• About
    • Kingdom Vision
    • Our History
    • What is Disciple.Tools?
    • For Online Strategies
    • For Small Teams
    • For Multiple Teams
    • Why Disciple.Tools?
  • Pricing (Free)
    • Pricing (Free)
    • Hosting
    • Demo
    • Give
  • Software
    • Download
    • Plugins
    • Features
    • Security
    • Translation
    • Mobile
    • Open Source
  • Resources
    • Documentation
    • Training Videos
    • Community Forum
    • Discord Channel
  • Join the Community
  • News
  • About
    • Kingdom Vision
    • Our History
    • What is Disciple.Tools?
    • For Online Strategies
    • For Small Teams
    • For Multiple Teams
    • Why Disciple.Tools?
  • Pricing (Free)
    • Pricing (Free)
    • Hosting
    • Demo
    • Give
  • Software
    • Download
    • Plugins
    • Features
    • Security
    • Translation
    • Mobile
    • Open Source
  • Resources
    • Documentation
    • Training Videos
    • Community Forum
    • Discord Channel
  • Join the Community
  • News
Demo
menu

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

41
  • Overview
  • Host it yourself
  • SSO Login
  • Admin Setup
    • Admin – Intro
    • 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???
    • 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
    • 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
    • I Need More Help
  • 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
  • Home
  • Docs
  • Introduction
  • Use Case Tutorial
  • 5. Updating a Contact
View Categories

5. Updating a Contact

After a few days you get a hold of Elias and find he is the son of a Morrocan immigrant and a Spanish father. They encouraged him to study Islam since he was small. The more he learned, the more doubt surfaced. He knew others were confused as well. Though some were hostile toward questioning Islam, he had been raised that understanding is better than ignorance. Upon asking if he would like to see what the Bible says about the prophets, he readily accepts. You setup a meeting and ask him to invite others he believes would like to learn more as well.

Open Elias record by clicking on his name in the Contact List. From this conversation, there are several pieces of information you can add: In the Status tile, change his Contact Status to Active, change his Faith Status to Seeker. Under Quick Actions in the Comments and Activity tile, choose Meeting Scheduled.

Though Elias is only half Moroccan, you don’t want to lose this information as it may be valuable. Click the gear symbol and then Admin. Click People Groups then Add New Post. Under country, choose Morocco and click search. A listing of the known people groups in Morroco will be presented. Click link next to Arab, Moroccan. Fill in the title of the people group at the top. Click Publish on the right. You have taken advantage of a built in database of people groups. If you don’t find the one that pertains to you, it is possible to define your own. It is suggested, however, to use the built in data base if possible. Click on the home symbol at the top of the page to return to the front end of D.T. then Contacts, then Elias. Expand the Details tile to reveal People Groups. Click on Search People Groups and click Arab, Morrocan. For any contact, this people group can now be added to their profile.

The following week, Elias fulfills his promise in meeting you at the same coffee shop! Two other friends joined Elias. One of them, Ibrahim Almasi, was more interested than the other, Ahmed Naser. However, Elias seemed to clearly be a leader among his friend group and encouraged them both to engage. You modeled for them on how to read, discuss, obey, and share scripture using the Discovery Bible Study method. All of the guys agreed to meet on a regular basis.

You will want to add Elias’ friends to Disciple.Tools as well. Another way to add contacts is to go to the Contacts List Page and click the green Create New Contact field at the top of the page. Not every field is required so just include what you know about them. For Elias, change the Status field Coached by to yourself and under Follow Up change the Seeker Path to Being Coached.

Forward/Back

Updated on June 21, 2024

Product
Features
Security
Pricing
Demo

Solutions
For Online Strategies
For Small Teams
For Multiple Teams
Kingdom.Training

Resources
Contact Us
News
User Docs
Plugins
Youtube Training

Developers
Developer Docs
Open Source
Github Project
Join the Community

© 2025 Disciple.Tools. A project of GospelAmbition.org

Search