First Steps with your TouchPoint Database

First Steps

Below are the first steps for you to take before you begin using your TouchPoint database. Most of the steps are for the person who will be your System Administrator (the one user with the Admin role), but the information will be helpful for other users as well.

See also

Next Steps

When we create your database, we will create a people record for the person who is designated as the System Administrator for your TouchPoint database. We will assign that person a user account and they will receive an email with their credentials.

Support
You can have up to 4 Support Admins on your database. These users have unlimited email support with TouchPoint. When we set up your database, our team will also set up the user(s) you decide should be your Support Admin(s). For the fastest support, click Help in the top right corner of your database. Then search by topic or keyword. If you do not find the answer, and you are not a Support Admin please contact one of those users at your church. See Help Documentation below for more about finding answers to your questions.
Support Admins - Contact Support

If you are a Support Admin and need help answering a question, after clicking the Help link, you can select Contact Support and complete the body of the email. This will give us your name, your church name, and your database URL. This is the best way to request support. You can also copy the staff member that needs help and that person will also see our reply. Emails to support are received by the entire team and ensure a quick response.

When we create your database, there will be 3 records in it that need to remain there in order for you to receive support from TouchPoint:

  • The Admin
  • David Carroll
  • Karen Worrell

These are there to allow us access to your database when you need help.

See also

Email Support

If, for some reason, you cannot access your database you may email support@TouchPointSoftware.com. Otherwise, for the fastest support, use Contact Support via the Help link in the database.

Help Documentation

You can go directly to the Help Documentation from your TouchPoint database by clicking Help in the top right corner from any page. You can search by topic/keyword or you can click the blue Documentation Website button to go directly to the home page of the documentation. Once there, you can click Index where you will find a list of the most common topics, or you can select one of the main headings to view articles related to that heading. You can also search by topic/keyword from anywhere in the documentation. We encourage you to look in the documentation first before having your Support Admin contact us. You can often find just what you need faster that way. Please take a look at the article listed below as it contains more about finding the answers to your questions.

News

We communicate with our users via our TouchPoint News blog and periodic Newsletters. Subscribe to the TouchPoint News Blog so you will not miss hearing about new features. Just enter your email address on any of the blog posts (on the right side), and click Subscribe. Encourage all of your church’s users to subscribe as well. We want all users up-to-date on TouchPoint features. These posts display on your TouchPoint Home Page as well.

Now you are ready to get started:

Settings

There are some Settings you need to set or change. All of these are found under Administration > Setup > Settings

New People Manager
  • Click in the text box beside NewPeopleManagerIds.
  • Change the People Id# from 3 to your People ID Number (or the person who should serve in that role).
  • Press the blue Check Mark to accept the change.
Church Address
  • Click in the text box beside Start Address (it says Click to Edit).
  • Enter your church address - example: 2000 Appling Rd, Cordova, TN.
  • Press the blue Check Mark to accept the change.

See also

People Page to learn how this address is used for driving directions.

AdminMail
  • Click in the text box beside AdminMail and enter your email address (the email for your System Admin) in the Setting if it still has a TouchPoint email address.
  • Press the blue Check Mark to accept the change.

This is the person who will receive admin notifications and from whom standard automated notifications will be sent. You may want to create a generic people record (such a Church Office) with a generic email address - such as office@ourchurch.org. Just be sure someone monitors that email account, as people will sometimes reply to these notifications.

Other Tasks and Resources

Create People Records

Create people records for your staff or volunteers (if records were not imported).

Create User Accounts

Create User Accounts and assign roles for staff and volunteers.

Create Metro Zip List

Create the list of Zip Codes for your local area, assigning the proper Resident Code.

See also

Zip Codes

Populate Your TouchPoint Database
  • Add your congregation to the database, if we did not import records from a previous database (a data conversion).
  • There are a couple of ways to do this:
    • You can use the Insert People spreadsheet to help streamline the process.
    • Or you can add new records directly to your new database.
    • Also, be sure to notice the section above regarding the New People Manager.
Videos

Before you continue, you should watch the available videos.

Organizations and Attendance (Meetings)
  • Create an Organization for your Worship Service.

  • Begin creating meetings for your Worship Service and enter a Headcount each week and add any new guests to the meetings.

  • If your church is interested in secure child check-in, you will want to read the help articles about TouchPoint Check-In. You will find articles about using PC Check-In, an iPad or Android for Mobile Check-In, how to set up your organizations, where to find equipment, and more.

    See also

    Check-In

    Tip

    Our Check-In software is not exclusively for use with children. You can use it for any age.

Other Administrative Tasks

Contributions
  • Create the list of Contribution Funds. If your data was imported from a conversion, your funds will have imported as well just verify those that need to remain open).

    See also

    Fund Management

  • Set up your Contribution Statement Header and Notice. These display on the Contribution Statement.

  • Verify that the Contribution Statement Types and Envelope Options are set correctly for your donors.

  • There are a number of help articles relating to Contributions, Funds, Envelopes, Statements, and Pledges that you will want to read.

Miscellaneous Items
  • Member Status

    • By default, if your records were imported using the Insert People Spreadsheet, and if there was not a column for Member Status, each record will have a Member Status of Just Added.
    • The Member Status can easily be changed for a group of records by using the Admin > Update for a Tag feature. This will allow you to change everyone’s church member status from Just Added to Member, Previous Member, or Not Member.
  • Extra Values

    • If you have Extra Values that were imported with your database (either from an existing database or using the Insert People Spreadsheet), you can also use Update for a Tag to change those fields that are in TouchPoint to the value needed based on the Extra Values in your database.
  • Batch Updates

    • TouchPoint’s batch update for a tag, allows you to update a number of fields on people records as a batch process, using a Tag. It is not limited to just Member Status and Extra Values. This is something to be used very carefully, but can be a real time-saver.

    • We have another process to allow batch updates for organizations as well.

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