todo.md

Documentation TODO

Front End

User Section

• List users
• Editing users
• Creating users
• Seeing users on the map

Records Section

• Duplicate detection and management
• Merging contacts and managing the merging view
• Making a user from a contact record
• Linking a contact to an existing user
• The record tasks modal

WP Admin

Mapping Section

• How to add geolocation keys
• How to add custom locations

Site Links Section

• How to create site links to link other Disciple.Tools sites and allow external services like webforms

Extensions (D.T) Section

• Install and activate Disciple.Tools plugins
• Manage settings for installed plugins

Settings (D.T) Section

• General settings
• Custom lists
• Titles
• Fields
• Translations
• Tags
• Roles
• Security
• SSO login
• Workflows

Utilities (D.T) Section

• Overview
• Field explorer
• CSV import
• People groups
• GDPR
• Transcripts
• Background jobs
• Email logs
• Error logs
• Settings exports
• Settings imports

Customization (D.T) Section

• Introduction
• Accessing the Customizations Menu
• Working with Record Types
• Working with Tiles
• Working with Fields
• Role Permissions
• FAQs

S3 Storage Section

• Storage Settings Overview
• Supported S3 Providers
• Accessing Storage Settings
• Connection Management Fields
• Testing S3 Connection
• Storage Setup Guide
  • AWS S3 Setup
  • MinIO Setup
  • Backblaze B2 Setup
  • Cloudflare R2 Setup
• Storage Usage Guide
  • File Upload Interface
  • Drag and Drop Functionality
  • File Type Validation
  • Upload Progress and Feedback
  • Image Thumbnail Generation
  • File Management
  • Voice Message Features
  • Mobile Experience
  • Performance Optimization
  • Security Features
• Storage Troubleshooting
  • Connection Issues
  • Upload Errors
  • Access and Permission Issues
  • Configuration Issues
  • Performance Issues
  • Error Messages Reference
  • Diagnostic Tools
• Profile Picture Integration
  • S3 Storage Upload Process
  • Security Features
  • Troubleshooting Profile Pictures
• Record File Uploads
  • Upload Process
  • File Types and Validation
  • File Storage and Security
  • File Management
  • Troubleshooting Uploads
• Voice Messages
  • Recording Interface
  • Voice Message Storage
  • Playback and Management
  • Mobile Voice Recording
  • Privacy and Security
  • Troubleshooting Voice Messages