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CitySoft Admin Guide

196 bytes added, 17:02, 17 January 2023
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Note that these are a guide to administering the web site, not for public or member users.
<ol type="=I"><li>. Access==<p>To access the admin functions, one must first Login as a registered user of the site, then Login again as an Admin.</p></li><li>==II. Home==
<p>This page can be customized to display any of a number of modules. Each Admin may customize this page to include those of interest. For speed of operation, those not of interest should be deselected. The modules include:</p>
<ol type="A">
<li>Tasks and Activities</li>
<li>Workflow Overview</li>
</ol></li><li>==III. Pages</li>==<li>==IV. Contacts</li>==<li>==V. Events</li>==<li>==VI. Email</li>==<li>==VII. Membership</li>==<li>==VIII. Reports== <p>Note: The Reports function cannot, at present, generate usable mailing labels. It can generate a comma-delimited file that can be converted into mailing labels, and the Webmaster has a process to do so.</p>
<p>Functions may be selected from the left column. Click on [>>] to view.</p>
<ol type="A">
<li>Report Templates</li>
<li>Update Report Data</li>
<p>When you start using a new report template, switch it on, then "Update Report Data" and then run this url: &lt;https://www.augustansociety.org/admin/index.cfm?fuseaction=dashBoard.showDashBoard&resetapplication=1&gt;</p>
<li>Usage Reports</li>
<li>Admin Settings</li>
<li>Help</li>
</ol>
<lip>DonationsWhen you start using a new report template, switch it on, then "Update Report Data" and then run this url: &lt;https://www.augustansociety.org/admin/index.cfm?fuseaction=dashBoard.showDashBoard&resetapplication=1&gt;</lip><li>==IX. Donations====X. Transactions</li>====XI. Store==<lip>Note that this section refers to the Storefunction on the main web site, which is not yet active. The Online Store is the store function hosted on the RimuHosting site, which is the currently active system.</lip><li>==XII. Forms</li>==<li>==XIII. Organizations</li>==<li>==XIV. &#8862; "Squared Plus"</li>==
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