Enhancement When configuring your Online Giving Pages, you may now optionally include a quick search filter to allow the donor to easily locate a specific fund when giving...

UPDATED Directory Privacy Settings Priorities

The highly anticipated, flexible mobile app directories are in the final stages of testing now. We expect to have them in your hands very soon! After taking into consideration some feedback...

Email Templates Have a New Home! 🏡 (And Other Communications Updates)

Email options that were previously found in Special Content can now be accessed by navigating to Administration > Communications > Email Templates. You will find both the Email Templates and Saved...

New Email Replacement Code For Recurring Giving

Email Replacement Codes are a great way to easily tailor the information for each recipient without having to compose a separate email to each person individually. The current Email Replacement...

New Look: User Email Delegation

We made some improvements to both the aesthetics and functionality of User Email Delegation. The process of adding a delegate and associating him/her to the appropriate people is more streamlined.

Mobile App Directories - Tips & Tricks

You may have read a recent blog post about an exciting new feature that we have on the horizon--Mobile App Directories. To provide more clarity for successfully configuring your Mobile App...

ACTION REQUIRED: Titles Becoming Standardized

In our commitment to helping you keep tidy data, we are standardizing the titles that are used on people records. The "title" field is no longer a freeform text box; it is instead a dropdown list,...

Attendance Reminder SMS Tracking

TouchPoint now logs Attendance Reminder text messages on the SMS Messages Page when they are sent to your class leaders! This allows for easily identifying which leaders received the text or...

BIG Updates To Merging Duplicates!

If you're ever in need of merging duplicate people records, these updates will make your life easier! Below are some of the new options you will see when merging two records:

Mass Assign User Roles

The day has arrived: you can now quickly assign User Roles to multiple people at once! 🎉 There are two new options under Administration > Batch Actions > Update Fields From A Tag/Query: Assign...

Blog

"Upload Document" Registration Question Creates Sub-Group

More Flexibility with "Admin" Functionality

Online Giving Enhancements & Other Finance-Related Updates

UPDATED Directory Privacy Settings Priorities

Email Templates Have a New Home! 🏡 (And Other Communications Updates)

New Email Replacement Code For Recurring Giving

New Look: User Email Delegation

Mobile App Directories - Tips & Tricks

ACTION REQUIRED: Titles Becoming Standardized

Attendance Reminder SMS Tracking

BIG Updates To Merging Duplicates!

Mass Assign User Roles

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