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Connect user manual

1. Mark if you only want staff members to use Connect Inidcate how many months to keep logs Enter giving gate way information 2 Enter the Last Name of the Administrator Pick the appropriate person from the list 3 Click OK in the lower right to save this information Connect Connect Administrators Last First Nickname Staff Only Conlin David 0 O All data Access Log Months to keep Gateway Log Months to keep O O All data Giving Gateway Bluefin Gateway User Login avid ftestpass123 b37c1 1e1d83a8b8c032ff7342573869f 22061 4962361 Sandbox Gateway Password Gateway API Key Gateway Client Acct ID Staff Only If you only want staff members not the congregation to have access to Roll Call information you ll need to mark the Staff checkbox to set this preference Access Gateway Logs Roll Call will record in the access logs each time a person logs into Roll Call Connect Itis up to you to decide how long you wish to maintain those logs If you leave this preference as 0 access information will never be deleted If you set this preference to 2 for example it will keep 2 months of access information Roll Call will also track the people that access the gateway for online giving Itis up to your church to decide how long you wish to maintain this access information If you l
2. The final option for viewing giving history is to tap on the family members name Then tap on Giving to expand that section You will see the pie chart for this years giving Use the drop down to choose last year to view last years giving You may tap on the bar chart icon to view the information in a bar chart format Tap on the details icon to view a listing of each individual gift David Dave Details for 2015 iF 6 7 2015 3enera Cash David Amount 400 00 5 17 2015 Genera From the giving Personal Check 123 Kim Amount 100 00 display tap details 4 26 2015 Tithes icon to view list Address Check 123 Kim Amount 25 00 ing of all contri siving Do 2 15 2015 nera butions Check 123 Kim Amount 250 00 1 11 2015 Building Check Kim Amount 247 00 Attendance Groups Total 1 022 00 Groups There are several ways that you can access group information in Connect You can tap on the hamburger menu then tap on My Groups to view a list of groups that you are involved in Another way to access that information is to tap on your name from the list of family members then tap on Groups to view the list of groups View Group Details To view the details of the group tap on the name of the group You will be anchored on the information page for that group The group details will be displayed The information displayed for each group is determined by the Connect settings in Roll Call 47 From th
3. Logging into Roll Call Connect To access Roll Call Connect the user must login from your phone s browser The URL for the login page will be the ip address of the Roll Call Server machine followed by co for example http your ip address co Ideally that 1p address will be fixed and you ll have a Login link on your website pointing to that page If you have not created a Connect account yet you Il need to do that 1 Tap the NEW USER tab 2 Enter your Personal Email address 3 Enter your Last Name 4 Tap CREATE ACCOUNT Tap on NEW USER My Church Web Portal o HN Create a New Account Email Last Name Enter email and last name then tap CRE ATE ACCOUNT CREATE ACCOUNT 5 Ifthe system finds a match between that email address and last name you will receive an email with a link to set your password This person must be marked as a staff member in Roll Call for this functionality to be available to them 91 6 From your email program click on the link in the email It will take you to a page to set your password You are now ready to log in and start using Connect To log into Connect do the following Make sure you are anchored on the Login tab Enter your User Name email address Enter your Password Choose the App Format Phone Click LOGIN l Ze 3 4 gt Tap LOGIN My Church Web Portal Already a User Email Y kimaconley comcast net Enter email ad
4. David Conley Kim Conley iM Ema Stats Leaders Members Total Volunteers RECORD ATTENDANCE Email Options David Conlin Leaders Members Total Details Roster Attendance Leaders s David Conlin David Conley Kim Conley When does this meet 2nd Tuesday Wednesday June 17 2015 Visitors elect All Deselect Al Babson Christin Christin A Babson Stephen _ Conley Kim _ Conlin David Hart Carol CANCEL CONFIRM U Lahrs Tom U Lund Lorilynn U Martin Jeff J Martin Linda J Smith David Hart William Giving Online To make an online donation do the following 1 Click on the Donate Now menu icon on the left sidebar 2 Choose between a one time or recurring gift type 3 For one time gifts enter the following information a Enter the Amount of the gift b Enter the Fund that the gift should be designated to c Click the ADD button 4 For a recurring gift enter the following information a Select the Schedule type when you want the gift to re occur b Enter the specific date if applicable c Enter the Start Date d Enter the number of times you d like this gift to occur Leave this field blank 1f there is no end date Enter the Amount of the sift o My Church Welcome Kim Give Recurring Profiles History 1 Details Enter amount fund etc Enter type of Details One time Recurring gift amount Amount and fun
5. wednesday May 20 2015 ADD FAMILY MEMBER de S Y David Conley Conley Summary Giving for 2015 Total 25 00 25 00 Tithes tnes Attendance for 2015 Giving by Month for 2015 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec When you first log into Roll Call Connect or when you click on the MyFamily menu icon the list of family members will be displayed just to the right of the menu bar Click on any of the family members to view their details Update Profile General Information To update the personal profile information Click on family members name l Ze 3 4 Make sure you are anchored on the Personal tab Update the necessary information such as name birthday cell phone etc Click on the SAVE PROFILE button in the upper right KIM CONLEY wednesday May 20 2015 ADD FAMILY MEMBER David Conley Kim Conley Personal Mx E Ol o ple Ella First Name Kim Last Name Conley Gender Female Marital Status Married Work Phone Association Member Age 0 10 1 10 10 8080 co family famID Conl7 3XXXXX amp id 74 amp tab profile 17 Goes by Kim Date of Birth Family Position Wife Cell Phone 234 7 E Mail Changes to existing email will reset login kim bythebook com Baptized From the address tab you may change any of the address informa tion Click on ADD FAMILY MEM BER to add another person to this family Updat
6. Work Phone Association Date of Birth 68 24 190 Family Position Husband Cell Phone 15 985 7523 E Mail Changes to existing email will reset login david bythebook com Baptized Visitation Notes Visitation notes may be added or viewed in several different ways 1 From within a person s profile information 2 From the My Visits menu 35 From within the person s record tap on the visit tab Tap or click on ADD VISIT to enter the new visitation infor mation Enter the Last Name of the person you visited Enter visitation notes To enter visitation notes from an individual s record do the following l AT E R Type in the last name of the individual in the search box Select the appropriate family from the results box Tap or click on the individuals name from the family members list Tap or click on the Visits tab Tap or click on the ADD VISIT button Enter the Date of the visit Enter the Type of visit phone in person etc Enter the Notes for the visit Tap or click on the check mark to save this information DAVID CONLIN Tuesday June 16 2015 E Q VIEW ON MAP ADD FAMILY MEMBER sp Stephen aphen Babson x l Babson ADD NEW VISIT Husband i inf ra Christin A Personal Address Giving Groups Att_ w ance Visits Confidential nents Wife Claire Babson 10 wer page Youth Thomas Babson Child Adam Babson Child To enter visit
7. Combined All Funds All Departments Total Count All Funds in Budget 120 120 450 01 400 01 350 01 300 00 250 00 200 00 150 00 100 00 50 00 0 0 00 7 12 2015 Current lt Prev Current Current Birthdays Anniversaries O YTD 2 2 1 2 Today MOS IN This Week Next Week Last Week YTD Actual 0 00 3 500 00 Babson Steve July 29 Adams Walter amp Sue July 31 gt Budget 1 000 00 30 000 00 Egin Kim July 30 Variance 1 000 00 26 500 00 To remove a widget from your dashboard simply click tap on the trash can icon to the on the right side of the widget To modify your widget click or tap on the gear icon Enter the new preferences then press CONFIRM 94 Looking up a Family To look up a specific family tap on the Find Family option on the bottom of the page Or tap the hamburger menu in the upper left and choose Find Family Type the last name in the search box tap SUBMIT to view results Tap on the name of the person you d like to view details for Find Family i Find Family Enter last name then m f From the list of tap SUBMIT Search Criteria results tap on the name ofthe person you are searching for Johnson Contact information Once you ve selected a family from the search results you will see a list of family members Tap on one of the family members to view their profile information Tap on Personal to view personal profile type information like email cel
