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<!DOCTYPE html>
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<body>
<div class="header">
<h1>Swaby's TouchPoint SQL Database Reference</h1>
<p class="subtitle">My Personal Guide to the TouchPoint's Church Management Database</p>
<div class="version">Version: The smothered, covered, chunked, and diced version.</div>
</div>
<div class="intro-section">
<h2>📚 About This Guide</h2>
<p>I could keep up with all the tables and relationships, so started creating my own documented version of the structure to take at least a small bite out of TouchPoint's extensive SQL database structure.</p>
<div class="info">
<h3>👥 Who This Guide Is For</h3>
<ul>
<li><strong>Church Database Administrators</strong> - Managing and querying church data</li>
<li><strong>Report Writers</strong> - Creating custom reports and analytics</li>
<li><strong>Developers</strong> - Building integrations and custom solutions</li>
<li><strong>Church Leadership</strong> - Understanding data capabilities</li>
</ul>
</div>
<div class="warning">
<h3>⚠️ Critical: TouchPoint SQL is READ-ONLY</h3>
<p><strong>The SQL interface provides READ-ONLY access to the database.</strong> You cannot INSERT, UPDATE, or DELETE records through SQL. All data modifications must be done through:</p>
<ul>
<li>✅ TouchPoint's web interface</li>
<li>✅ TouchPoint's Python scripting system</li>
<li>✅ TouchPoint's API endpoints</li>
<li>✅ TouchPoint's mobile app</li>
</ul>
<p>This guide focuses on SELECT queries for reporting, analysis, and data extraction.</p>
</div>
<div class="success">
<h3>✨ What's New in this Documentation</h3>
<ul>
<li>📊 Complete coverage of all 378 tables and 3,364 columns</li>
<li>🚀 Performance guidelines for tables with millions of records</li>
<li>🔧 Advanced systems documentation (Tags, Email, Engagement)</li>
<li>📝 Registration and Check-in system details</li>
<li>🎛️ Custom field system (Extra Values) documentation</li>
<li>📱 Mobile app integration fields</li>
<li>✅ Corrected OrganizationStatusId values and other critical fixes</li>
</ul>
</div>
</div>
<div class="toc">
<h2>📖 Table of Contents</h2>
<h3>🚀 Getting Started</h3>
<ul>
<li><a href="#database-overview">Database Overview & Architecture</a></li>
<li><a href="#critical-rules">Critical Business Rules - READ THIS FIRST</a></li>
<li><a href="#performance-guidelines">Performance Guidelines & Large Table Warnings</a></li>
<li><a href="#common-queries">Most Common Queries (Quick Reference)</a></li>
</ul>
<h3>👥 People & Families</h3>
<ul>
<li><a href="#people-table">People Table - Complete Reference</a></li>
<li><a href="#family-structure">Family Relationships & Household Management</a></li>
<li><a href="#contact-permissions">Contact Information & Communication Permissions</a></li>
<li><a href="#membership-workflow">Church Membership Status & Workflow</a></li>
</ul>
<h3>🏛️ Organizations & Groups</h3>
<ul>
<li><a href="#organizations-table">Organizations Table (Involvements)</a></li>
<li><a href="#organization-members">Organization Membership & Roles</a></li>
<li><a href="#program-hierarchy">Program → Division → Organization Structure</a></li>
<li><a href="#organization-types">Organization Types & Classification</a></li>
</ul>
<h3>📅 Attendance & Meetings</h3>
<ul>
