HTML Content¶

This contains emails and other public-facing pages that you can edit. This is also where you can create Shells for online registrations.

Edit an existing file:

Click the Name of the file, make your changes and then click the Save Content button which is below the text editor.

ConfirmSubscriptions

You can edit this to say what you want. You might want to include a RegisterLink so a registrant can return to manage his subscriptions at any time. This is the used with the Manage Subscriptions online registration type.

See also

Manage Subscription Registration

Create a new file:

Click + New HTML File to add a new file, if your database does not have one that is listed below. Be sure to enter the Name exactly as it appears below.

Create a new Shell

If you are adding a new Shell, the Name should contain no spaces (although the title can contain spaces). For online registrations, select the Name of the Shell on the Registration > Registration tab in the Advanced Setup section.

Header

This is what displays as the header for your church’s TouchPoint database - that is, the name of your church and a byline.

ResetPasswordOnScreenMessage

This file contains the default message the user will see after he enters his username or email address when he clicks the Forgot Password? link. You can edit that message if you want to add the phone number for the church or more information. The very first time anyone clicks the link to request a new password for your database, this file will get created. So, it will probably be in every database except brand new ones. If you do not see this file in your database, log out and click the Forgot Password? link yourself and then check the HTML Content file.

StatementHeader

This is the header on the Contribution Statement. Each church will need to customize this for their church.

See also

Contribution Statement Header and Notice

StatementNotice

This is a section on the Contribution Statement where you can put a ‘no goods or services…’ message.

See also

Contribution Statement Header and Notice

VolunteerRequest

This is the email a leader will send when requesting a additional volunteers.

VolunteerSubConfirm

This email is sent to a volunteer that agrees to substitute for another volunteer.

VolunteerSubRequest

This is the email a volunteer will send to request a substitute.

Text Content¶

This is where special scripts are stored.

CustomReports

Each database has a set of 3 custom reports that users can access from the toolbar under the cloud icon. They are Email, Student and Parents, and AllColumns. The scripts for these are in this section of Special Content.

To create any new custom reports, you will use the New Custom Report option on the blue Toolbar. This is under the code icon. When you save the report it will automatically get added to this file.

See also

Custom Reports

CustomReportsMenu

This file will list all of the custom reports including SQL and Python reports. The most recent report created will appear at the bottom of the list. You will probably want to edit this in order to keep the reports in some sort of order.

MemberProfileAutomation

This is an IronPython script for the automation of the membership process. This also includes the automated process for changing Marital Status, dropping all Enrollments, etc. when you mark a person as deceased.

There is a Setting UseMemberProfileAutomation that each church can set to either true or false, depending on whether the want to use this or not.

See also

Administrative Settings

Church Membership Process

Note

If your church wants to continue using the Deceased process, but not the other membership automation processes, see the article below.

See also

Member Profile Automation for Deceased Only

StandardExtraValues2

This is a script that defines which Standard Extra Values you want to appear on every person’s record.

See also

Standard Extra Values (a technical explanation)

Extra Values - People

Sql Scripts¶

These are special scripts that are either already in your database or that you can easily add to your database by copying and pasting the SQL recipes that we have in the documentation. These are used to add special reports. Some run from the Blue Toolbar People, Blue Toolbar Involvement Search, or the Main Menu. Someone with the Admin role can choose to add the scripts to the main menu or toolbar.

Python Scripts¶

These are special Python scripts are used to run various processes. Like the SQL scripts, you can add these to your database by following the recipes in our documentation.

VitalStats

This is the script for the Vital Stats report which is found under the Reports menu in the Header.

See also

Vital Stats

Updated adding SQLs to menus