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.

1. Access

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

2. 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
3. Pages
4. Contacts
5. Events
6. Email
7. Membership
8. 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

   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>

   5. Usage Reports
   6. Admin Settings
   7. Help
9. Donations
10. Transactions
11. Store
12. Forms
13. Organizations
14. ⊞ "Squared Plus"


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