<li><a href="#attend-table">Attend Table - The AttendanceFlag Rule</a></li>
<li><a href="#meetings-table">Meetings & Scheduling</a></li>
<li><a href="#attendance-types">Attendance Types & Classifications</a></li>
<li><a href="#attendance-analytics">Attendance Analytics & Patterns</a></li>
</ul>
<h3>💰 Financial & Contributions</h3>
<ul>
<li><a href="#contribution-table">Contribution Table - The TypeId≠99 Rule</a></li>
<li><a href="#contribution-funds">Funds & Designations</a></li>
<li><a href="#bundle-system">Bundle & Batch Processing</a></li>
<li><a href="#transaction-system">Transactions & Outstanding Balances</a></li>
</ul>
<h3>📝 Events & Registration</h3>
<ul>
<li><a href="#registration-system">Registration System Architecture</a></li>
<li><a href="#registration-questions">Custom Forms & Questions</a></li>
<li><a href="#registration-fees">Registration Fees & Payments</a></li>
<li><a href="#event-management">Event Management & Scheduling</a></li>
</ul>
<h3>🎫 Check-In System</h3>
<ul>
<li><a href="#checkin-overview">Check-In System Overview</a></li>
<li><a href="#checkin-activity">Check-In Activity & Times</a></li>
<li><a href="#checkin-configuration">Check-In Configuration & Settings</a></li>
<li><a href="#barcode-system">Barcode & Security Labels</a></li>
</ul>
<h3>📧 Communication Systems</h3>
<ul>
<li><a href="#email-system">Email Marketing System (3.9M+ records)</a></li>
<li><a href="#sms-system">SMS/Text Messaging System</a></li>
<li><a href="#task-system">Tasks & Ministry Communication</a></li>
<li><a href="#notification-preferences">Notification Preferences & Opt-outs</a></li>
</ul>
<h3>📊 Advanced Analytics</h3>
<ul>
<li><a href="#engagement-scoring">Engagement Scoring System (1.4M+ records)</a></li>
<li><a href="#tag-system">Tag System (138M+ records)</a></li>
<li><a href="#activity-logging">Activity Logging & Audit Trail</a></li>
<li><a href="#change-tracking">Change Tracking & History</a></li>
</ul>
<h3>🎛️ Customization Systems</h3>
<ul>
<li><a href="#extra-values">Extra Value Tables (Custom Fields)</a></li>
<li><a href="#lookup-tables">Lookup Tables Reference (67+ tables)</a></li>
<li><a href="#settings-framework">Settings & Configuration Framework</a></li>
<li><a href="#content-management">Content & Template Management</a></li>
</ul>
<h3>📱 Mobile & Integration</h3>
<ul>
<li><a href="#mobile-app">Mobile App Configuration</a></li>
<li><a href="#picture-system">Picture & Media Management</a></li>
<li><a href="#search-optimization">Search Optimization System</a></li>
<li><a href="#api-integration">API Integration Points</a></li>
</ul>
<h3>🔐 Security & Administration</h3>
<ul>
<li><a href="#users-roles">Users, Roles & Permissions</a></li>
<li><a href="#security-settings">Security Settings & Access Control</a></li>
<li><a href="#data-privacy">Data Privacy & Protection</a></li>
</ul>
<h3>📈 Reporting & Analytics</h3>
<ul>
<li><a href="#common-reports">Common Report Patterns</a></li>
<li><a href="#dashboard-queries">Dashboard & KPI Queries</a></li>
<li><a href="#growth-analytics">Growth & Trend Analytics</a></li>
<li><a href="#financial-reports">Financial Reporting Queries</a></li>
</ul>
<h3>🔧 Reference & Troubleshooting</h3>
<ul>
<li><a href="#field-reference">Complete Field Reference</a></li>
