*Update*The webinar with Chris and Ross had to be rescheduled due to a technical issue with our webinar provider. We are so sorry for the inconvenience! We invite you to tune in next week on Wednesday the 18th at 2pm CST. We’ll go over everything we meant to cover in today’s webinar, plus dive into some new features and functions that are designed to make your life as a TouchPoint user easier.
System Admins will now find a much easier and more useful layout of the Settings page. This will make finding and editing a setting much easier.
Settings are organized by different type (i.e. System, Special Features, etc.) and Category (i.e. specific feature areas) which will make it easier to find a Setting and any related Settings for a special feature or area of functionality.
Many Settings have been renamed to make it easier and more logical what the Setting does. Remember, if you’re still not sure, you can always reference the documentation HERE for a more detailed explanation of what each Setting does.
Settings that are applicable to the majority of our partner churches are now surfaced by default so new features are more discover-able. Gone are the days of having to find and enter the Setting name manually (except rare-case Settings for one-off use). These “editable” Settings are now all organized under System > All. You should consider taking a few minutes to scan the list of Settings and see if there is something your church might want to take advantage of today.
A few other enhancements to note:
- Sensitive data stored in Settings (i.e. passwords and ID strings) is now hidden for security purposes.
- Settings that are true/false now have a toggle switch to make turning it on or off easier.
- Settings that include dates now have a date picker so you no longer have to know the format for entering the date.
- If you see Settings under the Ad Hoc section that you think should be standardized and organized within a different section let us know and we’ll be happy to review.
We hope you enjoy the new layout and find it easier to use!
Now working with Tasks in TouchPoint is easier than ever! The Task details screen has been streamlined to remove extra steps and allow you to accomplish your work faster. The screen now provides for inline editing. No need to click the Edit button. No more need for an Actions button. You can go to work right away, modifying information, selecting delegates and setting due dates.
Here is a summary of changes:
- The cell phone number of the person to contact has been added.
- A toggle switch has been added for quickly enabling or disabling the Force Complete with Contact feature.
- Mail icons have been added by Owner and Delegate names to facilitate quick communication with them.
- To change Owner or Delegate, simple click on the existing name, search for, and select the new person.
- To enter Notes, simply click on the notes and begin typing.
- To enter a Due Date, click the date and select from the Date Picker.
- To set Status or Limit To Role, click and select from the drop down list.
Below are Before and After screenshots of a new Task. The old interface for a Task included Edit and Actions buttons. The new interface eliminates those buttons and allows you to go straight to work on the Task.
You can read more about Tasks here.
Chris Dolan Steps in to Lead Product Development, Strategy, and Client Success
TouchPoint Software, a church management system based in Dallas, Texas, is pleased to announce that Chris Dolan has been named the company’s new Vice President of Product and Strategy. Chris is a church technology thought leader. He brings ten years of experience in developing and applying technology-driven solutions in ministry to TouchPoint.
For ten years prior to joining TouchPoint, Chris served as Director of Information Services at Redeemer Presbyterian Church in New York City, a prominent and influential church. Under his leadership, Redeemer became a leader in its use of new technology solutions to streamline ministry processes and effectively reach people. In his new role Chris will oversee TouchPoint’s product development and strategy.
Listen to the full interview with Chris:
Speaking of his enthusiasm for TouchPoint’s service to larger churches, Dolan said, “TouchPoint has been a strategic partner for us at Redeemer. It’s an essential tool for how we do ministry. I believe in TouchPoint’s direction. When it comes to church management systems, churches have two basic options. They can choose something rigid and off-the-shelf or something custom. Off-the-shelf solutions don’t have the flexibility that larger churches need, which is the ability to do specific things in a particular way. Custom work is expensive to build and even more cost-prohibitive to maintain. It’s a flawed way of doing things. I love the ministry mindset of TouchPoint. I love that we partner with other churches so that they don’t have to resort to developing software solutions themselves.”
TouchPoint’s president, Ross Miller, echoed Dolan’s excitement for the company’s future, and the role he will play. “We have been processing this decision with Chris for some time now, and I couldn’t be more thrilled that he is joining the team,” he said. “Chris is a key leader in developing new ways to make ministry effective through technology. We knew he was the right person to step into this role. TouchPoint has tripled in size in the past three years. Now that the time is right for him to come on board, I’m excited to see where TouchPoint goes in 2020 and beyond.”
In 2017, Chris and his team at Redeemer were instrumental in advancing the development of TouchPoint’s breakthrough mobile app. Through the partnership, the app launched with features and functionality that are unparalleled in the church market.
Chris says, “Probably the most exciting thing about TouchPoint is its strategy around mobile technology. We live in an age where everybody has a mobile device in their pocket at all times. I see this as a way for our congregants to easily engage with us whenever and wherever they are. We no longer have to wait until somebody is in the pew on Sunday morning or in front of their computer at home to sign up for a community group, make a gift, or engage with the church. Now, they can pull out their phone and do that quickly and easily. That experience is something special we can offer to churches.”
Though Dolan acknowledges that he will miss his former organization, he is looking forward to the future. “It was hard to leave Redeemer because I loved my team. I love my church and what I was doing to serve it. But I also believe in the vision of where TouchPoint is going. It’s a team with a ministry-oriented heart that I want to be a part of. I have a lot of ideas that I can contribute to take the product where it needs to go.”
TouchPoint Software, a Pursuant Group Company, is based in Dallas, Texas. TouchPoint originated out of Bellevue Baptist Church in Memphis, Tennessee, with a vision of being built by the church, for the church. It serves more than several hundred churches. TouchPoint’s web-based solution helps churches move believers toward maturity by supplying tools that engage and connect people to community. For more information, visit https://www.touchpointsoftware.com
For inquiries, please reach out to Leah Davenport, Marketing Manager at TouchPoint Software.
Tired of manually entering contributions each week? Would it be helpful to have the check image stored with its contribution entry? Now you can scan check information and images directly into a TouchPoint contribution bundle.
This has been available in beta version for some time but is now ready for general release. The check image is displayed as an aid when the donor is assigned. Best of all, after the donor is assigned once, in future bundles the system will automatically match the donor to that particular bank routing/account combination.
And coming early next year, you will be able to export a remote bank deposit. Scan the checks directly into TouchPoint, export the file, upload the remote deposit to your bank, and the work is done!
Our thanks to those who have been using this feature in its beta version. You can read more about it here.