Contact and User Changes:

1. Admins/dispatchers can access all users-contact records.
2. New users will automatically have their user-contact shared with them.
3. New "This contact represents a user" and "This contact represents you as a user." banner on the contact record
4. Link to user-contact in profile settings, if you have access to it
5. Removed the modal on the record to "create a user from this contact" and merged in with the user-management new contact section
6. Add option to archive comments when inviting a user from an existing contact
7. Simplify new contact form removing connection type from view. Rename contact types: Standard and Private
8. Add new contact type "Connection"
9. Ability to hide "Private Contact" type

New Features

10. Ability to disable user registrations by @ChrisChasm
11. Add Signal, WhatsApp, iMessage and Viber options when clicking a phone number by @micahmills
12. Ability to choose color settings an Dropdown fields by @kodinkat

Dev Changes

13. API: Better handle comments with invalid dates by @kodinkat
14. Fix text fields displaying incorrectly when mixing right-to-left and left-to-right fields by @corsacca

More info

1. Admins/dispatchers can access all users-contact records.

This keeps a dispatcher from loosing access to a record when the contact type is changes to User from access.

2. New users will automatically have their user-contact shared with them.

Existing users won't automatically have access to their user-contact to avoid sharing private information. The aim is to up clarity and collaboration between admins and the new user. And provide a place form some basic conversation.

3. New "This contact represents a user" and "This contact represents you as a user." banner on the contact record

If you are looking at your contact record you will see this banner with a link to your profile settings If your are an admin looking at the user-contact for another user, then you will see this banner:

4. Link to user-contact in profile settings

6. Add option to archive comments when inviting a user from an existing contact

If a contact record comments contains sensitive data, this will give the admin a change to archive those comments. These comments get moved to a new record that is only shared with the user who previously had access to the record

7. Simplify new contact form removing connection type from view

8. Add new contact type "Team connection"

Contact types:

• Private Contact: visible to user who created it
• Private Connection: visible to user who created it
• Standard Contact: visible to Admins, dispatchers and user who created it
• Connection: visible to Admins, dispatchers and user who created it
• User: visible to Admins, dispatchers and user who created it

Contact type documentation: https://disciple.tools/user-docs/getting-started-info/contacts/contact-types

9. Ability to hide "Private Contact" type

Only want collaborative contacts? Head over to WP-Admin > Settings (D.T). Scroll to the "Contact Preferences" section and uncheck the "Personal Contact Type Enabled" checkbox. Click Update

10. Ability to disable user registrations

If a multisite has user registrations enabled globally, this setting allows you to disabled it for a specific D.T instance. See WP Admin > Settings (D.T) > Disable Registration

11. Add Signal, WhatsApp, iMessage and Viber options when clicking a phone number

12. Ability to choose color settings an Dropdown fields by @kodinkat

Some dropdown fields have colors associated with each option. For example the Contact Status field. These are now customizable. Find the field option by going to WP Admin > Settings (D.T) > Fields. Choose the post type and the field.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.21.0...1.22.0

What's Changed

1. List view: Ability to remove parameters from a filter by @kodinkat
2. Activity Highlights metrics section by @squigglybob
3. Set Notification Emails "from address" and "from name" by @kodinkat

1. List view: Ability to remove parameters from a filter

Keep the same filter, but without one of the queries

2. Activity Highlights metrics

Show highlights form a time range (last year) with a summary of Contacts and Groups Created, Meetings, Faith Milestones, Seeker Path, Baptisms, Groups, Group Health Metrics

3. Notification Emails

Set the email address and from name that D.T notification email are sent with.

Also announcing changes coming in 1.22.0

• Admins/dispatchers can access all users-contact records.
• New users will automatically have their user-contact shared with them.
• New "This contact represents a user" and "This contact represents you as a user." banner on the contact record
• Link to user-contact in profile settings, if you have access to it
• Removed the modal on the record to "create a user from this contact" and merged in with the user-management new contact section
• Add option to archive comments when inviting a user from an existing contact
• Simplify new contact form removing connection type from view. Rename contact types: Standard and Private
• Add new contact type "Connection"
• Ability to hide "Private Contact" type

Form more details see: https://github.com/DiscipleTools/disciple-tools-theme/pull/1567

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.20.1...1.21.0

New in this release

• New columns in users table by @kodinkat

Fixes and upgrades

• Fix for updating user language by @micahmills
• Magic link structure upgrades by @kodinkat
• Fix mobile view details by @ChrisChasm
• Fix for getting correct favorited records in list view by @corsacca

Details

New columns in users table

Added filterable Role, Language and Location columns

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.19.2...1.20.0

New In This Release

• Filter Notification to ones where you are @mentioned, by @kodinkat

Fixes

• Fix places where $amp; is being displayed instead of &
• Make sure the favorite start shows the right value on the lists page

New Developer Features

• Magic link upgrade to handle multiple instance of the same magic link
• Creating a record with a connection to the new record. Documentation

More Information

@Mentions Notification

On your notifications page you can now toggle the @mentions to only show notifications where your are at mentioned by another user.