8. Number Enter the Expiration Month Enter the Expiration Year Enter the CSV code 10 Click CONTINUE At this point you may review your online gift If everything looks correct click SUBMIT If you need to make changes click EDIT GIFT SR church Continue SR church Continue Details Payment Details Payment Review Enter amount Enter billing Enter amount Enter billing Confirm and fund etc and contact fund etc and contact submit your nformation nformation gift Card Number 4444333322221111 Fund Amount General 50 00 JAN Total 50 00 Siration Year 18 CVV 123 Card Ending Review the gift information Tap Continue Comment Expires Bluefin EA church Details Payment Enter amount Enter billing fund etc and contact nformation Thank You Your gift has been received successfully You will receive a receipt via email shortly Please check your spam folder if it does not arrive Q i l i Bluefin Confirmation page is dis played Tap Done to leave this page 68
9. SHOW FILTER button Enter the first few characters of the name to reduce the list Tap on the specific person s name Their confidential comments will be displayed DAVID CONLIN Tuesday J ADD COMMENT Add New Comment SHOW FILTER Comment for Recorded Colbert Timothy 345 Magnum Ct Byron IL 61010 View confidential comments for a specific person To view comments from an individual s record do the following l AE A Type in the last name of the individual in the search box Select the appropriate family from the results box Tap or click on the individuals name from the family members list Tap or click on the Comments tab Their comments will be displayed Recording Attendance If you are the leader or administrator of a group you will be able to record attendance for the group To record attendance for the group do the following Click on My Groups Click on the magnifying glass for the specific group Click on the RECORD ATTENDANCE button Choose the date you are recording attendance for Mark the box for each person that was present If you had visitors attend the meeting that are not listed in your group enter that number in the Visitors box Click SAVE to record this information l P a 39 From within the group click or tap the RECORD ATTENDANCE button Mark the box next to the name of each person who attended Volunteers RECORD ATTENDANCE Email Options v David Conlin
10. Smith Marital Status Cell Phone Tara Smith Enter the profile Work Phone i information for the E Mail new family mem bers Tap SAVE when you are done Upload Picture To upload a profile picture for a person in the family do the following l La a 4 Tap on the name of the family member for which you d like to upload a picture Tap on the head image to the left of the person s name Navigate to the image file you d like to upload Click SAVE button Personal Address Giving Groups Tap on the head Attendance image to upload a picture 98 Add a New Family to Database From menu tap on Add Family To add a new family into Roll Call tap on the hamburger icon on the left side Choose the option to Add a Family This will bring up a form for you to enter the basic contact information for the head of the family Once you ve entered that information make sure to click or tap SAVE in the upper right of the window Add additional family members If there are additional family members to be added to the family click or tap the plus sign upper right portion of the window This will open up a form for you to enter the personal profile information for the additional family member Add Family i Dashboard OQ Find Family First Name Tom Add Family Goes by Tommy My Visit Last Name Carter 9 My Yomments Date of Birth mm dd yyyy Gender Male Family Position Husband ES Dona
11. in the To section Compose your email and click SEND To email all group members leaders or administrators do the following oe Click on My Groups Click on magnifying glass to the right of the group that the person is involved in Choose your selection in the Email Options drop down box Your email program will be displayed with the member s email addresses in the To section Compose your email and click SEND 34 Volunteers rom within a Email Options ty group choose g Leaders s David Conlin David Conley Kim Conley Email Members gt who youd like Email Leaders When does this meet 2nd Tuesday to email E David Conley Kim Conley Stats Leaders Members Total Getting Directions map To view a map of families address you ll first need to pull up that families profile information Do the following 1 Type in the last name of the family in the search box 2 Select the appropriate family from the results box 3 Click or tap on VIEW ON MAP 4 This will bring up your default maps program with the address highlighted DAVID CONLIN Tuesday June 16 2015 O VIEW ON MAP Tap view on map to see this family s address in your map program ADD FAMILY MEMBER F David Conlin Personal HS O CT lea First Name Taylor Conlin David David Chi d Husband DA i 3 Jacob Conlin Child Jerry Conlin Child Last Name Conlin Gender Male Marital Status Married
12. like to move on to the payment section 7 Enter the Card Number 8 Enter the Expiration Month 9 Enter the Expiration Year 10 Enter the CSV code 11 Tap CONTINUE 12 At this point you may review your online gift Ifeverything looks correct tap SUBMIT If you need to make changes Tap EDIT View Giving History There are several ways to view the giving information You can tap on the Summary link above the family members names That will take you to a graph of your giving history You can use the drop down to change from this year to last year You can also click on the icons for different chart types Another option for viewing giving information would be to click on the hamburger menu in the upper left Tap on My Giving A pie chart with this years giving is displayed Use the drop down to switch between This Year and Last Year s giving You can also click on the bar chart icon to view the information in a bar chart format or tap on the details icon to view a listing of each individual gift 46 Tap on My Giving to view giving history Tap onaa family member s name Then tap on giving to view giving history The graph that e is displayed To E Donate Now gt Giving A Pray view last years f My Family use the drop This Year O My Giving O gt moo down E My Groups gt Giving for 2015 Total 1 02W Change Password Change graph 5 User Settings gt type with these icons Log Out
13. to assign to that person You may highlight one or more staff at a time then drag and drop to the Enabled or Disabled box Edit Profiles drag the staff members name to the Enabled box under Edit Profiles 1f DAVID CONLIN Thursday April 23 2015 Permissions To set permissions drag staff member s to desired permission Configuration Staff Select All Deselect All Access Area Profiles Babson Stephen Dashboan Confidential Comments Admin View Only Edit Profiles Add Profiles Conley Kim View Only Disabled Disabled Conlin David Add People Edit Profiles Attendance Dri Giving Dt Enabled Enabled Note Disabling Edit Profile will override the ability to Add Profile and result in View Only Giving Detail Attendance Detail Disabled Disabled Enabled Enabled Group Detail Record Attendance Disabled Disabled Enabled Enabled From the visits tab drag the staff members name to the actions they can perform you d like them to be able to update profile information Add Profiles drag the staff member s name to the Enable box under Add Profiles 1f you d like them to be able to add members to a family Giving Detail drag the staff member s name to this permission 1f they are allowed to view contribution detail for the congregation Attendance Detail drag the staff member s name to this permission if they are allowed to view attendance detail for the congregation Gr
14. you are using Bluefin your donors will see an options for One Time or Recurring gift If you are using Paypal recurring is not an option For recurring gifts choose your schedule 1 Click on the Donate Now menu icon on the left sidebar 2 Choose between a one time or recurring gift type 3 For one time gifts enter the following information a Enter the Amount of the gift b Enter the Fund that the gift should be designated to c Click the ADD button Details Enter amount fund etc One time Amount Fund Details Amount Fund Bluefin 4 Fora recurring gift enter the following information 100 Building Enter the amount and designated fund Tap ADD a Select the Schedule type when you want the gift to re occur b Enter the specific date if applicable c Enter the Start Date sE church Continue Details Enter amount fund etc One time Recurring Schedule Detail Start Date Number of Payments Amount Fund Y Every Month on the 1st 08 20 2015 67 Enter credit card informa tion then tap Continue d Enter the number of times you d like this gift to occur Leave this field blank 1f there is no end date e Enter the Amount of the gift f Enter the Fund that the gift should be designated to g Click the ADD button Once you ve added all the gifts you d like to move on to the payment section Enter the Card
15. you to set which funds you will allow people to contribute to through your online giving system To configure your Giving Funds do the following 1 Expand the Contributions menu 2 Click on Giving Funds 3 Double click on one of your existing Funds or click the plus sign to add a new fund Mark the box for Connect if you d like donors to be able to contribute to that fund through online giving Mark the box for Include in Budget if this is a fund that should be counted toward the total giving amount Click SAVE amp CLOSE Login Account To begin using Roll Call Connect you must create a Login Account To access the login screen open the browser on your computer or mobile device Enter the IP address of your Roll Call Server machine as the URL For example http your ip address l via oe ie 6 Click on the NEW USER tab My Church Web Portal Create a New Account Email Last Name CREATE ACCOUNT Enter your Personal Email address Enter your Last Name Click SUBMIT You will receive an email at the address entered in step 2 that will allow you to set a password Click on the link in the email It will take you to a page to set your password You are now ready to log in and start using Connect Connect Settings Before you open up Roll Call Connect to your staff and congregation the Roll Call Connect Administrator should configure the Connect Settings These settings will affect appeara