<li><a href="#relationship-diagram">Table Relationship Diagrams</a></li>
<li><a href="#common-issues">Common Issues & Solutions</a></li>
<li><a href="#best-practices">Best Practices & Tips</a></li>
</ul>
</div>
<div id="database-overview" class="section">
<h2>📊 Database Overview & Architecture</h2>
<p>TouchPoint is an enterprise-level church management system with one of the most comprehensive databases in the church software industry. Understanding its scale and architecture is crucial for effective use.</p>
<h3>🏗️ Database Scale</h3>
<table>
<tr>
<th>Metric</th>
<th>Count</th>
<th>Description</th>
</tr>
<tr>
<td><strong>Total Tables</strong></td>
<td>378</td>
<td>Complete system coverage from people to analytics</td>
</tr>
<tr>
<td><strong>Total Columns</strong></td>
<td>3,364</td>
<td>Extensive data points for comprehensive tracking</td>
</tr>
<tr>
<td><strong>Foreign Keys</strong></td>
<td>452</td>
<td>Complex relationships ensuring data integrity</td>
</tr>
<tr>
<td><strong>Lookup Tables</strong></td>
<td>67</td>
<td>Business logic and validation rules</td>
</tr>
<tr>
<td><strong>Extra Value Tables</strong></td>
<td>17</td>
<td>Unlimited custom field capabilities</td>
</tr>
<tr>
<td><strong>Stored Procedures</strong></td>
<td>495</td>
<td>Complex operations and reporting</td>
</tr>
</table>
<h3>📈 Production Data Volumes</h3>
<div class="highlight">
<p><strong>Real-world production databases can contain massive data volumes:</strong></p>
<table>
<tr>
<th>Table</th>
<th>Record Count</th>
<th>Purpose</th>
<th>Performance Impact</th>
</tr>
<tr>
<td><code>TagPerson</code></td>
<td>138M+</td>
<td>Flexible categorization</td>
<td><span class="badge badge-critical">EXTREME</span></td>
</tr>
<tr>
<td><code>EmailResponses</code></td>
<td>3.9M+</td>
<td>Email engagement tracking</td>
<td><span class="badge badge-critical">HIGH</span></td>
</tr>
<tr>
<td><code>EmailQueueTo</code></td>
<td>3.8M+</td>
<td>Email recipients</td>
<td><span class="badge badge-critical">HIGH</span></td>
</tr>
<tr>
<td><code>ActivityLog</code></td>
<td>3.4M+</td>
<td>Audit trail</td>
<td><span class="badge badge-critical">HIGH</span></td>
</tr>
<tr>
<td><code>PeopleSearchTokens</code></td>
<td>1.7M+</td>
<td>Search optimization</td>
<td><span class="badge badge-performance">MEDIUM</span></td>
</tr>
<tr>
<td><code>EngagementScoreTag</code></td>
<td>1.4M+</td>
<td>Activity scoring</td>
<td><span class="badge badge-performance">MEDIUM</span></td>
</tr>
<tr>
<td><code>Attend</code></td>
<td>1.2M+</td>
<td>Attendance records</td>
<td><span class="badge badge-performance">MEDIUM</span></td>
</tr>
<tr>
<td><code>Contribution</code></td>
<td>673K+</td>
<td>Financial giving</td>
<td>LOW</td>
</tr>
</table>
</div>
<h3>🏛️ Core System Architecture</h3>
<pre><code>-- Core Entity Relationships
People (PeopleId)
├── FamilyId → Groups family members
├── SpouseId → Direct spouse link
└── OrganizationMembers → Group participation
└── Organizations (OrganizationId)
├── Meetings → Scheduled events
└── Attend → Attendance records
People (PeopleId)
├── Contribution → Financial giving
│ └── ContributionFund → Designated funds
├── TaskNote → Tasks and notes
└── Registration → Event signups
└── RegPeople → Participants
└── RegAnswer → Form responses</code></pre>
</div>
<div id="critical-rules" class="section">
