People¶

This menu contains the following options:

• Search - opens People Search.

• Search Builder - New, Last, Saved, and All Records (everyone in the database that you have access to view). Only Saved displays if your church restricts Search Builder.

• Recently Viewed - the people records you have viewed most recently.

• Tasks & Notes - requires the Access role and displays unless your church has turned off Tasks and Notes.

• Processes - displays when your church uses Process Builder, for users with the Admin or ManageProcesses role.

• Reports - people reports set up for your church.

• Add Person - see the note below.

• Connect Card - displays when your church has enabled Connect Cards.

Involvements¶

This menu contains the following options:

• Search - opens Involvement Search.

• Recently Viewed - the Involvements you have viewed most recently.

• Reports - Involvement reports set up for your church.

• Discount Codes - requires the Coupon role.

• Add Involvement - displays for users who are allowed to add Involvements.

Finance¶

This menu displays for users with the Admin, Finance, FinanceAdmin, FinanceDataEntry, FinanceViewOnly, FinanceViewOnlyDetail, ManageTransactions, or ViewTransactions role. It contains options for searching contributions, transactions, batches, and pledges; creating statements; uploading contributions; finance reports; and finance setup such as funds and online giving.

Calendars¶

This menu displays when your church has enabled Rooms & Reservations, for users with the Admin, CalendarManagement, or Developer role and other users your church allows to view calendars or approve reservations.

Admin¶

This menu displays for users with the Admin role and for users with roles such as Edit, Finance, ManageEmails, ManageOrgMembers, ManageSMS, Checkin, SpecialContentBasic, or SpecialContentFull. Each user sees only the options allowed by his or her roles. The menu is organized into these groups:

• Involvements - Programs, Divisions, Manage Members, promotion, and Check-In options.

• Communication - Email Log, Email Templates, Email Delegation, SMS Log, SMS Setup, Transactions, and the Mobile App.

• Tools - activity logs, Users, duplicate Finder and Results, batch Update options, and other batch actions.

• Reports - administrative reports.

• Advanced - Lookup Codes, Settings, Special Content, Zip Codes, and other setup options.

Search¶

On the right side of the main menu is the Search icon. Click it to open Quick Search.

Active Tag¶

Next to Search is the Tag icon. Click it to see your Active Tag, empty the Active Tag, or select another Tag to become your Active Tag. Scroll down to see all your Tags.

Profile¶

Your profile picture displays at the far right of the main menu bar. Click it to go to your people record, set up two-factor authentication, change your password, manage Personal Access Tokens, change any of the toggles, or log out.

Help¶

Click the ? icon to open the Need help using this software? page. It has the following tabs:

• Search Documentation

• Training

• Submit New Feature Request (requires the Support role)

• Contact Support

The Search Documentation tab also links to the Documentation Website, where you will find the Contents, Index, Recent Updates list, and a search feature.

More Help¶

The following articles are helpful for users who are new to TouchPoint:

Updated the main menu headers to the current People, Involvements, Finance, Calendars, and Admin menus with their role requirements, and updated the Search, Tag, profile, and Help descriptions.