16. An email will be sent with a link to update your password Change Password If you would like to change your password Log into Connect From the Gear button in the upper right of the page tap on the Change Password link Enter a new password Enter the new password again in the Confirm box Tap CONFIRM a le A Profile Information When you first log into Roll Call Connect a list of your family members will be displayed Tap on any of the family members to view their details All family members ai Summary are listed on the home page David Dave Conley Kim Conley Taylor Tay Conley Update Profile General Information To update the personal profile information Tap on family members name Tap on Personal to expand this section Tap on Edit in the upper right of the window Update the necessary information such as name birthday cell phone etc Tap save in the upper right to save your changes a a aa Update Address Information To update the address or family type information 1 Tap on any family members name 2 Tap on Address to expand this section 3 Tap on Edit in the upper right of the window 43 Tap on Personal to update any of that information Tap on plus sign to add a new person to this family 4 5 David Dave E David Dave Tap on Address to expand and up date that informa e Personal tion First Name vi Aa Goes by e Y View on Map Last Name Co
17. E E E EE E EE 45 PP E T E S OT E FEA A E O 47 USING CONNECT ON A PHONE STAFF MEMBERS ANN GAIA E N KER A EEFIN FESS F Noni 51 Setting Your Dashboard Widgets reports i sescaneasnsosssanzewnseticasannesennaredantcessantenseatnesaannasesnanemenoans 52 DOS Ay assests petiand ansteatadensesutadnadinnsautstcanas EEE E thei nalnnosutenaeiaseatan siege tiadeatnnaneiaes 55 Updating Family Information os ccs arsenncastatensacanadnentratunsaaasadeeastabinsanteadnanerohinsaeisatesdtabuesagteatnanneste 57 Add a New Family t Database AAA O arabica ata waters Mee OI Abd setene senai riisi 59 BS 0 0 BA ERE E E O O A E E E 59 pe Direccions MAP AAA EE EREE Er AAEE 6l VU OT NOO RN o E EE NE 62 COMIC MCL C onmin NiS AA o E E 64 Recor mna a AAA e oo o e EU OO R ER OE 65 EA cienmapuontaasans sensed E E E EE 67 SETTING UP ROLL CALL CONNECT The Roll Call Connect user manual will walk you through setting up Roll Call Connect and using the web interface This manual assumes you are already familiar with Roll Call For more information on installing Roll Call entering people contributions or groups see the Roll Call User Manual Roll Call Preferences From preferences window highlight Connect Click the plus sign to add a Connect administrator Then enter last name and pick from the list V onnect There are several Roll Call Preferences that must be configured to use Connect To navigate to the preferences area for Connect do the foll
18. Giving menu option ao fF amp e f g Once AA a Se Enter the Start Date is no end date Enter the Amount of the gift Select the Schedule type when you want the gift to re occur Enter the specific date 1f applicable Enter the number of times you d like this gift to occur Leave this field blank if there Enter the Fund that the gift should be designated to Click the ADD button you ve added all the gifts you d like to move on to the payment section Enter the Card Number Enter the Expiration Month Enter the Expiration Year Enter the CSV code 0 Click CONTINUE 1 At this point you may review your online gift If everything looks correct click SUBMIT If you need to make changes click EDIT GIFT View Giving History There are two methods to get to the giving history page The first method would be to click on the MyGiving menu icon on the left side bar The second option is from the profile page click on the Giving tab 10 1 10 10 8080 co KIM CONLEY wednesday May 20 2015 ADD FAMILY MEMBER David Conley Husband Adc ass Giving Groups First Name Kim Last Name Gender Female Marital Status Married Work Phone Association Member family famID Conl73XXXXX amp id 748tab profile Goes by Kim Date of Birth Family Position Wife Cell Phone E Mail Changes to existing email will reset login kim bythebook com Baptized On t
19. If you are the leader or administrator of a group you will be able to record attendance for the group To record attendance for the group do the following 1 Click on My Groups 2 Tap on the group you wish to record attendance for 65 From the menu tap on My Groups Tap Record Attendance in the bottom section Joseph Joe Dashboard O Find Family Personal Add Family amp My Visits Address Tap on the group youd like to re cord attendance Groups for My Comments Giving Servers Conklin EJ My Groups Do Conley Small Group Congregation Change Password Attendance gt User Settings i Dashboard Tap Record Attendance at the bottom Choose the date you are recording attendance for Mark each person that was present If you had visitors attend the meeting that are not listed in your group enter that number in the Visitors box 7 Tap CONFIRM in the upper right to save the attendance O A Conley Small Group Cancel Record Attendance Confirm E Mark those that Visitors are were present Total Abbott Aaron O Email Members Select All Deselect All Ma i Adams Walter Walt Abbott Aaron Adams Walter Walt Barker Barker Kimberly Kimmy Barker Kimbe i Cole Tim E Mar 15 Q Email 9 a Con David Cole Tim Smith David E Aug 24 Q Map Smith Joseph Joe 66 Giving Online To make an online donation do the following If
20. R Babson Claire 423 Apple Way Byron IL 61010 Visit for Recorded Duration Colbert Timothy 345 Magnum Ct Byron IL Smith William 00 W Black Byron IL 61010 View visitation notes for a specific person To view visitation notes from an individual s record do the following l a Type in the last name of the individual in the search box Select the appropriate family from the results box Tap or click on the individuals name from the family members list Tap or click on the Visits tab Their visitation notes will be displayed Confidential Comments Confidential comments may be added or viewed in several different ways l From within a person s profile information 2 From the My Comments menu Enter confidential comments To enter confidential comments from an individual s record do the following l Ze J Type in the last name of the individual in the search box Select the appropriate family from the results box Tap or click on the individuals name from the family members list 37 Tap or click on the Comments tab Tap or click on the ADD COMMENT button Enter the Date of the comment Enter the Comments Tap or click on the check mark to save this information oo ea DAVID CONLIN Tuesday june 16 2015 SEND EMA VIEW ON MAP E ADD FAMILY MEMBER F Stephen onate Now Stephen Babson E l Babson ADD NEW COMMENT O Husband ers Christin Christin A IES NT EN Eso nfidential C
21. RollCall Connect v1 3 User Manual o8BBERREB 2 g 5 Today KN This Week This Y rey te SB mae 055 OD ick or Ona ann Bor 4 BOOK Software for Churches amp Nonprofits Table of Contents SETTING UP ROLL CALL CONNECT Gs e eaten 3 POTS COHN A E T E E E OE T A EE E E ES 5 POU NS IP e e nn O 5 GV Fond CLOG cnn accio ta 1 LO TC COUN ea E E E EE E E E EERE A E E O 8 PPP PE 00 PEI 8 USING CONNECT TABLET DESKTOP CONGREGATION Logone Tito Rol A Eanes cee scarce irc cegscaaneen dasoadaaaasaassaecatecescaaemeaseooesenaanaes 15 PAQUIN YE Coosa Pe A E 16 PO MIG ial PUN ANON PM e Pe OO Eq OO II AE EE R E OEE 17 CORU IDO O era E e 5 19 PP o e a 22 USING CONNECT TABLET DESKTOP STAFF MEMBERS Logging mto ARI A N PP e o EA A 23 Setting Your Dashboard Widgets reports ssseseeeeeeressssssssssssssssssseeerereeesssssssssssssseseeeereeeeee 26 MeO WAT AI ce scart e roo 29 Updating Family Information oe ccsicssatecrssrtcettadnatiensatstcanis satan sanimesthadpatnnanetenaaiassaton reis isa 31 Adda New Family to Database mucrsnsarabun osito cao dit caras 33 SAA EE E 0 Reece E E EE ERS 34 pe tle DiC CHO MS MAP AM e PRA A III A 35 VO N OE a EE A E E ET A E EE E sin aeo 35 Conndential C GIANG MUS eseina e e 37 Recordimo A E ere r EE E EE E E E 39 Gru AAA e E Po 40 USING CONNECT ON A SMART PHONE CONGREGATION Logeme mto Roll Cal NC sssrini RE ne ERE n R aad NSE Sa TERS 42 aca AAA E EE E EE E 43 CONDONO e E E E E o
22. access to additional functionality in Roll Call Connect 1 Log into Roll Call as Administrator or Director 2 Expand the People menu 3 Click on Search Profiles 4 Enter the Last Name of a staff member and double click on their record t People Babson Stephen E p FE A E S 2 Mark the box for Print Email Text Letters Labels First Previous Next Last Stats staff for staff mem Family Members EX No 5 Env No 0 Barcode 50 Badge No 0 Entered 1 14 2015 Modified 4 23 2015 Confirmed 00 00 00 gt J b dut Stephen Babson Profile Photo Title First Name Nickname Middle Name LastName Suffix Maiden Name ers Uat w1 e 8 asin A Babson M Stephen Stephen la Babson using Connect RC TE wEamily Position Gender Marital Status Spouse Association Thomas Babson i E Husband E Married Christin Active Head of Family Yrs Personal eMail 8 5 1978 36 steve bythebook com meed Cell Phone Carrier Work Phone ext 4 Unlisted v Unlisted _ Exclude from Directories Profile Information Adam Babson e Birth Date Family Info a Primary Address Alt Address Notes Salutations Additional Phones Giving i Street 423 Apple Way i More Add Pledges i i A Custom Fields City St Postal Byron JE Significant Dates 2 N Groups Bad Address Do not send mail Unlisted Address Keywords Primary Phon
