People¶

Under this header are the following options:

Find People

• Quick Search

• Basic Search

Manage People

• Contacts

• Tags

• Tasks

• Add Person

See note below regarding adding people.

Search Builder Query

• New Search

• Last Search

• Saved Searches

• All Records - which will be everyone in the database (that you have access to view)

Other

• Church Picture Directory - if your church is using this

Recently Viewed

• Five most recent people records you have viewed.

My Record

• Quick link to your own people record.

Organizations¶

This menu item has the following options:

Manage Organizations

• Search

• Add New Organization

• Coupons

• Org Members (to access the Manage Org Members page)

• Promotion (to access the Manage Promotion page)

Recently Viewed

• Six most recent organizations you have viewed

Reports¶

This drop-down has several sections and may appear differently on your church’s database. The following will be included for every church, but other’s may have added columns and may have special report:

Statistics

• Vital Stats - a report that will be in every database. However, it can be edited as it is based mostly on saved searches. It contains attendance and contribution data, as well as membership information, and more.

Attendance Summary

• Week at a Glance

• Average Week at a Glance

Decisions

• Weekly Decisions

• Decision Summary

New Guests

Links to Search Builder for the following: - 1st Time Attenders - 2nd Time Attenders - 3rd Time Attenders

Extra Value Summary.

• People

• Family

• Organizations

Each of these are links to reports that also contain links to Search Builder to find the individuals or organizations containing those Extra Values.

Other Reports

If your System Admin has created special SQL reports and chosen to add them to the Menu, this is where they will display. Note: some reports are designed to display on the toolbar instead of in this section. Where the report will display (either here or the blue Toolbar), if you choose to put it on the menu, is set in the SQL code itself.

Administration¶

This header contains items that are needed by the System Administrator, those with Finance, Manage Emails, Manage Transactions, and Content Edit roles.

Contributions

• Bundles

• Search

• Statements (Create All)

• Deposits Totals

• Totals by Fund report

Manage

• Batch Upload Contributions

• Fund Management

• Managed Giving

Reports

• Donor Total Summary Export

• Pledge Report

Range Reports

• Donor Totals by Range

• Totals By Age Range

• Totals by Fund Range

• Pledge Totals by Fund Range

Organizations

• Divisions

• Programs

• Promotion (manage)

Communication

• Emails

• SMS Messages

• Transactions

• User Email Delegation

Misc

• Activity Log

• Check-In Activity (for Building Check-In)

• Check-In Labels

• Users

Batch Actions

• Find Duplicates

• Tag People Ids

• Update Fields from a Tag/Query

• Update Organizations

• Update Status Flags

• Upload Addresses

• Validate Address for a Tag/Query

• Other Developer Actions (available only a TouchPoint Developer)

Setup

• Lookup Codes

• Promotion (setup)

• Settings

• Special Content

• Twilio

• Zip codes

Reports

• Duplicates Find Result

• Registration History

• Registration Summary

Search¶

On the right side of the Main Menu is Search, which works like Google search to help you find people or organizations. This also contains links to various options in Search Builder and will display your most recent saved searches.

Active Tag¶

Next to Search is your Active Tag, with the option to empty the active tag, or to select another Tag to become your active one. Just scroll down to see all your Tags.

Profile¶

Your profile picture will display in the far right of the Main Menu bar along with your name. Click the drop down to go to your people record, change your password, log out, or to change any of the toggles that are presented there.

Help¶

Click this link to access the Need help using this software? page. There are two tabs: - Search the Documentation - Contact Support

There is also a link directly to the Documentation Website, where you will find the Contents, Index, Recently Updated list, as well as a search feature.

More Help¶

Below are some other links that will be helpful for a user that is new to TouchPoint:

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