.. done Home Page ========= When you log on to TouchPoint, the first place you will be is the Home Page. The exception are My Data users. They can view only their own people records, and do not see the Home Page. Lay Leaders with OrgLeadersOnly do have access to the Home Page. The Home Page contains quick links to both people, organizations, reports, and more. Sections / Boxes ---------------- The Home Page is divided into several section or boxes. All but the TouchPoint News and Church News sections will contain links which are specific to the user that is logged on. Birthdays This section displays a list of people who have upcoming birthdays. The default uses people who are in your Main Fellowship class. However, you can create your own TrackBirthdays Tag or a TrackBirthdays Search. .. seealso:: :doc:`HomePageBirthdays` My Involvement The Involvement section will contain links to every organization in which you are currently enrolled. .. seealso:: :doc:`../Organizations/Organization` My Searches These links are to the Search Builder searches that you have created and saved, or searches that the Admin has saved with you as the owner. It is a very quick way to access searches that you use frequently. .. seealso:: :doc:`../SearchBuilder/QueryBuilder_Main` TouchPoint News This section contains the same content for every user at every TouchPoint church. You should subscribe to the TouchPoint News blog, so you receive an email when something new is posted. This is where we notify you about all new features, remind you of existing ones, give users tips, and more. Posts will have a **New** flag for a couple of weeks after they are posted. .. seealso:: :doc:`../Administration/BVCMSNews` Church News This section is controlled by each church for their church's TouchPoint database. Every user at that church see the same content. .. seealso:: :doc:`../Administration/ChurchNews` My Tags These are links to all Tags that you created and any Tags that have been shared with you. The shared Tags, will have the owner's name in front of the Tag name and those will be below yours in the list. .. seealso:: :doc:`../People/Tags_Index` My Tasks Any incomplete Tasks that you have been assigned or you have created and have not not assigned to anyone else will display in this section. Some will be ministry Tasks, while others may be New People Data Entry Tasks, if you create new records. .. seealso:: | :doc:`../People/NewPersonDataEntryTasks` | :doc:`../ContactsAndTasks/Tasks` Main Menu Headers ----------------- Across the top of the Home Page (and most other pages) are headers for the main menu. These are drop downs menus with other options. People ~~~~~~ Under this header are the following options: Find People - Quick Search - Basic Search Manage People - Contacts - Tags - Tasks - Add Person See :ref:`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. .. figure:: https://i.tpsdb.com/2017-01-03_14-41-03.png :target: # .. _AddPerson: .. note:: Some churches have the **Add Person** feature turned off from the Main Menu and require that new records must be added in context. .. seealso:: | :doc:`../People/index` | :doc:`../ContactsAndTasks/index` | :doc:`../People/Tags_Index` 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 .. figure:: https://i.tpsdb.com/2017-01-03_14-59-19.png :target: # .. seealso:: | :doc:`../Organizations/Organization` | :doc:`../Organizations/AddOrganization_Index` | :doc:`../OnlineRegistration/Coupon_Index` | :doc:`../Organizations/OrgMembers_Index` | :doc:`../Organizations/Promotion/OrgMembersPromotion` 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. .. figure:: https://i.tpsdb.com/2017-01-03_16-34-58.png :target: # .. seealso:: | :doc:`../SummaryReports/Reports_VitalStats` | :doc:`../SummaryReports/WeekAtAGlanceReport` | :doc:`../SummaryReports/Report_DecisionSummary` | :doc:`../Organizations/AttenderReports` | :doc:`../ExtraValues/index` Administration ~~~~~~~~~~~~~~ This header contains items that are needed by the System Administrator, those with Finance, Manage Emails, Manage Transactions, and Content Edit roles. .. admonition:: Exception Users with Edit can Access `Promotion` under Organizations. 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 .. figure:: https://i.tpsdb.com/2017-01-03_17-19-43.png :target: # .. seealso:: | :doc:`../Administration/index` | :doc:`../Finance/index` Other Options ------------- 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. .. seealso:: :doc:`../People/QuickSearch` 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. .. seealso:: :doc:`../People/Tags_Index` 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. .. seealso:: :doc:`Welcome` 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. .. seealso:: :doc:`WikiDocumentation` More Help ~~~~~~~~~ Below are some other links that will be helpful for a user that is new to TouchPoint: .. seealso:: - :doc:`../GettingStarted/FirstSteps` - :doc:`../GettingStarted/NextSteps` - :doc:`../GettingStarted/Browser` | | +--------------------+------------------+ | **Latest Update** | **11/13/2020** | +--------------------+------------------+ Modify image link with secure protocol.