23. age will be the 1p address of the Roll Call Server machine followed by co for example http your ip address co Ideally that ip address will be fixed and you ll have a Login link on your website pointing to that page If you have not created a Connect account yet you Il need to do that 1 Click on the NEW USER tab 2 Enter your Personal Email address 3 Enter your Last Name 4 Click SUBMIT My Church Web Portal A An email has been sent to your email address Click on the link in the email to reset your password ia jiji T Create a New Account Email kim bythebook com Last Name Conley CREATE ACCOUNT 5 Ifthe system finds a match between that email address and last name you will receive an email with a link to set your password This person must be marked as a staff member in Roll Call for this functionality to be available to them 6 From your email program click on the link in the email It will take you to a page to set your password You are now ready to log in and start using Connect 25 From the Login tab enter your email address and password To log into Connect do the following Make sure you are anchored on the Login tab Enter your User Name email address Enter your Password Choose the App Format Desktop Tablet Click LOGIN ar a My Church Web Portal Already a User Email Password App Format Tablet Desktop Forgot Password If
24. ance h Staff Select All Deselect All Access Area Dashboard Babson Stephen Dashboard Profiles Visits Confidential Comments Admin None Enabled Disabled Conley Kim All Widgets All Widgets All Widgets Giving Widget Giving Widget Attendance Widget Attendance Widget Combined Widget Combined Widget Birthdays Widget Birthdays Widget Anniversaries Widget Anniversaries Widget YTD Giving Widget YTD Giving Widget All Widgets gives the staff member access to all dashboard reports Giving Widget gives the staff member access to the weekly giving totals report This graph displays all giving by week It can be configured by fund as well Attendance Widget gives the staff member access to the attendance report This report outlines the headcount for all attendance by week It can be configured to display only group or service attendance It can also be configured to display only attendance for certain departments Combined Widget gives the staff member access to a report which graphs both attendance and giving data Birthdays Widget gives the staff member access to a list of folks who have an upcoming birthday Anniversaries Widget gives the staff member access to a list of folks who have an upcoming anniversary YTD Giving Widget gives the staff member access to a report that outlines actual giving vs budget 2 On the Profiles tab d ADDE a Drag the name of the staff member onto the permission you d like
25. ange C Mark the box for Required for each field that you d like to be mandatory d Drag and drop the field to the position you d like them displayed on the web page 4 In the Address Fields section d Mark the box for Display each field you d like displayed on the Profile page b Mark the box for Editable for each field you d like the user to be able to change 10 DAVID CONLIN Thursday April 23 2015 e For each field Permissions 2 Profile Fields Drag fields to arrange order Reset to Defaults check if the field TEBI h lens First Name Display Editable Required should be dis Appearance played editable and required Goes by Display Y Editable Required Last Name Display Editable 4 Required 4 Birth Display Y Editable 4 Required Gender Display Y Editable 4 Required L Family Position Display Y Editable Required Y Marital Status Display Y Editable 4 Required Cell Phone Display 4 Editable 4 Required L Work Phone Display Y Editable 4 Required E Mail Display Y Editable Required Association Display DAVID CONLIN Thursday April 23 2015 oe Scan A Display Editable Required down the page gg Nom acid you ll come to the address sec Carrier Display Editable Required address Fields Drag fields to arrange order tion Mark the fields as view ni Address 1 Display Editable Y y editable and Address 2 Display Editable 2 required City Displa
26. ation notes from My Visits do the following l 2 3 Click or tap on the My Visits menu on the left You are now on the Add Visit window Enter the last name of the person you have visited Choose the appropriate person from the list DAVID CONLIN Tuesday June 16 2015 ES RECENT SEARCHES v ADD VISIT Add New Visit SHOW FILTER Babson Claire 2y Byron IL 61010 Visit for Recorded Duration 4578 Gartner Stillman Valley IL 61009 gt e Lahrs Tom E 6 16 2015 Colbert Timothy ee 345 Magnum Ct Byron IL 61010 Smith William Be 00 W Black Byron IL 61010 ea Enter the Date of the visit Enter the Duration of the visit Enter the Type of visit Enter the visitation Comments Click or tap the SAVE button to save this information Look up visitation notes entered To view the notes that I have entered do the following l A List of all the visita tions you entered Click SHOW FILTER to open up search box to search by name Click or tap on the My Visits menu on the left A list of the people who have visitation notes that you ve entered are listed on the left side If you need to filter that list of people tap or click on the SHOW FILTER button Enter the first few characters of the name to reduce the list Tap on the specific person s name Their visitation notes will be displayed DAVID CONLIN Tuesday june 16 2015 RECENT SEARCHES See Add New Visit SHOW FILTE
27. ctual 540 00 4 718 51 Budget 10 000 00 240 000 00 Variance 9 460 00 235 281 49 Contact information ADD NEW WIDGET f Birthdays Once you ve selected a family from the search results you will see a list of family members on the left side of the window Click or tap on one of the family members to view their profile information The first page will have personal profile information on it for example birthday personal email and cell phone number To view the address information or home phone number tap or click on the Address tab DAVID CONLIN Tuesday june 16 2015 ADD FAMILY MEMBER Babson Summary Stephen Babson Husband Z info bythebook com i Giving for 2015 Total 1 050 00 Christin Christin A Babson Claire Babson Youth fh Thomas Babson Child Adam Babson Child E Building General Tithes attended 10 1 10 10 8080 co family famID BabsSXXXXX amp id 7 amp tab prof 29 Giving by Month for 2015 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Attendance for 2015 DAVID CONLIN Tuesday june 16 2015 O VIEW ON MAP ADD FAMILY MEMBER Tap on family onate Now Stephen Babson pubs NW members name to get to their profile aaa a e Wife P 8 Claire Babson Stephen Stephen Youth a a Last Name Date of Birth Gender Family Position Male Husband Tap on address tab a in Marital Status Cell Phone to view address sii fam
28. d dei Amount General e 100 00 Enter payment information Payment Information Card Number Expires Expiration Year FEB Comment CONTINUE gt f Enter the Fund that the gift should be designated to g Click the ADD button Once you ve added all the gifts you d like to move on to the payment section Enter the Card Number Enter the Expiration Month Enter the Expiration Year 9 Enter the CSV Code 10 Click CONTINUE 11 At this point you may review your online gift Ifeverything looks correct click SUBMIT If you need to make changes click EDIT GIFT eo A 41 USING CONNECT ON A SMART PHONE CONGREGATION Members of your staff and congregation will be able to do the following in Roll Call Connect oP le View and update their contact information View their giving history Make online contributions View groups they are involved in View a roster of group members Record attendance for a group if they are the leader or administrator for that group Based on your church s Roll Call settings some of these functions may not be available Logging into Roll Call Connect To access Roll Call Connect the user must login from a web browser The URL for the login page will be the 1p address of the Roll Call Server machine followed by co for example http your ip address co Ideally you will create a domain and point it to that 1p address Please see the Connect Admin Guide for more inf
29. day june 16 2015 VIEW ON MAP ADD FAMILY MEMBER F Stephen Stephen Babson gt Babson Husband reo Christin A SS Giving MAC oo Wife Claire Babson ee PDF STATEMENT homas Babson Child Giving for 2015 Total 1 050 00 Giving by Month for 2015 Adam Babson Child Building General Tithes Attendance History Once you ve selected a family from the search results you will see a list of family members on the left side of the window Click or tap on one of the family members to view their details To view their attendance history click or tap the Attendance tab DAVID CONLIN Tuesday june 16 2015 RECENT SEARCHES SEND EMAIL VIEW ON MAP ADD FAMILY MEMBER F A Stephen Stephen Babson A Babson Husband aa Christin A Ie Attendance MUSIC ull R e ntsc Wife Claire Babson Youth Thomas Bak Attendance for 2015 Adam Babson ER Child Click for Details a Y ao c w P a lt un Xx v Jan Feb Mar Apr May Jun Jul Aug el 5 10 2015 Babson Stephen Conley Life Group 4 26 2015 Babson Stephen Conley Life Group 4 19 2015 Babson Stephen Conley Life Group Updating Family Information To update contact information add a new family member or upload a picture you ll first need to pull up the person s record To do that type in the first few characters of their last name in the search box Click or tap on their name from the search results lis
