What's Changed

• Show a generational tree for more connection fields by @kodinkat
• Dynamic Metrics Section by @kodinkat
• API list records optimization by @cairocoder01

Dynamic Generational tree

Display a generational tree for connection fields on any record type. The connection must be from a record type, to the same record type. Find this tree under Metrics > Dynamic Metrics > Generation Tree.

Dynamic Metrics

Here is a metrics section with more flexibility. You choose the record type (contacts, groups, etc) and the field and find answers to your questions. Help us bring more charts and maps here.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.43.2...1.44.0

PHP versions supported: 7.4 to 8.2

We've added support for PHP 8.2. Disciple.Tools will no longer officially support PHP 7.2 and PHP 7.3. This is a great time to upgrade if you are running an old version.

Other Changes

• Record tasks can now be show on the record lists page
• Settings to bypass D.T's API restrictions in WP Admin > Settings > Security
• Fixes to role permissions

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.42.0...1.43.0

Join us in celebrating the release of the Disciple.Tools make.com (formerly integromat) integration! See the integration page on make.com.

This integrations lets other apps connect to Disciple.Tools. This first version is limited to the creation of contact or groups records.

A couple possible scenarios:

• Google Forms. Create a contact record when a google form is filled out.
• Create a contact record for each new mailchimp subscriber.
• Create a group when a certain slack message is written.
• Endless possibilites.

See setup video and further documentation.

Find this integration useful? Have questions? Let us know in the github discussions section.

What's Changed

• Ability to set favicon
• User password reset email
• Fix issue where some admin roles could gain more permissions.
• Add invitation to the D.T Summit

Details

Ability to set favicon

You can use the wordress settings to add a favicon. It will now show correctly on D.T pages. Go to WP Admin > Appearance > Customize. This will open the front end theme menus. Go to Site Identity. Here you can upload a new site icon:

Browser tabs will show the icon:

User password reset email

Help a user reset their password. Got to the settings gear > Users. Click on the user and find the User Profile section. Click Email Passmord Reset to send the user the email needed to reset their password. Alternatively they can do it themselves.

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.41.0...1.42.0

New Features

• Metrics: Activity During Date Range (@kodinkat)
• Customizations (D.T): Section updates and fixes
• Customizations (D.T): Font-icon picker (@kodinkat)
• Settings To Disable New User Mention Notifications (@kodinkat)

Fixes:

• Settings(D.T): Fix saving field settings and translations (@kodinkat)
• Workflow: better handle "not equals" and "not contains" when field is not set (@cairocoder01)

Details

Metrics: Activity During Date Range

Want to know what contacts changed assignment in July? Which groups were marked as being a church this year? Which contacts user X baptized since February?

You can now find out by heading to Metrics > Project > Activity During Date Range. Select the record type, the field and the date range.

Customizations (D.T) Beta: Font-icon picker

Instead of finding and uploading an icon for a field, choose from many available "Font Icons". Lets change the "Groups" field icon:

Click "Change Icon" and search for "group":

Select the Group icon and click Save. And here we have:

Settings To Disable New User Mention Notifications

When a user is invited to D.T they get 2 emails. One is the default WordPress email with their account information. The other is a welcome email from D.T with a link to their contact record. These settings enable the admin to disable those emails.

Scheduling and Subassigned Templates

Automatic Link Scheduling

This upgrade lets you chose the next time the links will automatically be sent. The Frequency settings will determine when the subsequent runs will happen.

Subassined Contacts Template

We have a contact record for our coworker Alex. This feature create a magic link for Alex to update the contacts that are subassigned to him.

