Learn how to create and set up new contacts and groups in the system.
- Creating a New Contact - Step-by-step guide to adding new contacts
- Creating a New Group - How to create and configure new groups
- Automatic Workflows on Contact Creation - Understanding automated processes when creating contacts
Comprehensive guides for working with individual records in detail view.
- Details View Overview - Introduction to the details view interface
- Details View Header - Understanding the header section and controls
- Details View Tiles - Working with information tiles and sections
- Details View Activity - Viewing and managing activity feeds
- Editing Records - How to modify and update record information
- Comments - Adding, editing, and managing comments on records
- Adding Pictures to Records - How to upload pictures to records and comments
- Voice Messages - Recording and attaching voice messages to records
- Record Tasks Modal - Using the tasks interface for record management
- Record Access - Managing permissions and access to records
- Private Fields - Working with confidential information
- Merging Contacts - How to combine duplicate contact records
- Duplicate Detection - Identifying and handling duplicate records
- Linking Contact to User - Connecting contact records to user accounts
Master the list view for efficient browsing and bulk operations.
- List View Overview - Introduction to list view functionality
- Searching & Filtering - Finding specific records in lists
- Sorting and Layout - Organizing and customizing list displays
- Choosing List Columns - Customizing which information is displayed
- Custom Filters - Creating and using custom filter criteria
- Split By - Organizing lists by categories or groups
- Bulk Editing - Making changes to multiple records at once
- Bulk Messaging - Sending messages to multiple contacts
- List Exports - Exporting data from list views
- Global Search - Using the platform-wide search functionality
Guides for managing users, roles, and permissions.
- Creating Users - How to add new users to the system
- List Users - Viewing and managing the user directory
- Editing Users - Modifying user accounts and information
- Roles and Permissions - Understanding user roles and access levels
- Users on Map - Viewing user locations and geographic distribution
- DMM Tiles - Working with Disciple Making Movement user tiles
Personalize your account and manage your settings.
- Profile Overview - Complete guide to profile management
- Edit Personal Information - Updating your personal details
- Update Contact Information - Managing your contact details
- Change Profile Picture - Updating your profile image
- Change Password - Securing your account with a new password
- Change System Email - Updating your email address
- Change User Language - Setting your preferred language
- Availability - Managing your availability status
- Multiplier Preferences - Configuring multiplier-specific settings
- Apps - Managing connected applications and integrations
- Notifications Overview - Understanding the notification system
- Notification Types - Different types of notifications available
- Notification Channels - Communication channels for notifications
- Manage Notification Preferences - Customizing your notification settings
- Email Notification Settings - Configuring email notifications
- View and Manage Notifications - Working with your notification inbox
- Troubleshooting Notifications - Solving notification issues
Analyze your data and track progress with comprehensive metrics.
- Project Metrics - Understanding project-level analytics
- Personal Metrics - Tracking your individual performance
- Metric Definitions - Understanding what each metric measures
- Critical Path - Analyzing critical pathways and bottlenecks
- Sources Chart - Understanding where contacts come from
- Transferred Contacts - Tracking contact transfers between users
- Simple Chart - Basic charting and visualization
- Advanced Charts - Complex data visualization and analysis
- Simple Map - Basic geographic data visualization
- Maps - Advanced mapping and geographic analysis
- Genmapper Trees - Visualizing generational movement trees
- Activity Logs - Reviewing project activity and changes
- Locations List - Managing and viewing location data
- Overview - Personal dashboard and summary
- Activity Highlights - Key personal activity insights
- Activity Log - Detailed personal activity history
- Maps - Personal geographic data and visualization
- Genmapper Trees - Personal generational movement tracking
Complete guide to customizing your Disciple.Tools instance through the admin interface.
- Admin Customization Overview - Introduction to the customizations section
- Introduction - Getting started with customizations
- Accessing the Customizations Menu - How to navigate to customization options
- Record Types Overview - Understanding record types
- Creating Record Types - How to create new record types
- Modifying Record Types - Editing existing record types
- Deleting Record Types - Removing record types
- Tiles Overview - Understanding tiles and their purpose
- Creating Tiles - How to create new tiles
- Modifying Tiles - Editing existing tiles
- Reordering Tiles - Organizing tile layout
- Fields Overview - Understanding field management
- Field Types - Different types of fields available
- Adding Fields - How to add new fields
- Modifying Fields - Editing existing fields
- Reordering Fields - Organizing field layout
- Field Options - Advanced field configuration
- Roles and Permissions - Managing user access and permissions
- FAQ - Frequently asked questions about customizations
- Storage Settings - Configure S3-compatible storage for secure media uploads
- Storage Setup Guide - Step-by-step setup instructions for S3 providers
- Storage Usage Guide - How users interact with S3 storage features
- Storage Troubleshooting - Resolve common storage issues
- Webform - Learn about the webform.