Difference between revisions of "CitySoft Admin Guide"
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<li>Email</li> | <li>Email</li> | ||
<li>Membership</li> | <li>Membership</li> | ||
| − | <li>Reports | + | <li>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>Functions may be selected from the left column. Click on [>>] to view.</p> |
<ol type="A"> | <ol type="A"> | ||
<li>Custom Reports</li> | <li>Custom Reports</li> | ||
<li>Standard Reports</li> | <li>Standard Reports</li> | ||
<li>Report Templates</li> | <li>Report Templates</li> | ||
| − | <li>Update Report Data | + | <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: <https://www.augustansociety.org/admin/index.cfm?fuseaction=dashBoard.showDashBoard&resetapplication=1></p | + | <p>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></p> |
<li>Usage Reports</li> | <li>Usage Reports</li> | ||
<li>Admin Settings</li> | <li>Admin Settings</li> | ||
<li>Help</li> | <li>Help</li> | ||
| − | </ol | + | </ol> |
<li>Donations</li> | <li>Donations</li> | ||
<li>Transactions</li> | <li>Transactions</li> | ||
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<li>Organizations</li> | <li>Organizations</li> | ||
<li>⊞ "Squared Plus"</li> | <li>⊞ "Squared Plus"</li> | ||
| − | + | ||
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Revision as of 14:03, 16 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
- Pages
- Contacts
- Events
- 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.
- Custom Reports
- Standard Reports
- Report Templates
- Update Report Data
- Usage Reports
- Admin Settings
- 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
- Forms
- Organizations
- ⊞ "Squared Plus"
- [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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