Documentation

Everything you need to know about TouchPoint

Welcome to TouchPoint's documentation site.

A Look Back: TouchPoint Jan-Sept 2015


People

Adding New People - Family Relationships - Church Membership - Volunteer Applications - Searching - Status Flags - Editing Records

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Organizations

Managing Organizations and Members - Creating Meetings - Recording Attendance - Printing Roll Sheets - Promotion Process - Programs & Divisions - Reports and Exports

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Search Builder

200+ Conditions Explained

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Check-in

Checkin Process - Equipment Needs - Checkin Features - Uploading Pictures - Adding New Records - Editing - Joining Classes

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Online Registration

Types of Online Registrations - Setup Info - Mission Trips - Fee Options - Questions

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Contributions & Finance

Processing Contributions - Pledges - Online Giving - Printing Statements

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Email & Texting

Using Email and Texting Effectively - Sending Special Links - Creating and Sharing Drafts and Templates - Email Replacement Codes

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Administration

System Administrator Tasks - Batch Processes - Setting up New Users - Database Settings - Special Content for Templates

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Blue Toolbar

Emailing - Reports and Export - Actions

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Search / Add

Searching Tips - Importance of Searching before Adding New Records

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Contacts & Tasks

Assigning Tasks - Recording Ministry Contacts - Reporting

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Extra Values

Creating Extra Values - Types Available - Confidential Extra Values - Functional Extra Values

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Summary Reports

Standard Reports - Week at a Glance - Membership Reports - Finance Reports

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Programming Touchpoint

  • Python Programming
  • Custom SQL
  • Recipes
  • API Refernece

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Miscellaneous

Creating campuses - Outline of the Source Code - Emailing for Support - Videos

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See something missing?

Contact us through the support page in TouchPoint.

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