Alex's Magic Link

What's Changed

• Lists page: "Split By" Feature
• Lists page: Load More button now adds 500 records instead of 100
• People groups: Ability to install all People Groups
• People groups: New people groups are installed with country geolocated
• Customizations (D.T): Ability to delete Tiles. Show Field Type
• Customizations (D.T): Show field type when editing a field
• Record page: Change activity for some connection to other records to include record type
• Keep duplicate Email or Phones number from being created.
• Fix: Merging records fix for Assigned To
• API: Login from mobile now returns correct error codes.
• API: Tags are available in the settings endpoint
• API: "corresponds to contact" info added to user endpoint

Details

Lists page: Split By Tile

This feature works on any list and filter you have selected. Select a field like "Contact status" and see how many times each status is used in your list.

Narrow down you report with a custom filter, say "contacts created last year", and see the list by status or location, or which users are assigned, or anything you chose.

Then click on one of the rows to only show those records in the List section

Full Changelog: https://github.com/DiscipleTools/disciple-tools-theme/compare/1.39.0...1.40.0

New Features

• Redirect on webform submit
• Custom multi-select checkboxes
• Page the webform was submitted on
• Magic Link Webform

Option to redirect on success

Have a special landing page you'd like users to go to after submitting their form? Now you can! Just add the url to the webform settings and when the user submits the form, they will be redirected to that page.

Custom Multiselect Checkboxes

Add a field with multiple Selectable Checkboxes

To create, click the "Add Other Fields" and select "Multi-select checkboxes". Then add the options.

Page the webform was submitted on.

This will help you if you are using the webform on a remote site as a shortcode.

Magic Link Webform page

Previously the direct link to a webform looked like this:

http://multisite.local/wp-content/plugins/disciple-tools-webform/public/form.php?token56463d170366445db4b6e0f7c1f7dbc7

It would sometimes get blocked by security plugins. It now looks like:

http://multisite.local/webform/ml/56463d170366445db4b6e0f7c1f7dbc7

Do you LOVE CSVs?

Well... importing a CSV into Disciple.Tools just got better.

Introducing: Contact Duplicate Checking!

I'll set the stage. I just imported 1000 contacts with email address into Disciple.Tools. Yay!

But wait... I forgot that I also wanted to import the phone number column as well. Ok, now let me DELETE the 1000 contacts and start again.

But wait! What's this?

I can upload the CSV again and let Disciple.Tools find the contact by the email address and update it instead of creating a new one! While I'm at it, I'll add a tags column to the CSV and a 'import_2023_05_01' tag to all the contacts so I can refer back to them if needed.

And here are some of the previous updates

Geolocate Addresses

If you have a Mapbox or Google mapping key installed,

Then we can add a few addresses to our CSV and have Discple.Tools geocode them as they come in. One advantage is letting us show the records on maps in the Metrics section.

Disciple.Tools has partnered with Crimson to provide a managed hosting option to our users. Crimson provides business-grade managed hosting solutions to organizations large and small while utilizing the fastest and most secure technology available.  Crimson also supports the mission of Disciple.Tools and has dedicated their company to directly influencing the discipleship movement across the globe.

Services & Features

• Data housed in US Servers
• Daily backups
• 99.9% Uptime guarantee
• Single Instance (inside a network), Single Site or Multi-site options.
• Option for a custom domain name (single site & multi-site)
• SSL Security Certificate – Encryption in transmission 
• Assistance with site customization (Not execution of customization)
• Tech support

Pricing

Disciple Tools Starter – $20 USD Monthly

A single instance inside of a network. No option for custom domain name or 3rd party plugins.

Disciple Tools Standard – $25 USD Monthly

A standalone site with the option for a custom domain name, 3rd party plugins. Can be upgraded to a multi-site (network) platform in the future.

Disciple Tools Organization – $50 USD Monthly

A network platform with multiple connected sites (up to 20) – allows for transfering of contacts and administrator oversight for all connected sites. Option for custom domain name, administrator control of 3rd party plugins for all sites.

Disciple Tools Enterprise  – $100 USD Monthly

Up to 50 network sites. Each site beyond 50 is an additional $2.00 USD per month.

Next Steps

Visit https://crimsonpowered.com/disciple-tools-hosting/ to set up your account. Once you make your purchase, sites are set up within 24 hrs.