Managing your church database system effectively is key to maintaining meaningful connections with your congregation. In this video, we walk you through how to disable the automatic creation of tasks when new people are added to your TouchPoint database. While this feature can be useful, we understand that it might not align with every church’s processes. That’s why we show you how to turn it off and introduce alternative strategies for tracking and managing new records in your church database software.
Discover how to:
- Disable “New People Task” in the TouchPoint church database system.
- Use the People Search page for efficient filtering and management.
- Create saved searches to customize your approach to new records.
- Integrate new records into a streamlined process for personalized outreach.
Whether you’re welcoming new members with a visit, phone call, an invitation to a small group or orientation class, this tutorial equips you with the tools to adapt TouchPoint to your church’s needs. Watch the video now and simplify your workflows today!
For more tips and tricks utilizing TouchPoint’s Church Management Software, visit our YouTube Playlist.
Connect With Our Consulting Team
Would you like to learn more about database cleanliness? Email our consulting team at [email protected] to schedule a session and learn more about managing members and tidying up your database. Together, we can help your ministry thrive!
Considering TouchPoint For Your Church?
Not yet a TouchPoint partner? Schedule a demo today by filling out this form to connect to one of our team members. This is one of many ways TouchPoint’s powerful church management software can uniquely support your ministry’s needs.
