New iPad Check-In App Available

New ImageIt’s out there, now! Download it from the App Store – TouchPoint Check-In for iPad. We published the Android version a few months ago, and you can find it at Google Play.

This is a completely new check-in app which replaces BVCheckin. It works almost identically to the Android version. The basic differences are just the differences between Android and Apple products.

If you currently use BVCheckin, replace it with this new app. It is named TouchPoint Check-In. And, of course, the Android and Apple apps are totally free!

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Batch Updates – Grade and More

TipsTouchPoint has tools for making updates to multiple records at one time, using a Tag or a Search Builder results. We continually add new options, so I wanted to mention this in a blog post again.

Only your System Admin can run these batch processes and he must do this with fear and trembling! Maybe that is a bit extreme, but he must use extreme caution as there is no undo button and these batch updates immediately update fields (or perform other actions) on all the records in your Tag or Query.

Example: Updating the Grade field

Now that Promotion has ended for most churches  you might be interested in updating Grades.

Remember, for Main Fellowship classes with a Grade on the organization, anyone enrolled in that org will automatically get that Grade put on their people record at the time they are enrolled or promoted. In these cases, you do not need to update the grades.

However, some churches have Main Fellowship classes that span multiple grades, or perhaps you may NOT have entered a Grade on the organizations prior to Promotion. In these cases you could use the batch process to add the Grade after the children have been promoted.

A few newer options for the batch process for Grade are Remove Grade, Custom Grade, Add 1 Grade Level. There are quite a few options for Grade, so you would want to read more about this.

The Grade field is only one of many fields that can be updated. Check out the entire list in the help article. The article also contains explanations for the various Grade options.

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Registration History & Summary

TipsThese two reports for Admins are very helpful not only to see how many registrations you have for an event (on the Summary) but also to help you troubleshoot when someone has a question about his registration or a problem registering.

The Registration History is a list of every registration whether it was ever completed or not. That page, which is actually a registration search page, has various filtering options as well, which will help you find a specific person’s registration. You can even filter to find only registrations that originated from the TouchPoint mobile app!

Whereas the Registration History is a list of every individual registration, the Registration Summary is just that – a summary of registrations by Description. The Description is actually the name of the organization used for the registration.

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Correction re Batch Update for Addresses

2016-08-05_14-40-14In my blog post earlier this week regarding the batch update for address in TouchPoint, I had forgotten that, for some very good reasons, we have that locked down so only our TouchPoint Support Team can run that process. Oops!

I’m sorry for any confusion that caused. Sometimes, I just don’t know everything I know – if you know what I mean:-)

I have amended that post to indicate that if you want that process run, just send a support request along with the shared Tag or the saved search for which you want it run.

Here’s the updated post, and here is the help article about this process.

Again, please accept my apologies for the mistake and confusion.

Batch Address Verification & Zip + 4 Condition – Revision

UPDATE: The batch update process is restricted for now. So, when you want that to be run, just send a support request and we will do it for you. Just give us access to your Tag or send us the name of your saved search.

2015-11-30_16-10-06TouchPoint has some great tools to help you keep your database well-oiled and squeaky clean…so to speak. Those I want to mention today related to address verification: the Search Builder Condition “Has Zip +4” and the batch process “Validate Addresses for a Tag/Query“.

By using both of these, you can clean up any addresses that have not been validated for some reason.They might be old records, or they might be brand new records that were added during an online registration. When you add a new record to the database you will validate the address at that time, and the +4 will get added. Also, when you verify new record to remove the Just Added status you should be validating the address. But sometimes that does not always happen. Also, if you have TouchPoint import any records using spreadsheets these records will not be validated.

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