30. dress Password and password then tap LOGIN App Format Forgot Password Forgot Password If you have created a Connect username but have forgotten you password simply click on the Forgot Password link from the login screen You ll be prompted to enter your email address and last name Enter that information and click SEND LINK An email will be sent with a link to update your password Change Password If you would like to change your password Log into Connect From the hamburger menu in the upper left tap on the Change Password option Enter a new password Enter the new password again in the Confirm box Tap CONFIRM oe I Setting Your Dashboard Widgets reports There are a variety of reports or widgets that can be displayed on your home page once you log into Roll Call Connect Each staff member will have the opportunity to customize their dashboard to display the widgets they are interested in The permissions set for each staff user will dictate which widgets will be available for them to choose To add widgets to your dashboard do the following 1 Tap on the ADD WIDGET button 2 On the configuration page tape in the Widget field choose the type of report from the list Tap the in the widge field then choose from the list that is dis played Giving Attendance Combined Birthdays Anniversaries YTD 99 Give the widget a Title 4 Choose the Width for the report You wi
31. e Visits 815 678 8989 7 Unlisted Family eMail SSS Background Chk g Alt Phone Shepherd Area Mr Jones v Correspondence Attendance Optional Mailing Name Lo Checkin Settings Family No Wedding Date Comments 101 00 00 00 lt Delete Person Cancel Save amp New Save amp Close 5 Mark the checkbox for Staff 6 The system will ask if you want to make this person a Connect Administrator Answer yes or no 7 Click SAVE amp CLOSE to save this information The other piece of vital information in a person s record is their personal email address The email address will be used as the username for anyone to log into Connect Confirm that personal email addresses are present and valid for all folks that wish to use Connect Also make sure there are not 2 or more people that use the same email address Group Settings If you d like group information to be available in Connect there are some settings in the Group screen that must be configured To configure a group do the following 1 Log into Roll Call as Administrator or Director 9 From within the Group click on the Connect tab for group specific settings eB 02 amp Email Text Letters Labels First Previous Nex Leader Group ID 20 Group Type Life Group Address Co Leader Depa ag Adult a E Frequency 0 Weekly Random Start Date 1 15 2015 When does _ this meet End Date 00 00 00 Group Sta
32. e Address Information To update the address or family type information 1 Click on any family members name 2 Click on the Address tab 3 Update the necessary information such as address home phone or family email address 4 Click on the SAVE PROFILE button in the upper right Ca KIM CONLEY wednesday May 20 2015 EJ ADD FAMILY MEMBER Kim Conley Conley usband Kim Conley Wife ACQhpess Giving Groups Attendance SA Address 2 State Province Byron Postal Code Family E Mail kim bythebook com Primary Phone Primary Phone 2 Wedding Date Add New Family Member To add a new person to your family do the following 1 Click on the ADD FAMILY MEMBER button 2 Enter the information about this person name gender birthdate etc 3 Click SAVE PROFILE button in the upper right KIM CONLEY wednesday May 20 2015 oe Dba MEMBER New SAVE PROFILE Family Member First Name Goes by Last Name Date of Birth Family Position Adult Marital Status Cell Phone Work Phone Upload Picture To upload a profile picture for a person in the family do the following 1 Click on the name of the family member for which you d like to upload a picture 2 Click on the head image to the left of the person s name 3 Navigate to the image file you d like to upload 4 Click SAVE PROFILE button 18 Click here to upload a picture Enter type of gift amount and fund Enter paymen
33. e list of groups tap on the group name to view the details Tap on Roster icon to view group mem bers Volunteers Group details Personal Leaders s David Conlin David Dave Con Conley Address When does this meet 2nd Tuesday Giving Groups Volunteers Leader Electronic Directory Annual Meeting Look up Group Roster To view a list of people that are involved in the group tap on My Groups from the hamburger menu in the upper left Tap on the group name Tap on the roster icon looks like a head This will display all the group members their birthday an email link map link and cell number The pictures of the group members may also be displayed by marking the box Load Roster Photos The Roll Call Connect settings will determine if the Roster is available to all group members or just the leaders and administrators of the group Volunteers Volunteers Roster for this group Leaders s David Conlin David Dave Conley Kim Conley aa Christin Christin A Jan a When does this meet 9 Map 2nd Tuesday Babson Stephen E Aug 5 Email Map Conley Kim 815 234 7530 Ema on Conlin David E Aug 24 8 Map to Group Members Home To view a list of people that are involved in the group tap on My Groups from the hamburger menu in the upper left Tap on the group name Tap on the roster icon looks like a head This will display all the group members their birthday an e
34. eave this preference as 0 gateway logs will never be deleted If you set this preference to 3 for example Roll Call will maintain 3 months of gateway logs Giving Gateway The next preference is necessary if you will be using Online Giving through Roll Call Connect Connect Connect Administrators N Last First Nickname Staff Only Conlin David 0 O All data Access Log Months to keep Gateway Log Months to keep O O All data Giving Gateway Bluefin Gateway User Login avid ftestpass123 03701 1e1d83a8b8c032ff7342573869f 220614962361 Gateway Password Gateway API Key Gateway Client Acct ID Sandbox To set up this gateway information do the following 1 On the right side of the preference window you ll notice the fields for the Giving Gateway information Use the drop down to select your churches Online Giving Provider Enter your Gateway Username Enter the Gateway Password Enter the Gateway API Key provided to your church If you will be using the merchant account sandbox to test things out click on the Sandbox checkbox Make sure to uncheck this when you want to go live 6 Click OK to save this information AO Profile Settings There are several key pieces of information that will need to be set in the People profile screen If a person is on staff at the church you will want to check the box for Staff This will give them
35. ecord attendance for the group do the following 1 Tap on my Groups from the hamburger menu in the upper left Volunteers 2 Babson Christin Christin A Conley Kim z Ema q Map Conlin David B Aug 24 815 085 7523 Cancel Record Attendance Confirm Visitors 2 present Total 11 Select An Deselect All Babson Christin Christin 4 Members Babson Stephen Conley Kim Conlin David Hart Carol Hart William 49 To email all leaders members tap Email Mark all those a ee oe Tap on group name Tap on the RECORD ATTENDANCE in the lower right Choose the date you are recording attendance for Mark each person that was present If you had visitors attend the meeting that are not listed in your group enter that number in the Visitors box Tap CONFIRM to record the attendance data 50 USING CONNECT ON A PHONE STAFF MEMBERS In addition to the functionality available to your congregation staff members will have access to additional information and functionality View various attendance and contribution summary reports Look up contact information for families in your congregation Add additional families to Roll Call Update profile information for your congregation Email folks in your congregation Enter and view visitation notes Enter and view confidential comments ee ee Pe Based on your church s Roll Call settings some of these functions may not be available
36. eneral 250 00 Check 123 Tithes 25 00 5 17 15 Check 123 General Ls 100 00 Total 622 00 This report includes a good faith estimate of the value of any goods or services you received in exchange for any individual contribution If no value is listed this means that no goods or services were provided or their value was insignificant or consisted entirely of intangible religious benefits If you received goods or services in return for your contribution the deductible portion of your contribution is the amount by which it exceeds the value of the goods or services received in retum as noted above This is not a bill or statement 21 Groups Click on groups tab or My Groups menu to view details Click on mag nifying glass to view group details Click on Roster tab to view all folks enrolled in this group To view a list of groups that you are involved in click on myGroups from the left side menu or from your profile page click on the groups tab A page will be displayed that shows each group you are in the leaders where and when the group meets View Group Details To view the details of the group click on the magnifying glass to the right of the group name or click on the group name The group details will be displayed The information displayed for each group is determined by the Connect settings in Roll Call KIM CONLEY wednesday May 20 2015 ADD FAMILY MEMBER K m David Conley Conley Hu
