Free Mobile App¶
TouchPoint offers a free app for your iPhone or Android device. The app is available for all TouchPoint clients, with several ministry-related options included.
The following features are available for staff and lay leaders:
The following features are available to everyone:
Download the App¶
Sign in to the App¶
After you download the App, set your Server name. This is the unique part of your church’s TouchPoint URL. For example, if your URL is bellevue.tpsdb.com, just enter
bellevue. Then tap Accept.
Click Sign in with email or Sign in with phone number. You will be asked to enter either your email address or your cell phone number. If what you enter is found on your TouchPoint record, a six-digit code will be sent to you. Enter the six-digit code to sign in to the app. Then, select your user account from the list.
If TouchPoint is unable to find your record, you will see a Record Not Found menu with the following options:
- Try another email
- Sign in with phone
- Create account
- Return home
You will be asked to create a 4-digit PIN. Just enter a 4-digit number, then re-enter it to confirm. Next, scan your fingerprint or your face (depending on your device) to enable the biometric login. After that, when you access the App, you will be able to login with just your fingerprint or Face ID.
This tool allows you to search for people in your TouchPoint database, using any of the following search criteria:
Once you enter your search criteria, click the Search button to perform the search. You will see a list of people records that match your search criteria. Click on any result to the following details about that person:
You can click on any of those pieces of information to perform the appropriate action. For example, clicking the address will launch Google or Apple Maps, depending your device. Clicking on a phone number will open up the dialer.
To take a photo, simply click on the profile photo when viewing a person’s details. You will see the current photo (if one exists) and a button at the bottom for New Picture. Taking photos with your mobile device is probably the best way to add a picture to a person’s record. You can move around to get the proper lighting, and you can get up close to get a good head and shoulders shot. These are uploaded immediately to the server when you save them.
Always use portrait mode when taking an individual photo using an iPhone. In landscape, the pictures sometimes end up upside down unless you have the camera facing away from you and the home button on your right. But for an individual photo, portrait is the preferred mode.
Original Use Case for the App
The app was originally designed to help ministers who are making visits to their members, so they could easily get driving directions to the person’s home or to make a phone call. But also, be prepared for a home visit or a visit to the hospital, where they might encounter family members or extended family members. Using the app, they are able to find out the names of the family members and drill down to any extended or related family members if they exist. If you have pictures in your database, they can even refresh their memory by viewing the person’s picture.
The user must meet these qualifications in order to take attendance using the App:
- be enrolled in the Involvement (or its parent Involvement)
- be a leader in the Involvement (have a Member Type that is a Leader Type)
- have a TouchPoint user account of at least an OrgLeaderOnly
- have the Attendance role
In the above-mentioned article, notice the section regarding a setting to allow OrgLeadersOnly users to find guests in the database.
Use Case for the Attendance portion of the App
Attendance on the iPhone / Android was designed to make it easy for group leaders to take attendance for their small groups that meet in homes or other locations than the church itself. It works best for small groups (30 or fewer), but can be used for any size. Using this App, you can not only take attendance, but also add someone as a guest, creating a new record, if necessary. For guests who want to join the group, you can do that as well.
Tasks and Contacts¶
Staff members and lay leaders will see an option for Tasks when they log into their church’s TouchPoint app.
Of course, the app on an iPhone looks just a bit different than it does on an Android; and each Android device may look a little different from other Androids. However, the functionality is the same.
This is mentioned below as well. Be sure to note that you can drill down wherever you see an icon next to an item. Or, you can make a call, get directions, send an email - all right there in the Tasks component of the app.
Below is a list of the Task options and the functions you can perform on the app. These sections will appear at the bottom of the screen on iPhones and at the top on Androids.
Ministry-related Tasks are the only type that appear in the app. So, New Person Data Entry Tasks will not display in the My Tasks section.
These are new Tasks delegated to you, which have not yet been accepted or declined. If you allow notifications, you will get a notification on your device as soon as a Task is delegated to you. From the notification, you can go directly to the Task and click Accept/Decline.
If you decline, you have a field to list a Reason. If you accept the Task, the Task moves to the My Tasks list. When you accept or decline, the owner receives a notification in the app as well.
- My Tasks:
This is a list of your Active Tasks. Those are Tasks you have accepted, but have not yet completed. This is also where you will see any Tasks that you own, but that have not yet been delegated.
Before completing the Task, you can view the Task Details or the Person Details. You have options to go further - send an email, make a call or view more information about the person and their family. Look for the icons. These indicate you can do / view more relating to that item.
After you have actually made the contact requested in the Task, then you can select the Task from the list, click Complete and answer Yes to the prompt. This will take you to the Contact form, which is actually in the mobile version of the web application. You will already be logged on, so this is a seamless transition.
Once you complete and Update the Contact, you can use the link in the top left of the screen to go Back to the app. Or, you can select + Add Followup Task and create and delete a Task before returning to the app.
Your edits will not be saved on the Contact form until you select a Ministry, a Reason, and a Type. You will see prompts to that effect.
- These are Tasks that you own (you either created them, or someone else created them and transferred ownership to you) and that you have delegated to someone else. You can view the Task Details or the Person Details as described above under My Tasks. You may also need to call or email the delegate if they have not completed the Task in a timely manner. You can do that right from the app.
- This list will display the 20 most recently completed Tasks that either you have completed or Tasks that you own that the delegate has completed. Click the Status and view the Contact that was created when the Task was completed. Use the Back to App link to return. At that point, you could also create a Followup Task about that person.
All Tasks must be created in the normal application. In a later version of the app, we will give you the ability to create a Task while in the app. However, you can Create a Followup Task after completing a Task with a Contact, as you are still in the normal application at that point.
Also, email notifications will still be sent as usual, in addition to any app notifications.
This video demonstrates the Task feature on the app. Click the square brackets in the bottom right corner to view it full screen.
Update for new free mobile app