Multi-add Touchpoints

At times, you may want to add in a touchpoint for multiple people at your church at once, such as recording that an email was sent out to all of your members. The multi-add option for touchpoints makes this quick and easy to do.

Note: Because this cannot easily be undone, we recommend making a backup of your database before you start using the Multi-add Touchpoints utility. Instructions for making a backup of your database can be found here.

1. In the Membership module of Shepherd's Staff, click on the "Ministry" tab, and then select "Touchpoints Completed"
2. Click the "Multi-add" button at the bottom of the grid.
3. The "Add a touchpoint to multiple people" window will appear. Set the date for the touchpoint in the "Date" box, and you can select what kind of touchpoint this is in the "Category" box.
4. The "Method" box will let you select how this touchpoint is being made and the "Made by" box will let you select who is doing this touchpoint for the people you are working with
5. The "Summary" and "Location" fields will allow you to enter in a summary of what this touchpoint is all about and where this touchpoint took place respectively.
6. The Unselected column will show you all the people you have in the group selected in the "Filter" box. Clicking the filter box will let you select what group of people you want to work with.
7. To choose who you want to apply this touchpoint to, click on a person you want to select in the "Unselected" box, and then click the "Add" button. This will move this person to the "Selected" box.. To pick multiple people at once to move to the selected box, hold down the CTRL key on your keyboard as you click on the people in the "Unselected" box.
8. If you need to remove anyone from the "Selected" box, click on their name in the "Selected" box and click "Remove". You can pick multiple people to remove at once by holding down the CTRL key on your keyboard as you click on them.
9. Pressing the "Add All" button will move everyone from the "Unselected" box to the "Selected" box and clicking "Remove all" will do the opposite.
10. Click the "Continue" button. A prompt will appear asking you to confirm the details of this touchpoint. Click "Yes" to finish creating the touchpoints for the people you selected.