Disciple.Tools User Documentation

Index

Disciple.Tools Theme

Creating Records

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

Details View

Comprehensive guides for working with individual records in detail view.

Overview & Navigation

• 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

Record Management

• Editing Records - How to modify and update record information
• Comments - Adding, editing, and managing comments on 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

Advanced Operations

• 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

List View

Master the list view for efficient browsing and bulk operations.

Basic 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

Advanced Features

• 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

Search

• Global Search - Using the platform-wide search functionality

User Management

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

Profile Management

Personalize your account and manage your settings.

Personal Information

• 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

Preferences & Settings

• Availability - Managing your availability status
• Multiplier Preferences - Configuring multiplier-specific settings
• Apps - Managing connected applications and integrations

Notifications

• 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

Metrics & Reporting

Analyze your data and track progress with comprehensive metrics.

Overview

• Project Metrics - Understanding project-level analytics
• Personal Metrics - Tracking your individual performance
• Metric Definitions - Understanding what each metric measures

Access Metrics

• Critical Path - Analyzing critical pathways and bottlenecks
• Sources Chart - Understanding where contacts come from
• Transferred Contacts - Tracking contact transfers between users

Project Metrics

• 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

Personal Metrics

• 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

Plugins

Disciple Tools Webform

• Webform - Learn about the webform.