Difference between revisions of "CitySoft Admin Guide"

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m (→‎I. Access: typo)
m (Bruce moved page Web Site Admin Guide to CitySoft Admin Guide: split user from admin guide)
 
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<p>To access the admin functions, one must first Login as a registered user of the site, then Login again as an Admin.</p>
 
<p>To access the admin functions, one must first Login as a registered user of the site, then Login again as an Admin.</p>
  
−
==II. Home==
+
==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>
 
<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">
 
  <ol type="A">
Line 26: Line 26:
 
  <li>Workflow Overview</li>
 
  <li>Workflow Overview</li>
 
  </ol>
 
  </ol>
−
==III. Pages==
+
==Pages==
−
==IV. Contacts==
+
==Contacts==
−
==V. Events==
+
==Events==
−
==VI. Email==
+
==Email==
−
==VII. Membership==
+
==Membership==
−
==VIII. Reports==
+
==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>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>
 
  <p>Functions may be selected from the left column. Click on [>>] to view.</p>
Line 44: Line 44:
 
  </ol>
 
  </ol>
 
<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>
 
<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>
−
==IX. Donations==
+
==Donations==
−
==X. Transactions==
+
==Transactions==
−
==XI. Store==
+
==Store==
−
<p>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.</p>
+
<p><em>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.</em></p>
−
==XII. Forms==
+
<p>Functions may be selected from the left column. Click on [>>] to view.</p>
 +
<ol>
 +
<li>Create New...</li>
 +
<li>Products</li>
 +
<li>Categories<br>
 +
  Click on the down arrow [V] by "Categories" if needed to display two options:
 +
  <ol>
 +
  <li>View Categories<br>
 +
  This will display the "View Product Categories" list. At present, this includes
 +
  <ol>
 +
  <li>Books, New</li>
 +
  <li>Books, Used</li>
 +
  <li>Insignia</li>
 +
  <li>Magazines<br>
 +
    Click on this category to see a list of sub-categories. At present, this includes:
 +
    <ol>
 +
    <li><em>Augustan Omnibus</em><br>
 +
    Click on this title to display the "View Products" page for this item.<br>
 +
    At the top are three buttons:
 +
      <ol>
 +
      <li>Add a subcategory to Augustan Omnibus</li>
 +
      <li>Edit Augustan Omnibus</li>
 +
      <li>Add a product to Augustan Omnibus</li>
 +
      </ol>
 +
    Other titles work the same way.</li>
 +
    <li><em>Augustan Society Information Bulletin</em></li>
 +
    <li><em>Chivalry</em></li>
 +
    <li><em>Colonial Genealogist</em></li>
 +
    <li><em>Germanic Genealogist</em></li>
 +
    <li><em>Heraldry</em></li>
 +
    <li>Society Journal, which links to a list of the varied titles under which the Society's journal has been published.</li>
 +
    </ol>
 +
  <li>Recognition or Registration</li>
 +
  <li>Reprints</li>
 +
  <li>Subscriptions</li>
 +
  </ol>
 +
  <li>Add Category</li>
 +
  </ol>
 +
<li>Manufacturers</li>
 +
<li>Sizes</li>
 +
<li>Colors</li>
 +
<li>Orders</li>
 +
<li>Rates</li>
 +
<li>Admin Settings</li>
 +
</ol>
 +
<ol start="10">
 +
<li>How To...</li>
 +
</ol>
 +
 
 +
==Forms==
 +
 
 
==XIII. Organizations==
 
==XIII. Organizations==
 
==XIV. &#8862; "Squared Plus"==
 
==XIV. &#8862; "Squared Plus"==
  
−
Clicking on this icon displays a list of functions:
+
<p>Clicking on this icon displays a list of functions. Note that these can be reordered, so may not appear in the order shown.</p>
  
 
<ol type="A">
 
<ol type="A">
 
<li>Accounts</li>
 
<li>Accounts</li>
−
<li>Groups</li>
 
 
<li>Activities</li>
 
<li>Activities</li>
−
<li>Home</li>
 
 
<li>Articles</li>
 
<li>Articles</li>
−
<li>Households</li>
 
 
<li>Contact Search</li>
 
<li>Contact Search</li>
−
<li>Membership</li>
 
 
<li>Contacts</li>
 
<li>Contacts</li>
−
<li>Message</li>
 
 
<li>Data Import</li>
 
<li>Data Import</li>
−
<li>Opportunities</li>
 
 
<li>Documents</li>
 
<li>Documents</li>
−
<li>Organizations</li>
 
 
<li>Donations</li>
 
<li>Donations</li>
−
<li>Pages</li>
 
 
<li>Education</li>
 
<li>Education</li>
−
<li>Polls</li>
 
 
<li>Email</li>
 
<li>Email</li>
−
<li>Prospects</li>
+
<li>Groups</li>
 
<li>Events</li>
 
<li>Events</li>
−
<li>Reports</li>
 
 
<li>Expense Reports</li>
 
<li>Expense Reports</li>
−
<li>Sites</li>
 
 
<li>Forms</li>
 
<li>Forms</li>
 +
<li>Forums<br>
 +
Clicking on this word opens the "View Forums" admin page.<br>
 +
In the left column are several options:
 +
<ol>
 +
  <li>Create New</li>
 +
  <li>View Forums</li>
 +
  <li>View Categories</li>
 +
  <li>Manage Messages<br>
 +
  Click on this item to display the message moderation page. At the top, there are several tabs:
 +
  <ol>
 +
    <li>All</li>
 +
    <li>Approved</li>
 +
    <li>Pending<br>
 +
    Click on this tab to display the Pending Messages page.</li>
 +
    <li>Deleted</li>
 +
  </ol>
 +
  <li>Admin Settings</li>
 +
</ol>
 +
<li>Home</li>
 +
<li>Households</li>
 +
<li>Membership</li>
 +
<li>Message</li>
 +
<li>Opportunities</li>
 +
<li>Organizations</li>
 +
<li>Pages</li>
 +
<li>Polls</li>
 +
<li>Prospects</li>
 +
<li>Reports</li>
 +
<li>Sites</li>
 
<li>Store</li>
 
<li>Store</li>
−
<li>Forums</li>
 
 
<li>Transactions</li>
 
<li>Transactions</li>
 
</ol>
 
</ol>

Latest revision as of 16:14, 13 February 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
      1. Books, New
      2. Books, Used
      3. Insignia
      4. Magazines
        Click on this category to see a list of sub-categories. At present, this includes:
        1. Augustan Omnibus
          Click on this title to display the "View Products" page for this item.
          At the top are three buttons:
          1. Add a subcategory to Augustan Omnibus
          2. Edit Augustan Omnibus
          3. Add a product to Augustan Omnibus
          Other titles work the same way.
        2. Augustan Society Information Bulletin
        3. Chivalry
        4. Colonial Genealogist
        5. Germanic Genealogist
        6. Heraldry
        7. Society Journal, which links to a list of the varied titles under which the Society's journal has been published.
      5. Recognition or Registration
      6. Reprints
      7. Subscriptions
    2. Add Category
  4. Manufacturers
  5. Sizes
  6. Colors
  7. Orders
  8. Rates
  9. Admin Settings
  1. 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
      Click on this item to display the message moderation page. At the top, there are several tabs:
      1. All
      2. Approved
      3. Pending
        Click on this tab to display the Pending Messages page.
      4. Deleted
    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

---

  • [Main Web Site | back to Main Web Site]
  • [Web sites | back to Web Sites]
  • [Communications | back to Communications]
  • [Home Page | back to Home Page]
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