@Corsac It worked! Thanks!

@Hillbilly said in Echo Global: Echo Global is a multi-channel digital response and filtering service that many ministries use for top of funnel digital correspondence with contacts before moving to offline and distributed follow-up of contacts within Disciple.Tools. This plugin facilitates the transfer of information between Echo and Disciple.Tools. Hopefully, many will find the attached recording helpful; which provides both an overview and required setup steps for using the Echo Plugin. <<Overview Recording>> Echo API Tokens, can be sourced as follows: <<API Tokens>> More plugin documentation can be found here.

@AJ Ah, ok. It depends on the type of magic link (user vs contact-oriented). I think you're asking about the user-oriented magic link, so I'll answer it first. Because it is user based, the user can find the link in the profile settings and turn it on and off. They have to be logged in to grab it and save it, but then could use it from a non-logged in state. Disciple.Tools hasn't made this link as easily available as it utilizes the user permissions. You can access this link from the backend where you create and customize the links. Extensions (D.T) > Magic Links > Links tab: Add or select a User Contacts Update type link and then scroll down to Assigned Users and Teams and you can add the users you want here and click update and then view and copy the links. If you set them to never expire then the same link could be used continually. You can set them to refresh and come back here to grab new links, etc. Remember to balance security needs against usability needs as there are trade-offs. However, when you create a contact-oriented magic link, there is a tile added to all the contact records titled "Apps" and it has a set of five icons on it. You can go to a contact record and utilize these buttons for that contact's link to: see the magic link, i.e. go to it now and see what they will see copy the link set up a manual sending of the link to their email with a custom note give a QR code that can be scanned refresh the link if you want the old one to no longer work and issue a new one These links are more readily available to the users who can see the record as the access given through the link is only related to fields on that record which the user can already see and work with.

@Hillbilly I've seen that option - would be interested in hearing from those using that service what their experience has been - and how much it's costing them.

@selequin Your vision with Global Switchboard is wonderful and we'd love to get additional developers familiar with and up to speed on Disciple.Tools. I replied via email regarding connecting.

@micahmills, Woohoo! Thanks so much - it works!

Great question @jaichele70, Currently with the magic link plugin you can create a "Update your contact details" template and send it to D.T users. With this they can update the details linked to their contact record. We do hope to see more development on user magic links and a magic link portal where a user has access to a links of their magic links. There user magic links would be simple apps that do one thing really well, like the share app.

@Eddie-R the contact list could easily be used to track individuals both members and guests. You could have a system for following up with guests that is tracked and could assign different people tasks related to that follow-up, which is a sweet spot for Disciple.Tools. You could send all your members a periodic request for them to update their records with the magic link feature. I'd set each small group up in the groups record type and you can add the members of the small groups to each and designate the leader for each. Tracking attendance is less of a primary feature for Disciple.Tools, but like @Corsac mentioned, it could possibly be done through the Meetings plugin. Many tools could meet the needs of your use case. Disciple.Tools will stand out the more that you're collaborating and collecting information from multiple people.

This is awesome @Lauren-P. We'd love to see more coaches!

@George Yes! We recently added added some of the videos to relevant documentation pages. We need a direct link to the youtube channel? https://www.youtube.com/@discipletools705