Posts

• 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?

  posted in Feature Requests

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• 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?

  

  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

  posted in Feature Requests

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• 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.

  posted in Feature Requests

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• 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.

  posted in Feature Requests

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• 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.

  posted in Feature Requests

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• RE: Help with Setup?

  Thank you so much for the detailed response @EricReiss.

  I'm gonna see if any of the devs have a windows machine to see if we can replicate the issue. I'm thinking that might be the cause.

  posted in General Discussion

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• RE: Help with Setup?

  Hey @EricReiss,

  Thanks for messaging! Happy to answer any questions.

  Would you be able to clarify what you mean by the plugins are hanging and not installing?
  What plugin are you trying to install? Is it a Disciple.Tools plugin or a WordPress plugin?
  Are you installing it from the setup wizard, from the D.T extensions page, or from the WordPress plugins list?
  Does it produce a white screen or a never ending spinner? Any error messages you can see?

  Would you be able to post a screenshot of what happens when you try to install a plugin?

  posted in General Discussion

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• Disciple.Tools v1.72

  What's New in 1.72

  • Non‑Overwrite Import Option – safely add data without altering existing records
  • Connection & Tag Buttons – manage relationships instantly in web components
  • Global Search in Mobile Nav – find or add contacts fast on phones
  • Metrics Key Dropdown Expanded – choose any user property when building metrics
  • Smarter Create Record Defaults – shows the most useful fields by default
  • PHP 8.4 Compatibility – quieter logs and future‑proof codebase

  ---

  New Features

  Mobile Global Search in Mobile Nav

  • Global search and Add New Contact now live in the mobile navigation

  

  Connection & Tag Buttons

  Additions to the embeddable web components introduce Connect and Tag buttons so users can link or label contacts with a single click.

  

  

  Metrics Key Dropdown

  • All user property keys are now visible in the metric builder – no more hidden options

  Smarter Create Record Defaults

  The Create New Record form now surfaces the fields your team needs most, reducing clicks and setup time. Here's an example of adding the start date to the default Fields when creating a new group.

  

  

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  Improvements

  • Load‑More works reliably inside global search results
  • Metrics: All user custom fields options are now visible in metric chart – no more hidden options

  Dev Upgrades

  • Removed implicit nullable parameter warnings for PHP 8.4
  • API endpoint parameter that lets you update records without overwriting existing data

  Translation Updates

  • Latest community translations from Weblate

  Contributors

  • @kodinkat – navigation ninja
  • @kodinkat - API builder and unit test tamer
  • @cairocoder01 and @brady-lamansky-gtt – web‑components crafter

  Community

  Love these improvements? Support development with a financial gift.
  Share your ideas and connect with others in the Disciple.Tools community: https://community.disciple.tools

  Full Changelog: 1.71.0…1.72.0

  posted in Announcements

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• Disciple.Tools v1.71

  What’s New in 1.71.0

  • CSV Import 2.0 – All the features from the import plugin, plus better field mapping and validation
  • Smarter Duplicate Protection – Built-in checker warns you before adding a record that already exists
  • List-View Field Picker – Choose exactly which columns appear in any list view
  • New Record Hidden-Field Ordering – When showing hidden fields, the already visible fields stay in the same order to improve flow
  • Custom Icons Everywhere – Icons now render correctly for all custom communication-channel fields

  New Features

  CSV Import v2

  CSV import was previously only available through a Disciple.Tools plugin. It’s now built into the theme, with several new improvements:

  • Revamped UI & help – Cleaner layout, live progress bars, tooltips, and downloadable sample CSVs
  • Name-based linking – Map connections and assigned users by display name instead of database IDs (new connections are auto-created)
  • Inline setup – Create missing custom fields and dropdown options directly in the mapping screen
  • Smarter error checks – The preview now immediately highlights any fields that are misconfigured

  

  Field Selector for List Views

  We've improved the UI for selecting which fields appear in list view tables. You can now type to search for fields instead of scrolling through a long list.

  Smoother Contact Creation

  Better Field Layout – We've improved how fields are arranged on new contact forms to make them more logical and easier to use.

  Fixes

  • Smart Duplicate Detection – When creating new contacts, we reimplemented the system for spotting potential duplicates. You’ll now get an indication if someone might already exist in your system.
  • Multi-Select Language Field – Resolved a display glitch and ensured IDs are always stored as strings
  • Custom Communication Icons – Custom SVG or font-icon selections now appear correctly across all record types
  • New-Contact Screen – Fixed a JS race condition that occasionally blocked the Save button

  

  Translation Updates

  Fresh community translations from Weblate – thanks to everyone helping keep D.T. multilingual!

  The Contributors

  • @kodinkat – Field selection expert + communication icon specialist
  • @cairocoder01 – Contact creation master + duplicate prevention architect
  • @corsacca – Architect of load order zen and CSV serenity

  Community

  Love these improvements? Support development with a financial gift.
  Share your ideas and connect with others in the Disciple.Tools community: https://community.disciple.tools

  Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.70.0...1.71.0

  posted in Announcements

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• Disciple.Tools v1.70

  What's New

  • D.T Web Components: Enhanced web component framework for better extensibility
  • Record Images: Click to enlarge functionality for better image viewing
  • CSV Export: Resolved bug with exporting all fields
  • Custom Communications: Create custom communication channels on custom post types
  • Magic Links: Improved language detection from request headers
  • DT Storage: Enhanced user experience when plugin is not available

  New Features

  Disciple.Tools Web Components Framework

  The Disciple.Tools developer community has been working on web components for D.T ever since the 2023 D.T Summit. We are happy to announce the component library finally landing in the core theme.
  Text, textarea, date, tags, dropdowns, multi-selects and connection fields are now rendered by lightweight, reusable Web Components that keep the interface consistent and future-proof. Expect snappier forms and easier maintenance going forward – with more components already in the pipeline.

  Custom Communication Channels on All Record Types

  You can now create custom communication channels (like phone, email, social media, signal number). This extends the flexibility of Disciple.Tools to track various ways of connecting with people across different record types, not just contacts.

  Enhanced CSV Export

  Fixed a critical bug that was preventing some fields from being exported when using the "Export All Fields" option. Now all available fields will be properly included in your CSV exports for better data portability and analysis.

  Improvements

  Enhanced Magic Links

  • Language Detection: Magic links can now automatically detect and use the preferred language from request headers, providing a better multilingual experience
  • Better Documentation: Improved documentation for developers working with magic links

  DT Storage and Images Integration

  When the DT Storage plugin is installed, Images uploaded to contact records, groups, and other posts can now be clicked to view in an enlarged modal. This makes it much easier to view photos, without having to open images in separate tabs.

  When the plugin is not installed, the user interface now properly disables cursor pointer interactions instead of showing non-functional elements, providing clearer user feedback.

  Fixes

  • Customizations: Resolved issue where blank default options in key select fields couldn't be deleted

  • Template Security: Blocked users without proper 'access_disciple_tools' permission from accessing the D.T frontend.

  Translation Updates

  • Updated translations from Weblate community contributions

  Community

  Love these new features? Please join us with a financial gift to support continued development.

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

  Glorious Contributors

  Big ups to:

  • @micahmills – The image whisperer
  • @kodinkat – Export wizard + plugin therapist
  • @corsacca – Security enforcer + component tamer
  • @cairocoder01 – Master of the web component forge

  Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.69.2...1.70.0

  posted in Announcements

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