37. f families that have an anniversary today this week and next week When you click on the number you will get a list of the couples and their anniversary YTD The YTD widget will compare actual giving to budgeted giving The first column will display last weeks giving figures The second column contains Year to Date totals and budget amounts Examples of S Birthdays Y Anniversaries sole the Birthday Anniversay and ee YTD widgets Actual 540 00 4 718 51 Budget 10 000 00 240 000 00 Variance 9 460 00 235 281 49 To remove a widget from your dashboard simply click tap on the trash can icon to the on the right side of the widget To modify your widget click or tap on the gear icon Enter the new preferences then press CONFIRM 28 Looking up a Family To look up a specific family start typing their last name in the search box found underneath your user name in the upper left portion of the window As you start typing several letters the system will display a list of families whose last name starts with those characters Click on the specific family in the list to view their detailed information Enter the first few characters of the last name to get search results Tap on the name in the results list to view their information Families home page with list of family members DAVID CONLIN Tuesday june 16 2015 b al Babson 423 Apple Way Byron Ballard Y Anniversaries All Campuses Today A
38. for 23 5 Mark the box for each person that was present 6 Ifyou had visitors attend the meeting that are not listed in your group enter that number in the Visitors box 7 Click CONFIRM to record this information Volunteers RECORD ATTENDANCE Wednesday May 13 2015 CANCEL CONFIRM Email Options Visitors 0 Select date then mark folks who were present David Conley Select All Deselect All Babson Christin Christin A U Lahrs Tom Kim Conley des nikia Babson Stephen Lund Lorilynn Stats Leaders Conley Kim J Martin Jeff Members _ Conlin David O Martin Linda Total Hart Carol Smith David J Hart William 24 USING CONNECT TABLET DESKTOP STAFF MEMBERS In addition to the functionality available to your congregation staff members will have access to additional information and functionality View various attendance and contribution summary reports Look up contact information for families in your congregation Add additional families to Roll Call Update profile information for your congregation Email folks in your congregation Enter and view visitation notes Enter and view confidential comments ee ee Pe Based on your church s Roll Call settings some of these functions may not be available Logging into Roll Call Connect From the New User tab enter your email and last name To access Roll Call Connect the user must login from a web browser The URL for the login p
39. he SAVE PROFILE button in the upper right DAVID CONLIN Tuesday june 16 2015 ADD FAMILY MEMBER Husband DL Christin Christin A Babson ea Address 1 Claire Babson Adam Babson Child Primary Phone Wedding Date Add New Family Member Stephen Stephen Babson Es Babson Address Giving Groups Attendance Visits Confidential Comments O VIEW ON MAP Address 2 State Province Family E Mail Primary Phone 2 To add a new person to the family do the following 1 Click on the ADD FAMILY MEMBER button 2 Enter the information about this person name gender birthdate etc 3 Click SAVE PROFILE button in the upper right 32 Click on ADD FAMILY MEM BER to add additional family members Tap on image to upload a picture Upload Picture To upload a profile picture for a person in the family do the following Click on the name of the family member for which you d like to upload a picture Click on the head image to the left of the person s name Navigate to the image file you d like to upload Click SAVE PROFILE button l Le En 4 DAVID CONLIN Tuesday June 16 2015 ADD FAMILY MEMBER F Stephen Babson Husband sband Z info bythebook com Christin Christin A Babson Thomas Babson Adam Babson VIEW ON MAP Christin Christin A Babson N Personal Eae Giving Groups Attendance Visits Confidential Comments First Name Goes by Christi
40. he giving history page there will be 2 charts The pie chart will summarize this year s giving information by fund The bar chart summarizes the giving information by month To change the view from this year to last year use the drop down box in the upper left corner Scroll down below the charts to view the detailed list of contributions 20 Print a Contribution Statement To print a giving statement for this year or last year do the following 1 Click on MyGiving menu on the left sidebar 2 Choose the applicable timeframe this year or last year 3 Click on the PDF STATEMENT button 4 Apdf file will be downloaded to your computer 5 Open that file and print it Click to print KIM CONLEY wednesday May 20 2015 giving state i ADD FAMILY MEMBER Kim ment E Conley Kim Conley Personal Addres gt ta Groups Attendance Giving for 2015 Total 622 00 Giving by Month for 2015 Giving details listed below sum mary charts Building General Tithes Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 5 17 15 General Check 123 100 00 4 26 15 Tithes Check 123 25 00 Sample giving statement Giving 2015 My Church My Church Kim amp David Conley EIN 1234 5678 9479 N Woodgate Ln 418 W Blackhawk Byron IL 61010 Byron IL 61010 Giving Summary Fund Building General Tithes Giving Details Date Type Designation Amount Check Building 247 00 Check 123 G
41. ilable Logging into Roll Call Connect To access Roll Call Connect the user must login from a web browser The URL for the login page will be the 1p address of the Roll Call Server machine followed by co for example http your ip address co Ideally that ip address will be fixed and you ll have a Login link on your website pointing to that page From the New User tab enter your email address and last name If you have not created a Connect account yet you Il need to do that l 2 3 4 Click on the NEW USER tab Enter your Personal Email address Enter your Last Name Click SUBMIT My Church Web Portal Create a New Account Email kim bytheook com Last Name CREATE ACCOUNT If the system finds a match between that email address and last name you will receive an email with a link to set your password If the system does not find a record in Roll Call with that email and last name the user will be prompted for additional information After this information is filled out and submitted the user will be sent an email with a link to create a password From your email program click on the link in the email It will take you to a page to set your password You are now ready to log in and start using Connect To log into Connect do the following l 2 Make sure you are anchored on the Login tab Enter your User Name email E From the login tab enter your username and pass
42. ily informa Work Phone E Mail Changes to existing email will reset login tion Association Baptized 10 1 10 10 8080 co family famID BabsSXXXXX amp id 5 tab profile Group Involvements Once you ve selected a family from the search results you will see a list of family members on the left side of the window Click or tap on one of the family members to view their details To view the groups they are involved in click or tap the Groups tab To view the details of that group tap the magnifying glass to the right of the group name DAVID CONLIN Tuesday june 16 2015 v SEND EMAIL y Q VIEW ON MAP ADD FAMILY MEMBER Stephen Stephen Babson Babson Husband tab to view this Wife 3 Add Family ns 10 Groups Per Page persons group involvements Thomas Babson SE Volunteers Conley Life Group Adam Babson di e Meets 2nd Tuesday Leaders Tom Lahrs Meets Sun 7PM Electronic Directory Leaders Stephen Babson Giving History Once you ve selected a family from the search results you will see a list of family members on the left side of the window Click or tap on one of the family members to view their details To view their giving history click or tap on the Giving tab Depending on your user permissions this tab may or may not be available 30 From the giving tab you can view summary graphs or scroll down to view details From the atten dance tab you can view atten dance history DAVID CONLIN Tues
43. l phone birthdate Tap on Address to view the address or family type information lt E Joseph Joe Joe Edit E Joseph Joe Joe Edit From the indi l To view address viduals profile G tap on personal information tap on address Personal Personal y n from individuals First Name Joseph Address profile Goes by Joe Joe l Q View on Map Last N Smith mint on Address 1 300 Main St Date of Birth 8 26 1961 amit Address 2 PO Box 100 Male sania City Anytown Family Positio Husband ri State Province IL Marital Stat Married ee Postal Code 61010 Cell Ph 815 234 7530 l l l re Family E Mail kim bythebook com Work Phone 303 543 1234 l p Primary Phone 303 555 1212 E Mail kimaconley comcast l a Primary Phone 2 AAA j Q ZN 70 s O gt D o w H 55 Giving Once you ve selected a family from the search results you will see a list of family members Tap on one of the family members to view their details To view their giving history tap Giving Depending on your user permissions this tab may or may not be available Tap giving from within a profile to view giving history information Giving for 2014 Total 14 250 00 Brazil Mission Building General Operating Fund E Tithes Groups Once you ve selected a family from the search results you will see a list of family members Tap on one of the family members to view their details To view the groups they are involved i