Full Changelog

New in this release

• Change field icons by uploading new icons by @kodinkat

Fixes

• When creating new contacts the status will be "active" by default for all users
• Make sure a contact has a status when the contact type is changed to "access"
• Keep users from inadvertently sharing a contact with another user with better @mention protections
• Make Critical Path metrics available to multipliers again

Uploading icons

Navigate to the settings for a field: WP Admin > Settings (D.T) > Fields > Select a field And then down to the icon option:

And you'll see the new icon next to the field name:

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.17.0...1.18.0

New In This Release:

• Metrics page to report on transferred contacts by @kodinkat

Fixes

• Make Church Health field icons less transparent by @prykon
• Fix issue keeping an admin from editing People Groups
• Fix issue with installing some plugins from the Extensions (D.T) tab
• Fix issue using Next and Previous buttons on a record in some cases

Transferred Contacts Report

This Metrics page provides a summary on the contacts that have been transferred from your instance to another instance. Showing updates to Statuses, Seeker Paths and Faith Milestones

New in this release

• Show a summary of a transferred contact
• Add Hungarian language

Fixes

• Fix changing user language from the WP Admin
• Fix showing correct language on the user profile page
• Fix tile order bug for mobile
• Fix D.T Admin role being able to create site to site links

Show a summary of a transferred contact

Say we've transferred a contact from site A to site B. The contact on site A is archived, the newly contact on site B continues to be updated.
This feature opens a window on site A to site B to show a summary containing the Contact Status, Seeker Path and Milestones for the conact. This new tile also allows the Admin on site A to send a message to site B. This message will be created as a comment on the contact on site B.

In this update

• Non practiced group health elements are easier to see by @prykon
• Upgrades to the User Activity Log by @squigglybob
• Tool to Update Member Counts
• Link to field settings from help modal
• Renamed "Reason Closed" field name to "Reason Archived"
• Sort list table by number column fix
• Digital Responders are now created with correct access to sources

Developer update

• Storing and updating extra meta on connection fields

Tool to update member counts

This tool will go through each one of your groups and make sure the member count is up to date. The auto counting stopped working for a few releases on some systems, so use this tool to reset the counts.
Find it here: WP Admin > Utilities (D.T) > Scripts

Sort List table by number fix

Link to field settings from help modal

Here is a quick link to update a field's settings right from the contact or group record. Click the Help icon and then Edit next to the field name.

Make sure Digital Responders are created with correct access to sources

Since 1.10.0 creating a user with the Digital Responder role created a user without access to any contacts. The Digital Responder can be configured to only have access to certain contact Sources. New Digital Responders now have access to all Sources by default.
Access by sources Documentation: https://disciple.tools/user-docs/getting-started-info/roles/access-by-source/

Storing and updating extra meta on connection fields

We've expanded the D.T API to support adding and updating meta data on field connections. This will let us add a "Reason Subassigned" option when adding a contact in the "Sub-assigned to" field or extra data for each member of a group.
See Documentation: https://developers.disciple.tools/theme-core/api-posts/post-types-fields-format#connection-meta

In this Release:

• Dynamic Group Health Circle by @prykon
• Reduce size of Favorite column in on lists page by @kodinkat
• Add more fields to the user create process by @squigglybob
• Show more fields in list bulk update options
• Allow plugin to declare workflows that the user can enable by @kodinkat
• People Groups workflow by @kodinkat
• Dev: Task Queuing

Dynamic Group Health Circle

Smaller Favorite Column

Add User Fields

Wokflows declared by plugins

In v1.11 of the Theme we released the ability for the user to create workflows. This allows the user to create a IF - THEN logic flows to help manage Disciple.Tools data. This features allows plugins to add pre-created workflows without necessarily enforcing their use. The Disciple.Tools Admin can choose to enable those that fit their needs the best. An example is the People Groups workflow which we've included in the theme.

People Groups Workflow

This workflow kicks in when adding members to a group. If the member has a people group, then the workflow automatically adds that people group to the group record as well.

Dev: Task Queuing

We've bundled in D.T a task queuing process for tasks that can be done in the background or for long processes that need to continue after a request has time out. This feature was made by the folks at https://github.com/wp-queue/wp-queue. Documentation can also be found on that page.

Updates:

• New fields in the User Management section
• Enable bulk updating with tags and multi_selects

Fixes:

• Fix clicking on a tag to get a filtered list
• Fix creating multi_select filters

User Management

Let the Admin update values for a user.

• User Display Name
• Location Responsibility
• Languages Responsibility
• Gender

Clicking on a tag to create a filtered list