Compact Family Report – SQL Recipe

2016-10-14_18-15-16We just added a new SQL recipe to give you a Compact Family Report that can also be downloaded as Excel and that uses the basic format of the Family Directory. By that, I mean that the family members are grouped together with the adults listed first followed by their children.

If any member of the family is included in your organization or search results, the entire family will be included in the report. This is a compact report, so it lists only the name, age, email address, and cell phone numbers of each family member.

If you are interested in this report, your System Admin can copy the SQL from our recipe and paste it into your database.

Click here for the recipe.

New Role to View Member Docs

New ImageIf your church is like ours, you have your prospective members complete a form giving information about the type of decision they are making, the name of their previous church (if they have one), and other necessary information. And you upload those forms to the person’s people record in TouchPoint. These documents have until now been uploaded and viewed by only those with the Membership user role.

We now have a new role – MemberDocs – that will allow ministers (or other staff) to view the membership documents. This role does not allow the user to upload (or delete) the documents or edit anything regarding membership. Those functions still belong exclusively to the user with Membership role.

Thank you to Eric and good folks at Hickory Grove Baptist Church for presenting a good idea and sponsoring the project.


Easier Way to Create a Sub-Group

This new feature is a precursor to an even bigger feature that we will tell you about in the next week or so. Not to take anything away for this little gem; it is super handy!

If you have Edit role, click on the Member Dialog for one of the members in one of your organizations and then click the Groups tab. You will notice a new text box and a green Add New button. This is where you can create a new sub-group and place that person in that group all in one fell swoop. Pretty nifty, huh!

You can also do that same thing using the Update Members option on the Member tab of the organization if you have the Manage Groups user role. Filter for those you want to add to this new sub-group, click Update Members and select the Groups button. You will see the same option to create a new sub-group and a reminder that everyone in your filter will be added to that group.

Read more…about Member Dialogs and Sub-Groups

Read More…about Update Members and Sub-Groups

Sometimes we create something because people are clamoring for it, or it’s been on our list and we have finally been able to get to it, or a church wants to sponsor the new feature and we know it will be useful.

However, other time we create or revise a feature because we know it will be useful for another feature that we are working on. That is the case here. So, keep watching the blog for an unveiling of this other new feature!

New Email Replacement Codes for Pledges

We just published two new email replacement codes. One is for the amount of a pledge to a specific fund. The other is for the balance still due on that pledge.

You do not have to wait until you send out contribution statements for you to update a donor regarding his pledge. If you are nearing the end of the life of a special fund or campaign, using these replacement codes will let you email everyone with a pledge for that fund, reminding them that the end of the campaign is drawing near.

Or you could email all of your members or donors, not just those that have made a pledge, and remind everyone about the campaign and when it will end. Those without a pledge for that fund will just see zeroes in both places – the amount and the balance. If someone has given more than their pledge, they will see the difference as an overage (in parentheses).

Check out all of our email replacement codes and see how you can make good use of them! For these new codes, look under the header All Emails and the paragraph titled Pledge Replacements.

Thank you, Redeemer Presbyterian Church for sponsoring this project.

Read more

Compose Email on Mobile Devices

2016-09-19_07-56-49Several of you have been in the habit of using your phone for sending TouchPoint emails and were disappointed to see that the email, once it was sent, did not look the same as what you were seeing on your phone when composing it. Well, no more!

Until recently, the text editor (CKEditor) we use in TouchPoint for composing emails and other formatted text items did not work on a mobile device the way it does on a normal computer. The reason was the CKEditor was incompatible on Mobile browsers. That has changed.

Now, you can compose your emails on your iPhone or Android phone and still have the same formatting options as on your computer! That means that when you put a line break, it stays there and your paragraphs do not get smashed up together.

We are happy about this change and we hope you are too!


Email Recovery


Over the past few months, we have heard from some users that, on occasion, they have lost their work while composing an email. These users were writing newsletters that take a long time to compose. The problem happened when they went to Save Draft–they got an error message with no way to go back to their work.

While we have been unable to replicate this, we suspect this happens when their Internet connection is interrupted. Rather than trying to replicate the problem and prevent it, we have instead provided a way to recover your content locally. This new feature is now available.

Every time you click Save and close the CKEditor (this is the editor you use when writing your email), it saves the HTML for the email into a local storage area available in your browser. This local storage is reused so it only works for one email at a time. When you have a fatal error (like your network being unplugged while you are editing), you will now be able to recover your work.

  • You just start to compose an email over again.
  • And you can pick the empty template this time because you are going to be using the previously saved template and content.
  • When the compose page appears this time, don’t click in the area to load the editor, but immediately scroll to the bottom of the page and  click the Recover button.
  • This will bring back the content you lost complete with the template you were using.
  • You will be ready to Save Draft, Send or Send Test to Self.

We hope you find this helpful.


New ‘Registered Only’ for iPad Attendance

New ImageTouchPoint’s iPad Attendance feature is a perfect way to use an iPad (or multiple iPads) to take attendance for an event when you do not want to use self-check-in or roll sheets. And now that feature has gotten even better with the addition of the new iPad Attendance Registered Only option.

When you select this option from the Toolbar cloud icon under Special Pages, only those who are registered to attend will display. This makes your list a lot shorter, which is nice if you use this for a large organization.

This is perfect for use with the Volunteer Calendar as well. Only those who are flagged as Attending, Substitute, or Find Substitute (those who tried to find a sub, but haven’t) will display in the list. In other words, you will see just those that would print on your roll sheet for that meeting – those who should be there.

Thank you, Redeemer Presbyterian Church for sponsoring this project.

PS  There is a bonus as well – when you have more than one tab opened on the browser of your iPad and are using iPad Attendance, the name of the org will be displayed as the name of the tab. This means you can take attendance for more than one org using the same iPad and always know which org you are viewing.

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