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:
Information
Giving
Download the App¶
Go to the Apple App Store or Google Play Store to download the free app.
Note
TouchPoint also offers a Custom Mobile App that offers many additional features for your staff and congregation. Contact TouchPoint Sales (TPSalesSupport@TouchPointSoftware.com) to find out about the added capabilities of the Custom Mobile 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.
Note
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.
People Search¶
This tool allows you to search for people in your TouchPoint database, using any of the following search criteria:
Name
Phone/Email
Address
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:
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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.
Photos
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.
Tip
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.
Attendance¶
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
See also
Important
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 Notes¶
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.
Important
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 app.
Below is a list of the Task options and the functions you can perform on the app. These sections will appear at the top of the screen.
Note
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.
- All
This is a list of all Pending and Accepted Tasks. These are either owned by you or assigned to you. From this list, you may view the photo of the person the Task is about. You will see a brief Task Description, the About Person’s name, and the Due Date for the Task. You may tap on the individual Task to expand the Task Details and view the associated Keywords. From there, you may also see the options to Decline or Accept the Task. If you select the Decline option, you will be prompted to enter a reason.
- Accepted
This is a list of all Accepted Tasks. Just like above, these are either owned by you or assigned to you. By tapping on the Task to expand the Task Details, you may easily Complete a Task. Learn more about Completing A Task below.
- Pending
This is a list of all Pending Tasks. These are either owned by you or assigned to you. By tapping on the Task to expand the Task Details, you may specify to Decline or Accept the Task.
Completing A Task¶
Expand the Task Details (by tapping on the individual Task from one of the lists).
Select Complete.
You will be prompted to enter Note Details.
When you’ve completed the form, touch Submit.
The Task will no longer appear in the Mobile App, as it is now a Completed Task.
Note
Also, email notifications will still be sent as usual, in addition to any app notifications.
See also
Creating A Task or Note¶
You may create Tasks and Notes from within the Mobile App as well.
Simply locate the People Record about whom you would like to create the Task or Note. (This can be done using the People Search.)
While viewing the Personal Details, tap on the + option at the top of the screen. This will present you with options to Add Task and Add Note.
a. After selecting Add Task, you will have the opportunity to enter Task Details and Keywords; you can also designate an Assignee and Due Date and Limit the Task to a specific Role.
b. After selecting Add Note, you may enter the Note Details, select relevant Keywords, and Limit the Note to a specific Role.
Latest Update |
09/29/2021 |
Updated for Tasks & Notes