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    • What is Disciple.Tools?
    • For Online Strategies
    • For Small Teams
    • For Multiple Teams
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    • Why Disciple.Tools?
  • Pricing (Free)
    • Pricing (Free)
    • Hosting
    • Demo
    • Give
  • Software
    • Download
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Introduction

24
  • Welcome to Disciple.Tools
  • Structure of Disciple.Tools explained
  • Developer Documentation
  • Explore a Demo
    • Launch a demo
    • Removing the demo data
    • Inviting other users
    • Migrating your data from a demo
  • Use Case Tutorial
    • Introduction
    • 1. Your Profile
    • 2. Adding Teammates
    • 3. Another Contact
    • 4. Dispatcher Role
    • 5. Updating a Contact
    • 6. Forming a Group
    • 7. Maturing Disciples
    • 8. @ Mentioning
    • 9. Switch Users
    • 10. Scheduling a Meeting
    • 11. Sub-assigning
    • 12. Following Daughter Groups
    • 13. Baptism
    • 14. Team Information
    • 15. Filtering
    • 16. Viewing the Metrics

Big Concepts

26
  • What makes Disciple.Tools different?
  • Tricky Terminology (Glossary)
  • Core system features vs plugins or extensions
  • Multi-site vs a single instance
  • Users (vs Contacts)
  • Setting Locations (Geolocation and Mapping)
  • Metrics
  • Translation
    • Our multi-lingual focus
    • Contributing Your Language Skills
  • Roles
    • Roles – Introduction
    • Subscriber/Registered
    • Strategist
    • Multiplier
    • Digital Responder
    • Dispatcher
    • Disciple.Tools Admin
    • Administrator
    • User Manager
    • Roles and Capabilities Manager
    • Access By Source
    • Increasing User Access
    • Sharing a Record
  • Magic Links
    • Magic Links
    • Magic Link Form Templates
    • Magic Link Scheduling
    • User Updates for Contacts or Groups

Initial Setup

42
  • Overview
  • Host it yourself
  • SSO Login
  • Admin Setup
    • Admin – Intro
    • Reports (D.T)
    • Appearance
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        • Training Records Intro
        • Trainings List Page
        • Trainings Record Page
        • Create New Training
        • Editing the Training Event
    • Settings (D.T)
      • Settings
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      • Custom Lists
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      • Security
      • Customizing the Critical Path
    • Utilities
      • Utilities
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  • Frequently Asked Questions
    • Frequently Asked Questions
    • How do I add other users to my Disciple.Tools Site?
    • How do I bulk edit contacts?
    • Comments Translation
    • How do I add custom tiles or fields?
    • How do I delete a contact or group?
    • How do I link my Disciple.Tools site to another?
    • How much does it cost to use Disciple.Tools?
    • Why can’t I see all my contacts?
    • I got a permission denied message???
    • How do I change my password?
    • How can I change my email?
    • When will the documentation be updated?

User Orientation

33
  • Tasks and Reminders
  • Dashboard
  • Filtering Records
  • Contacts
    • Intro
    • Contact Types
    • Contact List Page
    • Contact Record Page
    • Merging Contacts
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    • Intro
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    • Admin – Intro
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  • Users
    • Inviting Users
    • Inviting a User from a Contact Record
    • Linking an Existing Contact to a User
    • Assignment Tools
  • Profile Settings
    • Profile Settings
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  • Home
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  • Initial Setup
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  • Settings (D.T)
  • Custom Lists
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Custom Lists

This page allows you to customize the following pre-existing fields.

  • User (Worker) Contact Profile
  • Contact Communication Channels

How to access:

  1. Access the admin backend by clicking on the gear on the top right and then click Admin.
  2. In the left hand column, select Settings (DT).
  3. Click the tab titled Custom Lists.

User (Worker) Contact Profile #

This represents fields the user’s profile information that can be found under Profile by clicking the gear icon.

Has the fields:

  • Label – Is the name of the field.
  • Type – Is the type of the field.Field types:
    • Phone
    • Email
    • Address
    • Phone work
    • Email work
    • Social
    • Other
  • Description – A description of the field.
  • Enabled – Whether it is enabled or not.

Has the actions:

  • Reset – Resets to the defaults.
  • Delete – Clicking this deletes the field.
  • Add – Adds a new field.
  • Save – Saves the current changes.


Contact Comment Types #

The source of comments can be tagged as such from within the comments section of the contact record page. After filling in this optional field and clicking on save, press the down arrow to the right of Type: Comments to tag a comment with its type.


Contact Communication Channels #

These options represent the Social Media channels that can be found in the Contact Record Page. Add channels significant to the contacts in your field of work.

Has the fields:

  • Label – Is the name of the field.
  • Type – Is the type of the field.
  • Icon link – link to where an icon file is stored. Default Field types:
    • Phone
    • Email
    • Address
    • Facebook
    • Twitter
    • Other Social Links

Has the actions:

  • Add New Channel – Adds a new field.
  • Save – Saves the current changes.
  • Enabled – Will be used/offered it box is selected.
  • Hide domain if a url – Will truncate the URI to remove the domain.

Quick Actions #

This section allows the possibility of customizing the icons used within the Quick Actions drop down within the contact record page.

Language Options #

This section is under development.

Updated on July 1, 2024
Table of Contents
  • User (Worker) Contact Profile
  • Contact Comment Types
  • Contact Communication Channels
  • Quick Actions
  • Language Options

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