<h2>🚨 Critical Business Rules - READ THIS FIRST</h2>
<div class="critical">
<h3>⚠️ Rule #1: ALWAYS Use TOP Clause for Exploration</h3>
<p>TouchPoint databases can contain millions of records. <strong>Never run unlimited queries without the TOP clause</strong> during exploration or testing.</p>
<pre><code>-- ✅ CORRECT: Always start with TOP
SELECT TOP 100 * FROM People WHERE IsDeceased = 0 AND ArchivedFlag = 0
-- ❌ WRONG: Never run unlimited on large tables
SELECT * FROM TagPerson -- This table has 138M+ records!</code></pre>
</div>
<div class="critical">
<h3>⚠️ Rule #2: Mandatory Filters for Every Query</h3>
<pre><code>-- 🚨 FILTER #1: Active People Only
WHERE p.IsDeceased = 0 AND p.ArchivedFlag = 0
-- 🚨 FILTER #2: Actual Attendance (not absences)
WHERE a.AttendanceFlag = 1 -- 1 = present, 0 = absent
-- 🚨 FILTER #3: Real Donations (not event fees)
WHERE c.ContributionTypeId != 99 -- 99 = event registration fee
-- 🚨 FILTER #4: Active Organizations
WHERE o.OrganizationStatusId = 30 -- 30 = Active
-- 🚨 FILTER #5: Current Members Only
WHERE om.InactiveDate IS NULL
-- 🚨 FILTER #6: Completed Meetings
WHERE m.DidNotMeet = 0</code></pre>
</div>
<div class="highlight">
<h3>📋 Communication Compliance Rules</h3>
<pre><code>-- Always check permissions before communication
WHERE p.DoNotMailFlag = 0 -- Can send mail
WHERE p.DoNotCallFlag = 0 -- Can make calls
WHERE p.DoNotVisitFlag = 0 -- Can visit
WHERE p.ReceiveSMS = 1 -- Can send texts
WHERE p.SendEmailAddress1 = 1 -- Can email primary
WHERE p.SendEmailAddress2 = 1 -- Can email secondary</code></pre>
</div>
<div class="warning">
<h3>⚠️ Data Quality Filters</h3>
<pre><code>-- Ensure good data quality
WHERE p.PrimaryBadAddrFlag = 0 -- Valid addresses only
WHERE p.CellPhoneIsValid = 1 -- Valid phone numbers
WHERE p.EmailAddress IS NOT NULL AND p.EmailAddress != ''</code></pre>
</div>
</div>
<div id="performance-guidelines" class="section">
<h2>⚡ Performance Guidelines & Large Table Warnings</h2>
<h3>🎯 TOP Clause Usage Guidelines</h3>
<table>
<tr>
<th>Purpose</th>
<th>TOP Value</th>
<th>Use Case</th>
</tr>
<tr>
<td>Initial Exploration</td>
<td><code>TOP 100</code></td>
<td>Testing queries, understanding data structure</td>
</tr>
<tr>
<td>Sample Review</td>
<td><code>TOP 500</code></td>
<td>Reviewing data patterns, quality checks</td>
</tr>
<tr>
<td>Larger Analysis</td>
<td><code>TOP 1000</code></td>
<td>Statistical sampling, trend analysis</td>
</tr>
<tr>
<td>Comprehensive Sample</td>
<td><code>TOP 5000</code></td>
<td>Large samples (use with caution)</td>
</tr>
<tr>
<td>Full Dataset</td>
<td>No TOP</td>
<td>ONLY for final production reports after testing</td>
</tr>
</table>
<h3>🚨 High-Volume Table Requirements</h3>
<div class="critical">
<p><strong>These tables REQUIRE date filters and TOP clauses:</strong></p>
<pre><code>-- TagPerson (138M+ records) - EXTREME CAUTION
SELECT TOP 100 * FROM TagPerson tp
WHERE tp.DateCreated >= DATEADD(day, -30, GETDATE())
-- EmailResponses (3.9M+ records)
SELECT TOP 100 * FROM EmailResponses er
WHERE er.Dt >= DATEADD(week, -1, GETDATE())
-- ActivityLog (3.4M+ records)
SELECT TOP 100 * FROM ActivityLog al
WHERE al.ActivityDate >= DATEADD(day, -7, GETDATE())
-- EngagementScoreTag (1.4M+ records)
SELECT TOP 100 * FROM EngagementScoreTag est
