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  • RE: Any way to not ask for a time block? Instead use specific time?

    Hey @jerry3687,

    Great question. The prayer campaigns were designed to cover a period of time in 24/7 continuous prayer.
    We're working on making it easier for people to sign up. Letting people pray flexibly whenever it works for them.

    As it is now, there isn't a way to restrict everyone to sign up at the same time. I think the best solution would be to add that in the text right above the signup tool.

  • RE: Unable to archive a contact that was also a user

    Hey @MichaelBurns!

    Magic Incantation: Transforming a Contact’s Essence

    Summon the Contact: Navigate to the sacred record of the contact you wish to transform.
    Invoke the Admin Actions: At the pinnacle of the page, find the mystical Admin Actions dropdown and unveil its secrets.
    Select the Transformation Spell: Choose Change Record Type from the list of arcane options. A portal (modal dialog) will manifest.
    Choose the New Essence: Within the portal, a dropdown of available contact types will appear. Each type whispers its purpose.
    Cast the Selection: Select the new essence (contact type) you desire for the contact.
    Seal the Transformation: Click the Confirm incantation to finalize the change.
    Witness the Rebirth: The page shall reload, revealing the contact in its new form.

    (in short, change the contact type to Standard Contact)

    41a6454b-6099-4680-a683-c500ce95108e-image.png

  • RE: Bug in Deleting Custom Location or Address?

    Thanks! @jtcurtis,
    We've confirmed the issue and have a fix in the making.

  • RE: Reset Infor on Contact o Group

    Hey @lbherrera,

    There is no built in way to do this.

    If you want to delete all the history and comments you could export all the contacts to CSV. Next delete all the contacts. Then you can import all the contacts. The contact will be recreated without all the activity log and comments. It will also loose connections to other contacts and groups.

  • RE: Destop Feature

    @lbherrera to clarify.

    On the dashboard does each user just see their own contacts?
    Or are you wanting to see each user and all the contacts for each user?

    Usually the user sees their contacts by going to the /contacts page. If they are a multiplies they will only see the contacts that are assigned to them.
    The dashboard is for short list and higher level summaries.

    I'm sorry i'm still slow to understand. Would you be able to draw or list out an example of what you would like to see on this dashboard?

  • RE: Destop Feature

    Hey @lbherrera,

    If you click the top right gear and then Users. You'll see a table with all the users.
    By ordering the last 3 columns you can get an idea where users are at. Is this the information you'd like on the /dashboard page? What do you find is missing?

    f2dbcce0-2c19-4a69-be56-eacd4a6a6949-image.png

    It is possible not to show the users under the same list of contacts?

    Here is an issue to track this question. It has been requested before, tho we don't have a great solution yet to fix it.
    https://github.com/DiscipleTools/disciple-tools-theme/issues/2767

  • RE: Destop Feature

    Hey @lbherrera! Welcome.

    The contacts list will show all the contacts and the users they are assigned to.

    I would love to hear more about what you are thinking.
    What questions are you wondering when you are wanting this view?

    Example: I want to know which user is assigned the most contacts.

  • RE: I Need a Mentor

    Hey @Nestor-Matos. Awesome, You've made good progress.

    Disciple.Tools is designed primarily as a private tool for managing contacts and discipleship processes, not as a public-facing website.
    However, you can use the Porch Plugin to create a basic front page. Note: it doesn't perfectly hide the sight is running Disciple.Tools.
    You'll want to make sure your users know how to get to the login page.

    There is a mobile app that added offline functionality. It has not been updated in a few years and at this point I'd recommend against using it. Disciple.Tools can be used in the browser pretty well.

  • RE: I Need a Mentor

    Hey, @Nestor-Matos. Happy to answer any specific questions.

    There is no right way to use Disciple.Tools. It will depend on what you are wanting to track and how you want to collaborate with your team.
    Usually a team will write out their goals and then ask, how can we Disciple.Tools help us track and achieve these goals.

    If you haven't already, have a look at the user and setup docs: https://disciple.tools/docs/
    And also see the chatbot on the home page.