Are automatic task notifications in your church database system piling up? In this video, we’ll show you how to disable the "New People Task" feature in TouchPoint, a powerful church database software. Learn practical strategies for managing new records effectively, even without automatic tasks.
📌 What You'll Learn:
How to disable the "New People Task" feature in TouchPoint.
Ways to filter and manage new records using the People Search page.
How to create custom saved searches for better record tracking.
Tips for integrating new records into personalized church processes.
TouchPoint’s flexibility allows you to customize workflows so your church can focus on building meaningful connections with new members. Whether it’s a personal welcome, orientation class invitation, or small group information, TouchPoint helps you make a lasting impression.
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0:00 - Introduction: Managing New Records in TouchPoint
0:30 - Disabling "New People Task" in Admin Settings
1:00 - Using the People Search Page for New Records
2:05 - Creating Saved Searches for Advanced Management
3:15 - Entry Points and Assigning Responsibility
3:30 - Integrating New Records into Church Processes
4:05 - Conclusion: Optimizing Your Church Database System