JOIN EngagementScore es ON est.EngagementScoreId = es.Id
WHERE es.WeekDate >= DATEADD(month, -3, GETDATE())
-- EmailQueueTo (3.8M+ records)
SELECT TOP 100 * FROM EmailQueueTo eqt
JOIN EmailQueue eq ON eqt.Id = eq.Id
WHERE eq.Sent >= DATEADD(month, -1, GETDATE())</code></pre>
</div>
<h3>✅ Safe Query Development Process</h3>
<pre><code>-- STEP 1: Start with minimal data
SELECT TOP 10 *
FROM YourTable
WHERE DateField >= DATEADD(day, -1, GETDATE())
-- STEP 2: Verify query logic with small sample
SELECT TOP 100
SpecificColumns,
YouNeed
FROM YourTable
WHERE DateField >= DATEADD(week, -1, GETDATE())
AND OtherFilters = 'Applied'
-- STEP 3: Expand sample if needed
SELECT TOP 1000
-- your final column list
FROM YourTable
WHERE -- all your filters
ORDER BY -- your sort
-- STEP 4: Remove TOP only for production reports
-- after confirming performance is acceptable</code></pre>
</div>
<div id="common-queries" class="section">
<h2>🎯 Most Common Queries (Quick Reference)</h2>
<h3>👥 Active Church Members</h3>
<pre><code>SELECT TOP 1000
p.PeopleId,
p.Name,
p.EmailAddress,
p.CellPhone,
ms.Description as MemberStatus,
DATEDIFF(year, p.BDate, GETDATE()) as Age,
c.Description as Campus
FROM People p
JOIN lookup.MemberStatus ms ON p.MemberStatusId = ms.Id
LEFT JOIN lookup.Campus c ON p.CampusId = c.Id
WHERE p.IsDeceased = 0
AND p.ArchivedFlag = 0
AND p.MemberStatusId = 10 -- Members only
ORDER BY p.Name</code></pre>
<h3>📅 Recent Attendance</h3>
<pre><code>SELECT TOP 500
p.Name,
o.OrganizationName,
m.MeetingDate,
at.Description as AttendanceType
FROM Attend a
JOIN People p ON a.PeopleId = p.PeopleId
JOIN Organizations o ON a.OrganizationId = o.OrganizationId
JOIN Meetings m ON a.MeetingId = m.MeetingId
JOIN lookup.AttendType at ON a.AttendanceTypeId = at.Id
WHERE a.AttendanceFlag = 1 -- Critical: actual attendance
AND m.MeetingDate >= DATEADD(week, -1, GETDATE())
AND m.DidNotMeet = 0
AND p.IsDeceased = 0 AND p.ArchivedFlag = 0
ORDER BY m.MeetingDate DESC, o.OrganizationName, p.Name</code></pre>
<h3>💰 Recent Giving</h3>
<pre><code>SELECT TOP 500
p.Name,
c.ContributionDate,
c.ContributionAmount,
cf.FundName,
c.CheckNo
FROM Contribution c
JOIN People p ON c.PeopleId = p.PeopleId
JOIN ContributionFund cf ON c.FundId = cf.FundId
WHERE c.ContributionTypeId != 99 -- Exclude event fees
AND c.ContributionDate >= DATEADD(month, -1, GETDATE())
AND p.IsDeceased = 0 AND p.ArchivedFlag = 0
ORDER BY c.ContributionDate DESC, c.ContributionAmount DESC</code></pre>
<h3>🆕 First-Time Visitors</h3>
<pre><code>-- Recent first-time visitors for follow-up
WITH FirstVisit AS (
SELECT
p.PeopleId,
MIN(a.MeetingDate) as FirstVisitDate
FROM Attend a
JOIN People p ON a.PeopleId = p.PeopleId
WHERE a.AttendanceFlag = 1
AND a.AttendanceTypeId IN (40, 50) -- New Guest, Recent Guest
GROUP BY p.PeopleId
)
SELECT TOP 100
p.Name,
p.EmailAddress,
p.CellPhone,
fv.FirstVisitDate,
DATEDIFF(day, fv.FirstVisitDate, GETDATE()) as DaysSinceVisit
FROM FirstVisit fv
JOIN People p ON fv.PeopleId = p.PeopleId
WHERE fv.FirstVisitDate >= DATEADD(week, -2, GETDATE())
AND p.DoNotCallFlag = 0
AND p.DoNotVisitFlag = 0
AND p.IsDeceased = 0
AND p.ArchivedFlag = 0
ORDER BY fv.FirstVisitDate DESC</code></pre>
<h3>📊 Organization Summary</h3>
<pre><code>SELECT TOP 100
o.OrganizationName,
o.Location,
leader.Name as Leader,
