Difference between revisions of "CitySoft Admin Guide"

Revision as of 21:21, 25 January 2023

The primary point of contact with both members and the public is the Main Web Site (hosted at CitySoft). This is maintained by the Webmaster, assisted by the Assistant Webmaster, Assistant Webmaster for the Store, and the Coordinatgor of the Online Armorial & Ordinary Study Group. The User Guide provided by CitySoft being obsolete and incomplete, it is thus necessary that a Web Site Admin Guide be created to guide staff.

This Admin Guide is presently under development by the Assistant Webmaster. Contributions by others will be appreciated.

Note that these are a guide to administering the web site, not for public or member users.

Access

To access the admin functions, one must first Login as a registered user of the site, then Login again as an Admin.

Home

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:

1. Key Reports
2. Recent Activities
3. Recent Donations
4. Recent Event Registrations
5. Recent Forms
6. Recent Individual Membership Registrations
7. Recent Logins
8. Recent New Store Orders
9. Recent Organization Membership Registrations
10. Recent Processed Store Orders
11. Sites Overview
12. Starred Reports
13. Tasks and Activities
14. Workflow Overview

Pages

Contacts

Events

Email

Membership

Reports

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.

Functions may be selected from the left column. Click on [>>] to view.

1. Custom Reports
2. Standard Reports
3. Report Templates
4. Update Report Data
5. Usage Reports
6. Admin Settings
7. Help

When you start using a new report template, switch it on, then "Update Report Data" and then run this url: <https://www.augustansociety.org/admin/index.cfm?fuseaction=dashBoard.showDashBoard&resetapplication=1>

Donations

Transactions

Store

Note that this section refers to the Store function 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.

Functions may be selected from the left column. Click on [>>] to view.

1. Create New...
2. Products
3. Categories

Click on the down arrow [V] by "Categories" if needed to display two options:

1. View Categories

This will display the "View Product Categories" list. At present, this includes:

• Books, New
• Books, Used
• Insignia
• Magazines
• Recognition or Registration
• Reprints
• Subscriptions
2. Add Category
4. Manufacturers
5. Sizes
6. Colors
7. Orders
8. Rates
9. Admin Settings

10. How To...

Forms

XIII. Organizations

XIV. ⊞ "Squared Plus"

Clicking on this icon displays a list of functions. Note that these can be reordered, so may not appear in the order shown.

1. Accounts
2. Activities
3. Articles
4. Contact Search
5. Contacts
6. Data Import
7. Documents
8. Donations
9. Education
10. Email
11. Groups
12. Events
13. Expense Reports
14. Forms
15. Forums

Clicking on this word opens the "View Forums" admin page.

In the left column are several options:

1. Create New
2. View Forums
3. View Categories
4. Manage Messages
5. Admin Settings
16. Home
17. Households
18. Membership
19. Message
20. Opportunities
21. Organizations
22. Pages
23. Polls
24. Prospects
25. Reports
26. Sites
27. Store
28. Transactions

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