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Corsac

Welcome.

Please feel free to write any setup questions you have here, or join the Disciple.Tools discord server. Then ask any questions on the #setup-and-questions channel.

Hillbilly

Hi friends, The objective of the contact update notifications is that the project/team is reminding the assigned user (record owner/responsible user) to keep progressing with the contacts assigned for them to steward.

Therefore, the update trigger timing is based off the contact status. The update needed is reset by comments from the assigned/responsible user or status change. It can be overridden with a trigger a the top of the contact record. Other users (digital responders and dispatchers) frequently add details to the conversation without actually being a substantial progress update and therefore do not automatically reset the update needed trigger.

All of these settings can be tweaked or completely turned off in the Admin > Settings (D.T) > General Settings tab > Update Needed Triggers section. There is a tick box to enable/disable the update needed notifications and the timing and text of the individual notifications are set within that section.

Corsac

Hey @jtcurtis,

Is John a dispatcher or digital responder?
Comments from dispatchers, digital responders or admins are not counted as they are often the ones asking for an update too.

Corsac

Hey @jtcurtis

Say we have an option "make emails generic". An admin could toggle it on.
We would end up with notifications something like these:

you have been assigned a contact
you were @mentioned on a contact
update needed on a contact
new comment added to a contact
a contact has been updated

The option could just turn some of those off by default for all users, like "a contact has been updated".

Cool idea with the merged option. I'm thinking it will be more complicated that we need at this point.

There is also the option to receive notifications via whatsapp.

Corsac

What's New

Reworked Metrics Menu
Support for PWA: installing Disciple.Tools to your mobile Home Screen by @cairocoder01

Dev updates

Don't create activity for report updates by @corsacca
Fix CI sometimes failing by @kodinkat

Translation

String updates by @mikeallbutt
Translations updates in Spanish and French

Reworked Metrics Menu

Over the last year we have focused on upgrading the metrics page, especially with maps and Genmappers.

In v1.50 we released a dynamic genmapper
In v1.52 we build the new dynamic Maps
In v1.65 we released simple charts
In v1.65 we adapted the new genmapper to the personal metrics
In v1.67 we adapted the maps to the personal metrics

These new metrics are created to work with any record type, be it Contacts, Groups or your own custom record types.
Now instead of needing a separate page for Contacts Genmapper, and Groups Genmapper, they are accessed from one place.
We simplified the metrics menu by removing the duplicate and unused pages. Our metrics menu now looks like:

Community

Love these new features? Please join us with a financial gift.

Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.67.0...1.68.0

Corsac

Thanks @jtcurtis,

For the first one: We plan on refactoring the metrics and this page will be removed. We're focussing on metrics that work for any record type.

For the second one, it looks like the data is not showing in the chart until at least one contact has that seeker path.
If you set a contact to "Test option 1" it will then show up.
I think in this case we would want all the option to appear. Noted.

Corsac

Great request @jtcurtis,

Would this need to be changed to: "You have been assigned a contact" ?

Would this say: "Changes were made on a record" ?

If all the emails said "Changes were made on a record", I could see the user quickly ignoring all the notification emails.

What are your thoughts there?

Corsac

Hey @User27,

That doesn't sound good. Can you tell me which magic link you are using, how you are accessing it and if your user is signed in?

Corsac

New Features

Metrics - Personal Layers Map by @kodinkat
Lists - Split By: Option To Clear Filters by @kodinkat
Workflows - Help Text for Comments by @brady-lamansky-gtt
Quick Actions - Change "no answer" quick action to "contact attempted" by @corsacca
Site Links - Option for all Permissions by @corsacca

Fixes

Email - Only set D.T base email name and email address if none other is set by @corsacca

Dev

Add a hook when deleting a post by @squigglybob
Add before post deleted hook by @squigglybob
CI - Update WP-Coding Standards to v3 by @kodinkat
Translations update from Weblate by @discipletoolsbot

Details

Metrics - Personal Layers Map

Introducing the all-new Personal Layers Map, a powerful tool that helps you see your contacts and groups at a glance. This map, available to all users, displays the records your created and those shared with you, providing a clear picture of your disciple-making relationships.

Community

Love these new features? Please join us with a financial gift.

Follow progress and share ideas in the Disciple.Tools community: https://community.disciple.tools

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.66.0...1.67.0

Corsac

Hi @CoHo-redemptionpoint,

My guess is that yes it will work.

DT also has a way to do it natively with some setup. See
https://disciple.tools/user-docs/features/sso-login/

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