o.MemberCount,
o.Limit as Capacity,
CASE
WHEN o.Limit > 0 THEN
CAST(o.MemberCount as float) / o.Limit * 100
ELSE 0
END as PercentFull,
o.FirstMeetingDate,
o.LastMeetingDate
FROM Organizations o
LEFT JOIN People leader ON o.LeaderId = leader.PeopleId
WHERE o.OrganizationStatusId = 30 -- Active
ORDER BY o.MemberCount DESC</code></pre>
</div>
<div id="people-table" class="section">
<h2>👥 People Table - Complete Reference</h2>
<p><strong>Purpose:</strong> Central repository for all person and family data<br>
<strong>Primary Key:</strong> <code>PeopleId</code><br>
<strong>Scale:</strong> 136 columns with 23 foreign key relationships<br>
<strong>Critical Rule:</strong> Always filter <code>WHERE IsDeceased = 0 AND ArchivedFlag = 0</code></p>
<h3>Core Identity Fields</h3>
<table class="field-table">
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
<th>Usage</th>
</tr>
<tr>
<td><code>PeopleExtra</code></td>
<td>Mixed</td>
<td>Person-specific custom fields</td>
</tr>
<tr>
<td><code>ExtraValueBit</code></td>
<td>Boolean</td>
<td>Yes/No fields</td>
</tr>
<tr>
<td><code>ExtraValueDate</code></td>
<td>DateTime</td>
<td>Date fields</td>
</tr>
<tr>
<td><code>ExtraValueInt</code></td>
<td>Integer</td>
<td>Number fields</td>
</tr>
<tr>
<td><code>ExtraValueText</code></td>
<td>Text</td>
<td>Text fields</td>
</tr>
<tr>
<td><code>ExtraValueCode</code></td>
<td>Code</td>
<td>Dropdown/lookup fields</td>
</tr>
<tr>
<td><code>OrgExtra</code></td>
<td>Mixed</td>
<td>Organization custom fields</td>
</tr>
<tr>
<td><code>MeetingExtra</code></td>
<td>Mixed</td>
<td>Meeting custom fields</td>
</tr>
<tr>
<td><code>ContributionExtra</code></td>
<td>Mixed</td>
<td>Contribution custom fields</td>
</tr>
</table>
<h3>Discovering Custom Fields</h3>
<pre><code>-- Find what custom fields your church uses
SELECT TOP 500
'PeopleExtra' as TableType,
Field,
COUNT(*) as RecordCount,
COUNT(DISTINCT PeopleId) as PeopleWithValue
FROM PeopleExtra
GROUP BY Field
ORDER BY COUNT(*) DESC
-- Example: Using a custom field
SELECT
p.Name,
pev.Field,
pev.Data as Value
FROM People p
JOIN PeopleExtra pev ON p.PeopleId = pev.PeopleId
WHERE pev.Field = 'MembershipCovenant' -- Church-specific field
AND p.IsDeceased = 0 AND p.ArchivedFlag = 0
ORDER BY p.Name</code></pre>
<h3>Custom Field Analysis</h3>
<pre><code>-- Analyze custom field usage patterns
WITH CustomFieldStats AS (
SELECT
Field,
COUNT(*) as Uses,
COUNT(DISTINCT PeopleId) as UniquePeople,
MIN(CAST(Data as datetime)) as EarliestDate,
MAX(CAST(Data as datetime)) as LatestDate
FROM PeopleExtra
WHERE Field LIKE '%Date%' -- Date-type fields
AND ISDATE(Data) = 1
GROUP BY Field
)
SELECT
Field,
Uses,
UniquePeople,
EarliestDate,
LatestDate,
DATEDIFF(day, EarliestDate, LatestDate) as DateRange
FROM CustomFieldStats
ORDER BY Uses DESC</code></pre>
</div>
<div id="lookup-tables" class="section">
<h2>📚 Lookup Tables Reference</h2>
<p>TouchPoint includes 67+ lookup tables that provide business logic, validation rules, and categorization throughout the system.</p>
<h3>Critical Lookup Tables</h3>
<h4>lookup.MemberStatus <span class="badge badge-critical">Most Important</span></h4>
<table>
<tr>
<th>Id</th>
<th>Description</th>
<th>Usage</th>
</tr>
<tr>
<td>10</td>
<td>Member</td>
<td>Full church members - voting, leadership eligible</td>
</tr>