44. ll have a choice to display 4 8 or 12 weeks for the Giving Attendance Combined and YTD widgets 5 Choose the Display Type and Color 6 Enter any specific criteria based on the type of widget For example on the Giving Widget you can specify certain funds 7 Tap CONFIRM to add the widget to your dashboard The following are the different types of widgets reports that are available Giving The Giving widget will display weekly giving totals for all funds or giving for one specific fund Attendance The Attendance widget will display weekly head count or people count totals for the week You can further define 1t for a specific campus attendance type service or group and department Combined The Combined widget graphs both attendance and giving data You can further define it for a specific campus and fund Birthdays The Birthday widget will display how many people have a birthday today this week and next When you click on that number you will get a list of the people and their birthday Anniversaries The Anniversary widget will display the number of families that have an anniversary today this 93 week and next week When you click on the number you will get a list of the couples and their anniversary YTD The YTD widget will compare actual giving to budgeted giving The first column will display last weeks giving figures The second column contains Year to Date totals and budget amounts SM O Attendance O
45. lowing l 2 3 4 Di 6 1 8 9 l Tap on my Visits from the hamburger menu in the upper left Tap on the plus sign in the upper right Enter the last name of the person you are entering the notes for Tap on SUBMIT Tap on the name of the specific person Enter the Date of the visit Enter the Duration of the visit Enter the Type of visit Enter the visitation Comments 0 Tap the SAVE button at the bottom of the page 62 My Visits i Dashboard Hart Cheryl O Find Family via Add Family Baker Salley E My Visits Go My Comments Walla Josh GD Tap on plus sign to add another o visit record Tap My Visits A from menu Donate Now My Family My Giving EJ My Groups 2 Change Password User Settings Oc S Dashbos Des Look up visitation notes entered To view the notes that I have entered do the following 1 Choose My Visits from the hamburger menu in the upper left 2 A list of the people who have visitation notes that you ve entered are listed 3 Their visitation notes will be displayed View visitation notes for a specific person To view visitation notes from an individual s record do the following 1 Tap Find Family from the bottom Type in the last name of the individual in the search box Tap SUBMIT Select the appropriate family from the results box Tap on the individuals name from the family members list Tap on the Visits section Their visi
46. mail link map link and cell number Tap on the Map link for the person you d like directions to their home Email Group Member s To email a specific group member do the following 1 Tap on My Groups from the hamburger menu in the upper left 48 Tap on the email link underneath the persons name From within the group tap on Record Attendance Volunteers 2 Babson Christin Christin A E Jan 5 9 Nap Conley Kim 2 Ema q Map Conlin David E Aug 24 J 815 085 7523 Tap on the specific group name Tap on the Roster icon A A Volunteers 2 Babson Christin Christin A E Jan 5 Map administrators or Babson Stephen E Aug 5 Email Conley Kim o Ema F Map Conlin David E Aug 24 Tap on the Email link underneath the person s name that you d like to email Your email program will be displayed with the person s email address in the To section Compose your email and Tap SEND To email all group members leaders or administrators do the following Tap on group name oa O a Record Attendance If you are the leader or administrator of a group you will be able to record attendance for the Tap on my Groups from the hamburger menu in the upper left Choose your selection in the Email Options in the lower left of the window Your email program will be displayed with the member s email addresses in the To section Compose your email and Tap SEND group To r
47. n tap Groups To view the details of that group tap the group name Attendance History Once you ve selected a family from the search results you will see a list of family members Tap on one of the family members to view their details To view their attendance history tap Attendance Las Joseph Joe Joe i Joseph Joe Joe Groups Tap on Groups from within a per Attendance son s profile to view iii roup involve 8 3 Address ments Attendance for 2014 Giving Groups Tap on Attendance from wtihin a per sons profile to view their attendance history Servers Conklin Weeks Attended Conley Small Group Congregation Attendance Updating Family Information To update contact information add a new family member or upload a picture you ll first need to pull up the person s record To do that tap on the Find Family option on the bottom of the page Or tap the hamburger menu in the upper left and choose Find Family Type the last name in the search box tap SUBMIT to view results Tap on the name of the person you d like update Update Profile General Information To update the personal profile information Tap on family members name Tap Personal to expand that area Tap Edit on the top bar Update the necessary information such as name birthday cell phone etc Tap SAVE in the upper right oe lt E Joseph Joe Joe i Joseph Joe Joe ave p Personal Personal From the indi vid
48. n Christin A Last Name Date of Birth 1 5 1978 Gender Family Position Female Wife Marital Status Cell Phone Married Work Phone Association Baptized Add a New Family to Database To add a new family into Roll Call click or tap on the Add Family menu icon on the left side This will bring up a form for you to enter the basic contact information for the head of the family Once you ve entered that information make sure to click or tap SAVE PROFILE Tap on the Add Family menu to begin adding a new family into the database Add additional family members DAVID CONLIN Tuesday june 16 2015 New Family Head of Household First Name Last Name Gender Marital Status Work Phone Address 1 Postal Code SAVE PROFILE Goes by Date of Birth Family Position Ar lt AU UIL Cell Phone oe Address 2 State Province Family E Mail If there are additional family members to be added to the family click or tap the ADD FAMILY MEMBER button in the upper left portion of the window This will open up a form for you to enter the personal profile information for the additional family member 33 Use the drop down to choose to email indi vidual or entire family Sending Email Within Roll Call Connect you ll be able to send email to an individual family or group Your device s default mail program will be returned with the To addresses filled in An individual To send an email to a s
49. nce of the web pages what information will be displayed and who will have access to what information To begin the configuration process do the following 1 Open the browser on your desktop or tablet 2 Get to the login screen by entering the 1p address of your Roll Call Server machine as the web address URL in your browser 3 Enter the email address and password then tap LOGIN 4 Click on the hamburger menu in the upper right Appearance The appearance settings will affect how the web pages look To configure this 8 DAVID CONLIN thursday April 23 2015 of Dashboard ap PERMIS Ie Click on Donate Now CONFIGURATION hamburger Givine APPEARANCE an Funds menu to get settings 1 200 00 menu My Family 1 000 00 P 800 00 s 600 00 400 00 O yA SS Pan 200 00 gt E i a 0 00 A y YY Y o le 2 15 15 2 22 15 3 1 15 3 8 15 3 15 15 3 22 15 v gt Giving All Funds 160 00 Last Week YTD 140 00 120 00 0 00 2 216 51 DAVID CONLIN Thursday April 23 2015 Permissions P A Use the drop a Configuration down to 6 Theme ali Graphs amp Charts Add Color choose your Main Header Highlight Color Link Color colors E E a Lal Logo E E SELECT FILE REMOVE LOGO g w E Sample Graph 126385 m a8c193 m 9caac3 b07778 e3bc57 m 79789c O Graph color changes will require a refresh of browser 1 Choose Appearance from the menu In Theme area a Use the drop down to choose the color y
50. ng Log into Roll Call as Administrator or Director Expand the Groups menu Click on Search menu item Double click on the specific group you wish to configure Click on the Connect tab Click on the plus sign under the Group Administrator area AA a iY T Enter the Last Name of the Administrator 8 Select the appropriate person from the list 9 Click SAVE amp CLOSE in the lower right Notes Connect Columns Available for Display Display these Columns Click ona column Address Leaders s A croup Field When does this meet name from left side to ER hands kedisi Group Phak Location move it to the display Group Field3 column Group Field4 Group Field5 Group Field6 Group Field Group Fields Femi Din lA o E Double click column to move from one side to the other Delete Group Columns Available for Display Use this area to select the group information that is displayed on the Detail tab To include a column click on the name from the left side to move it to the Display these Columns side Giving Fund Settings If you will be opening up Roll Call Connect for online giving you will need to set some At a minimum Pri First Previous WNext Last the Fund name must be entered Account Noa Inactive Noton Receipt Connect Include in Budget Fund Color GL Fund GL Account No GL Key 0 Delete Giving Fun Save close preferences in the Giving Fund area This allows
