Home Page Birthdays¶
The Birthdays box on the left side of your TouchPoint Home Page helps you minister to and stay in touch with individuals. It displays the names and upcoming birthdays (month and day) of the people in your birthday list.
Each name links to that person’s record, so you can quickly send an email or make a call wishing them a happy birthday. Click the Birthdays title to open your TrackBirthdays Tag.
The list is refreshed daily, so people whose birthdays have passed drop off and others are added. When you use a TrackBirthdays saved search, the list shows up to 100 people.
To keep up with birthdays for a larger group, consider using Search Builder so you can send emails from the Blue Toolbar. Use the Birthday Condition and enter two digits for the month to find everyone with a birthday in that month.
See also
There are three ways to populate this list, described below. Choose one option that best fits your needs.
Note
A TrackBirthdays saved search takes precedence over the TrackBirthdays Tag. See the section below for more information.
Use the Birthdays Default¶
To use the default, no setup is required. You only need to be enrolled in your Main Fellowship Involvement, such as a Sunday School class, Life Group, or Small Group. The default displays everyone enrolled in that Involvement who has a birthday in the next 15 days. Deceased individuals are not included.
Troubleshooting
If you are not seeing the names that you think should appear in that list, first check the Involvement tab on your own people record. Then check that Involvement’s settings to confirm it is flagged as a Main Fellowship. Your people record should be enrolled in only one Main Fellowship Involvement. Read more about how the Main Fellowship designation is intended to be used in TouchPoint.
See also
Use a TrackBirthdays Tag¶
If you add people to your existing Tag named TrackBirthdays, only those individuals display in the list, beginning 15 days before their birthday. Deceased individuals are not included.
- Step 1
Click the Tag icon in the header and select TrackBirthdays from the list of available Tags. This sets TrackBirthdays as your Active Tag.
- Step 2
You can now add people to this tag either individually or as a group.
See also
Caution
Tags are not dynamic, so you must add or remove people as needed. The Birthdays Default (those in your Main Fellowship Involvement) updates automatically because it is based on enrollment. A TrackBirthdays Search (see below) also updates automatically.
Use a TrackBirthdays Search¶
Whereas the TrackBirthdays Tag is static (it does not get updated unless you update it manually), a TrackBirthdays saved search uses the results of that search each day to populate your birthday list. The list shows up to 100 people from the search results, sorted by next birthday. The 15-day window is not applied to a saved search, so use the Days till Birthday Condition to limit the results.
- Step 1
Go to People > Search Builder > New.
- Step 2
Select the condition Days till Birthday and enter the number of days you want to look ahead. Because the list updates daily, a short range such as one to two weeks is usually sufficient.
- Step 3
Add any other conditions to find the group you want to track.
- Step 4
Click Save As and name the search TrackBirthdays. Do not put a space in the name. The search must be saved under your own user account.
Tip
If you have Involvements for your staff, add the Condition Is Member Of and select the staff Involvement(s). As staff come and go, your birthday list stays current with the people in the search results.
You can also select the members, or only the leaders, of the Program and Division that are part of your ministry.
Caution: TrackBirthdays Tag and TrackBirthdays Search vs the Default¶
If you decide to populate your own TrackBirthdays Tag or create your own TrackBirthdays Search, your Main Fellowship Involvement is not automatically included. If you want them in your Birthday list, you need to add them to the TrackBirthdays Tag or make sure they are included in the TrackBirthdays Search results.
TouchPoint checks the sources in this order:
A saved search named TrackBirthdays that you own. If it exists, it is used even if your TrackBirthdays Tag has people in it.
Your TrackBirthdays Tag, if it has people in it.
Your Main Fellowship Involvement (the default).
To use the TrackBirthdays Tag or the default, delete or rename your TrackBirthdays saved search. To use the default, also empty the TrackBirthdays Tag.
See also
Latest Update |
10/22/2026 |
Corrected the order in which TouchPoint uses the TrackBirthdays saved search, TrackBirthdays Tag, and Main Fellowship default, and clarified the 100-person limit and 15-day window, and replaced the Birthdays screenshot.