Organizations – TouchPoint Software

Custom Involvement Tabs

In case you missed the December new features webinar, we have made available the ability to customize the Involvement tabs to control, per organization type, what is displayed on the tabs.

You can find full documentation of this feature here.

Here are some highlights of what this can do for you:

You can display a link for your volunteers to easily view and manage their commitments.

You can add an Unsubscribe button so that mail list subscribers can easily remove themselves from a list.

Each organization type can be set uniquely to show the fields that are relevant to that particular type of organization.

In addition, you can use the settings below to limit what organization types are visible to users on the Involvement tabs and in what order they are displayed:

UX-DefaultInvolvementOrgTypeFilter (for MyData users)
UX-DefaultAccessInvolvementOrgTypeFilter (for all other users)

Both these settings take as a value a list of organization types separated by commas. Included organization types are visible on the Involvement tabs in the order in which they are listed in the applicable setting. Read more about these settings in the article on Administration Settings.

March 9, 2020/0 Comments/by Mike Smith

HowTo, new features, Organizations

eSPACE Integration

TouchPoint now offers an integration with eSPACE! Events in eSPACE can be linked to TouchPoint organizations, allowing future meetings to be synced to the organization.

Setup is a breeze! Just a few settings in TouchPoint: Enter your eSPACE username and password, toggle a setting to enable the integration, and configure how many days ahead the synchronization should cover. Then, link organizations to eSPACE by selecting from a list of available events.

One simple setting links your org to the eSPACE event.

To learn more about eSPACE event management, click here.

For more information about setting up the integration, click here.

February 26, 2020/0 Comments/by Mike Smith

new features, Organizations

Important: New User Role for Manage Org Members Page

This morning, Feb. 7, 2018, we added a new user role that is now required for a user to access the Manage Org Members page. This is the page that is accessed under Organizations > Manage in the main menu. This is more of an advanced use page for special use cases such as Promotion or moving a lot of members when a class is closed or when you have an online registration and then need to separate everyone into smaller groups.

Also, this page is designed to remember everyone that has been moved so you can email a room notice letting people know their new class and room number. Once you send the email notice, the count starts over with those that are moved after you send the notices. You can also manually reset the count.

The new role is ManageOrgMembers. When you edit a user’s account to assign the role, it is listed in the Advanced Roles section. Assign this only to those users that really need to use it, not all of your users.

Remember, most moves can be handled using the Move Members process and do not need the email notices. This feature is accessed via the Member Dialog and does not require this special role, just Edit and Access.

Revision to Average Attendance for Organizations

We blogged about this SQL recipe last year, but we recently made a change to the recipe. It now includes the Program and Division in addition to the name and ID# of each organization. Of course, it also displays the total number of attends (how many attendances were recorded for all the meetings), the total number of meetings, and the average attendance for those meetings.

If you remember, you can run this from the blue Toolbar on Organization Search, and you supply the date range. So, you can run it for a month, a quarter, a year – whatever you want. And because it is on the Toolbar on Organization Search, you can filter for whatever groups of organizations you want.

Here is a sample report:

Interested in this recipe? Or perhaps you want to update the recipe in your database if you added the original version. Then check it out below. It’s so simple to add to your database.

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 list of everyone enrolled in each of the orgs in your filtered list along with their contact information.

One report, Class List, is designed for printing, so there is a page break at each org. The name of each org is the header for that page. The report includes the person’s name, member status, email, phone numbers, and address. This is a great report to print and give to class members if they do not have access to an online directory for their class. Because you access it from Organization Search, you can print the report for multiple classes at one time.

The 2nd report, Class List 2, is designed to be an on-screen report. It does not have page breaks. It does include the org name and org ID in the report and sorts by the org name, then by the last name of the individuals. Both the Org ID# and the People ID# are links taking you to the organization or the people record respectively.

As with all of our SQL Reports, we have the recipes in help articles for you. Basically, all you need to do is copy and paste. Also, because they are run as Custom Reports, you will also need to add the names of the reports to Custom Reports text file in Special Content. All you need to know is spelled out in the help articles where we also have the recipes for the scripts.

Thank you to Westside Baptist Church in Gainesville, FL. for sponsoring these reports.

Read more…and get the Class List recipe

Read more…and get the Class List 2 recipe

November 15, 2017/0 Comments/by Leah Davenport

Custom Involvement Tabs

eSPACE Integration

Important: New User Role for Manage Org Members Page

Revision to Average Attendance for Organizations

Class Lists – 2 New SQL Recipes

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