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
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 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 Users Site Links Customizations (D.T) People Groups People Groups Import People Groups Extensions (D.T) Extensions Storage Twilio – SMS and WhatsApp Trainings Training Records Intro Trainings List Page Trainings Record Page Create New Training Editing the Training Event Settings (D.T) Settings General Settings Custom Lists Custom Tiles Custom Fields Site Link System Security Customizing the Critical Path Utilities Utilities Exporting and Importing Settings 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???
User Orientation 33 Tasks and Reminders Dashboard Filtering Records Contacts Intro Contact Types Contact List Page Contact Record Page Merging Contacts Duplicate Checker Transferring Contacts Record History and Activity Reverting Groups Intro Group List Page Group Record Page Admin Backend Admin – Intro Mobile App About the D.T App Login Screen Home Screen List Screens Record Screens Add New Screens Import Phone Contact Screen My User Screen Notifications Screen More Screen Users Inviting Users Inviting a User from a Contact Record Linking an Existing Contact to a User Assignment Tools Profile Settings Profile Settings Availability (Out of Office) Notifications
