Multi-Add for Completed Touchpoints

At times, you may want the ability to record a group of completed touchpoints all at once, such as noting that you sent out a mass email or mailing to a group of your members. The "Multi-Add' function for completed touchpoints allows you to complete this task quickly and easily.

Note: We strongly recommend making a backup of your database before you use this feature, as it cannot be easily reversed without restoring a backup. For instructions on making a backup, see our article on creating a backup.

1. In the Membership module, click on the "Ministry" tab, and then click on "Touchpoints completed" to access the Completed Touchpoints grid.
2. Click the "Multi-add" button at the bottom of the grid.
3. In the window that appears, first set the date for this touchpoint in the "Date" field.
4. In the "Category" field, select what kind of touchpoint this will be. You can edit the options in this droplist if needed.
5. The "Method" field will let you select how this touchpoint is being carried out, and the "Made by" field will let you say who is making this touch point. The "Made by" field can be edited like the "Category" field.
6. The "Summary" and "Location" fields can provide additional context and information about this touchpoint.
7. In the "for these people" section, you can pick which people should be included for this touch point. The "Filter' box below the "Unselected" section will let you pick what group of people you want to be able to pick from. 
8. Click on the name of a person you want to add a completed touchpoint for in the "Unselected" box, and then click the "Add" button to add them to the "Selected" section. If you hold down the CTRL key on your keyboard as you click on a person, you can select multiple people at once. If you need to remove anyone from the "Selected" section, click on their name and then click the "Remove" button. The "Add all" button will take everyone in the "Unselected" section and move them to the "Selected" section and the "Remove all" button will take everyone in the "Selected" section and move them to the "Unselected" section.
9. Click "Continue" and confirm the details of the touchpoint you are adding in the window that appears by clicking "Yes"