CitySoft Admin Guide
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.
Contents
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:
- Key Reports
- Recent Activities
- Recent Donations
- Recent Event Registrations
- Recent Forms
- Recent Individual Membership Registrations
- Recent Logins
- Recent New Store Orders
- Recent Organization Membership Registrations
- Recent Processed Store Orders
- Sites Overview
- Starred Reports
- Tasks and Activities
- Workflow Overview
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
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.
- Create New...
- Products
- Categories
- View Categories
- Books, New
- Books, Used
- Insignia
- Magazines
- Augustan Omnibus
- Augustan Society Information Bulletin
- Chivalry
- Colonial Genealogist
- Heraldry
- Society Journal
- Recognition or Registration
- Reprints
- Subscriptions
- Add Category
- Manufacturers
- Sizes
- Colors
- Orders
- Rates
- Admin Settings
Click on the down arrow [V] by "Categories" if needed to display two options:
This will display the "View Product Categories" list. At present, this includes:
Click on this category to see a list of sub-categories. At present, this includes:
- 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.
- Accounts
- Activities
- Articles
- Contact Search
- Contacts
- Data Import
- Documents
- Donations
- Education
- Groups
- Events
- Expense Reports
- Forms
- Forums
- Create New
- View Forums
- View Categories
- Manage Messages
- All
- Approved
- Pending
- Deleted
- Admin Settings
- Home
- Households
- Membership
- Message
- Opportunities
- Organizations
- Pages
- Polls
- Prospects
- Reports
- Sites
- Store
- Transactions
Clicking on this word opens the "View Forums" admin page.
In the left column are several options:
Click on this item to display the message moderation page. At the top, there are several tabs:
---
- [Main Web Site | back to Main Web Site]
- [Web sites | back to Web Sites]
- [Communications | back to Communications]
- [Home Page | back to Home Page]