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Archive for category: videos

contributions, new features, videos

Finance Administrators-Pledge Fulfillment Report Sees Double!

ChurchDonationsMore and more churches seem to be using Pledges, and TouchPoint has several reports related to these special types of funds. One report in particular, the Pledge Fulfillment Report which lists every donor pledging and/or giving to the pledge fund, amount pledged, and more, now has another option.

This new option is not on the toolbar, but requires only a few small changes that you make to the URL. Once you do that, you will magically have a fulfillment report that shows not one pledge fund, but two pledge funds.…along with items such as the pledge amount, pledge date, amount given, the normal people data, and so forth…for each pledge fund side-by-side. Pretty nice, huh? It is well worth the small number of keystrokes it takes to create this report. I even created a tiny video to show you exactly what to do.

Oh, and once you create the URL for this Pledge fulfillment 2 Report, just “book ’em, Danno”! Bookmark it, that is. Then you can return and run it at any time, without having to make any edits to the URL. If you close one pledge fund and open a new one, just change the fund ID in the report URL and bookmark it again.

Read more and view the heart-stirring ‘short’ (that’s hip for a tiny little independent movie) about a lonely pledge fund who longed for a friend. OK, that’s a bunch of boloney…but it did stir my  heart to create it for you!

October 5, 2015/0 Comments/by Steele Billings
https://touchpointsoftware.com/wp-content/uploads/2018/10/TP-logo-blue-no-slogan-300x62.png 0 0 Steele Billings https://touchpointsoftware.com/wp-content/uploads/2018/10/TP-logo-blue-no-slogan-300x62.png Steele Billings2015-10-05 06:25:572015-10-05 06:25:57Finance Administrators-Pledge Fulfillment Report Sees Double!
HowTo, ideas, videos

Lay Leaders – Updated Videos

If a picture is better than words, than a video should be even better. And if one is good, three must be really good. So, without further ado, I present to you 3 new videos hot off the press for lay leaders, using the latest user interface and features (replacing the ‘brand new’ videos we did last year.).

Lay Leader 101 – This shows how to set your password when you are sent the New User Welcome, how to find your record, how to find your class. This is just the basics.

Lay Leader 201 – Learn how to generate and email a class directory and how to insert an image in an email. Also, see how to filter for sub-groups in your organization.

Lay Leader 301 – Learn how to communicate with your absent members and recent guests, using Convert to Search from a Meeting. Also featured is the Email Attendance Notice, which is a great tool for Lay Leaders. We even show you how to filter for one or more sub-groups and select random class members to email using checkboxes.

If you are not a lay leader yourself, but have leaders working with you, please communicate this to them and get them set up with their own OrgLeadersOnly user accounts.

Read more..

September 29, 2015/1 Comment/by Steele Billings
https://touchpointsoftware.com/wp-content/uploads/2018/10/TP-logo-blue-no-slogan-300x62.png 0 0 Steele Billings https://touchpointsoftware.com/wp-content/uploads/2018/10/TP-logo-blue-no-slogan-300x62.png Steele Billings2015-09-29 13:13:412015-09-29 13:13:41Lay Leaders - Updated Videos
new features, videos

Organization Toggle

I love this feature! Lately, I have been verifying settings on quite a few organizations, and this toggle has been a life-saver. Well, that’s probably a bit strong. However, it has very much been a time-saver.

Watch this short video to see how it works, and how to make sure you have the setting turned on .

July 31, 2015/0 Comments/by Steele Billings
https://touchpointsoftware.com/wp-content/uploads/2018/10/TP-logo-blue-no-slogan-300x62.png 0 0 Steele Billings https://touchpointsoftware.com/wp-content/uploads/2018/10/TP-logo-blue-no-slogan-300x62.png Steele Billings2015-07-31 07:33:232015-07-31 07:33:23Organization Toggle
HowTo, videos

New Videos – All About Email Drafts

In our last blog post, we told you about a new feature on the Blue Toolbar that makes it very easy for you to Create / Edit Saved Drafts. We now have several very short videos demonstrating the following:

  • Create Email Draft
  • Share Your Email Drafts
  • Delete Old Drafts
  • Create a Draft from a Sent Email

Click below to watch them all on our Email Draft Playlist on YouTube.

Read more..

 

June 2, 2015/4 Comments/by Steele Billings
https://touchpointsoftware.com/wp-content/uploads/2018/10/TP-logo-blue-no-slogan-300x62.png 0 0 Steele Billings https://touchpointsoftware.com/wp-content/uploads/2018/10/TP-logo-blue-no-slogan-300x62.png Steele Billings2015-06-02 07:16:282015-06-02 07:16:28New Videos - All About Email Drafts
contributions, HowTo, New Release, videos

Just for Finance Users – New Videos

These 2 new videos are just for you – those who enter contributions in your database or work with contributions in any way in TouchPoint. The first walks you through the process of creating a bundle and posting contributions in the new UX. The next shows you the other basic pages that you use on a regular basis.

May 15, 2015/0 Comments/by Steele Billings
https://touchpointsoftware.com/wp-content/uploads/2018/10/TP-logo-blue-no-slogan-300x62.png 0 0 Steele Billings https://touchpointsoftware.com/wp-content/uploads/2018/10/TP-logo-blue-no-slogan-300x62.png Steele Billings2015-05-15 17:30:042015-05-15 17:30:04Just for Finance Users - New Videos
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