Convert to Search from a Meeting

TouchPoint has several Convert to Search options on a Meeting page. These are all found on the blue Toolbar under the gear icon These give you a quick and easy way to communicate with one of several groups of people.

Clicking any of the links will take you to Search Builder with the search built on the fly for you.

Once you run the search, you can use the Toolbar to send an email, generate a report, and more.

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Convert to Search on Meeting

Attendees
Those who are marked present, both members and guests
Guests
Those marked present who are not members of the organization
Absentees
Members of the organization who are not marked present
Registered Attending
Members flagged as Attending for a future meeting
Registered Regrets
Members flagged as Regrets for a future meeting
Not Registered
Members not flagged as either Attending or Regrets for a future meeting
Registered Attendances
Members marked present, who had previously been flagged as Attending
Registered Absentees
Members not marked present, and had previously been flagged as Attending
UnRegistered Attendances
Members marked present, who had previously not been flagged as Attending
UnRegistered Absentees
Members who did not register, not did they attend

Tip

Use RSVPLinks and RegretsLinks to register a member’s intent to attend a meeting or their regrets. You can also set those commitments manually on the future meeting, by selecting Enable Editing and Register, then clicking on the person’s commitment and selecting the one you want.

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