51. nley Address 1 Date of Birth 8 15 1961 Ae Address 2 Gender Male E City Family Position Husband EA State Province Marital Status Married A Postal Code 61010 Cell Phone l Family E Mail kim bythebook com Work Phone ae 2 Primary Phone 815 234 7530 Update the necessary information such as address home phone or family email address Tap on SAVE in the upper right to save your changes Add New Family Member To add a new person to your family do the following ll Ze 3 From the list of family members tap on the plus sign in upper right Enter the information about this person name gender birthdate etc Tap on SAVE in the upper right Cancel Add FamilyMember Save j Summary Enter the First Name Thomas p rofile infor mation for Kim Conley Goes by Tom this family Last Name Conley member Taylor Tay Conley Date of Birth mm dd yy Gender Family Position Marital Status Cell Phone Work Phone E Mail Upload Picture To upload a profile picture for a person in the family do the following l Za gt 4 Tap on the name of the family member for which you d like to upload a picture Tap on the head image to the left of the person s name Navigate to the image file you d like to upload Tap SAVE in the upper right 44 Tap on the head image to pull in a picture of this person David Dave Personal Address Giving Groups Attendance Co
52. ntributions When you first log onto Roll Call Connect you will be anchored on the Home Page which lists your family members Tap on Donate Now to give online Give Online To make an online donation do the following l 2 3 4 Tap on hamburger menu in the upper left Tap on the Donate Now menu itm Choose between a one time or recurring gift type For one time gifts enter the following information Enter the Amount of the gift Enter the Fund that the gift should be designated to Tap the ADD button Tap Continue in the upper right ao fF amp Mark either one time or recurring My Family l gift My Giving One time E My Groups Recurnng 2 Change Password 0 User Settings Log Out 45 5 Fora recurring gift enter the following information Enter how often and when youd like your recurring contribution to hit a Select the Schedule type when you want the gift to re occur b Enter the specific date if applicable c Enter the Start Date d Enter the number of times you d like this gift to occur Leave this field blank 1f there is no end date e Enter the Amount of the gift f Enter the Fund that the gift should be designated to g Tap the ADD button Ds Rall Call One time Recurnng Schedule 1st and 15 Start Date 06 25 20 Number of Payments Amount Fund hdl Gwe 6 Once you ve added all the gifts you d
53. ome Email Group Member s To email a specific group member do the following Click on My Groups Click on magnifying glass to the right of the group that the person is involved in Click on the Roster tab Click on the Email link underneath the person s name that you d like to email Your email program will be displayed with the person s email address in the To section Compose your email and click SEND ot ae Se To email all group members leaders or administrators do the following Click on My Groups Click on magnifying glass to the right of the group that the person is involved in Choose your selection in the Email Options drop down box Your email program will be displayed with the member s email addresses in the To section Compose your email and click SEND aS he Volunteers potion embe Y Load Roster Photos eaders bi 10 w Members Per Page Email C Email M Email L Da vid Conley n Babson Christin Christin A Babson Stephen Pa Stats Leaders Q Members Total Conlin David 5 Aug 24 Hart Carol Ma Lund Lorilynn 2 May 12 Record Attendance If you are the leader or administrator of a group you will be able to record attendance for the group To record attendance for the group do the following 1 Click on My Groups 2 Click on the magnifying glass for the specific group 3 Click on the RECORD ATTENDANCE button 4 Choose the date you are recording attendance
54. omments Babson From within a per p son s record tap or eee Claire Babson I0 Comments per page click the Confiden 2 Thomas Babson tial Comments tab Chid 6 16 2015 Created by David Conlin Adam Babson Child This is the confidential comment for stephen To enter confidential comments from My Comments do the following 1 Click or tap on the My Comments menu on the left 2 You are now on the Add Comment window 3 Enter the last name of the person you have visited Choose the appropriate person from the list 4 Enter the Date of the comment 5 Enter the Comments 6 Click or tap the SAVE button to save this information DAVID CONLIN Tuesday june 16 2015 RECENT SEARCHES ADD COMMENT Add New Comment SHOW FILTER o A Babson Stephen Comment for Recorded 423 Apple Way Byron IL 61010 6 16 2015 Lahrs Sophia 4578 Gar Enter the last name of the person you are entering the comment for gt oO sfa J E E Olbert Timothy a on t 4 El Ta amp 10 1 10 10 8080 co comments 38 List of peo Look up confidential notes I entered To view the comments that I have entered do the following ple that have comments you entered l y gt Click or tap on the My Comments menu on the left A list of the people who have comments that you ve entered are listed on the left side If you need to filter that list of people tap or click on the
55. on yov d like to assign to that person Can See drag the staff name to the None box if this staff member is not allowed to view any confidential comment information Drag the staff name to the Own Comments box if the user is limited to viewing the comments they entered Drag the staff name to the A Comments box 1f the user is allowed to view all confidential comment records Abilities drag the staff name to the View Only box if the user 1s only allowed to view comment information Drag the staff name to the Add Comments box if this person 1s allowed enter confidential comments 5 Onthe Admin tab a Drag the name of the staff member onto the Regular Staff box if this person will not be the Connect Administrator b Drag the name of the staff member onto the Connect Administrator box if this person will be the Roll Call Connect Administrator The Administrator is the only use that can set the permissions configuration and appearance of Roll Call 14 USING CONNECT TABLET DESKTOP CONGREGATION Members of your congregation will be able to do the following in Roll Call Connect oP le View and update their contact information View their giving history Make online contributions View groups they are involved in View a roster of group members Record attendance for a group 1f they are the leader or administrator for that group Based on your church s Roll Call settings some of these functions may not be ava
56. ormation on this Then set up a Login link on your website pointing to that page Click on New User Enter email addres and last name If you have not created a Connect account yet you ll need to do that l 2 Ss 4 Tap on the NEW USER tab Enter your Personal Email address Enter your Last Name Tap SUBMIT My Church Web Portal Create a New Account Email joesmitn aadl com Last Name Smith CREATE ACCOUNT If the system finds a match between that email address and last name you will receive an email with a link to set your password If the system does not find a record in Roll Call with that email and last name the user will be prompted for additional information After this information is filled out and submitted the user will be sent an email with a link to create a password From your email program tap on the link in the email It will take you to a page to set your password 42 You are now ready to log in and start using Connect To log into Connect do the following Make sure you are anchored on the Login tab Enter your User Name email address Enter your Password Choose the App Format Phone Tap LOGIN A AA ES Forgot Password If you have created a Connect username but have forgotten you password simply tap on the Forgot Password link from the login screen You ll be prompted to enter your email address and last name Enter that information and Tap SEND LINK
57. ou d like as the Main Header The Main Header is the bar across the top of the web page b Use the drop down to choose the color for your Highlight Color The highlight color 1s the color used to highlight a menu or line item c Use the drop down to choose the color for the Link Color Any hyper links on the web page will be in the Link Color 3 In the Logo section click or tap the SELECT FILE button to import your organization s logo The graphic should be 200 pixels X 75 pixels To remove a previously used logo click or tag the REMOVE LOGO button 4 Inthe Colors section there will be 6 default colors defined These colors will be used for the graphs displayed throughout Roll Call Connect a To remove any of these colors tap or click the trash can icon Choose the information or sections that youd like available for your connect users b To add a new color click on the link Add Colors then use the drop down box to select the color Click the SAVE COLORS button once you have marked the Appearance settings Configuration The configuration section allows you to choose what information will be available for your connect users To modify this information 1 Inthe User Options section a b Mark the Show My Giving checkbox to allow the user to view their giving history in Connect Mark the Show My Groups checkbox to allow the users to view their group involvements in Connect Please note that only grou
58. oup Detail drag the staff member s name to the Enabled box under Group Detail if they are allowed to view group detail information Record Attendance drag the staff member s name to the Enabled box under Record Attendance if this person is allowed to record attendance 3 On the Visits tab d b Drag the name of the staff member onto the permission you d like to assign to that person Can See drag the staff name to the None box if this staff member is not allowed to view any visitation information Drag the staff name to the Own Visits box 1f the user DAVID CONLIN Thursday April 23 2015 Permissions To set permissions drag staff member s to desired permission Configuration Staff select All Deselect A Access Area Visits Babson Stephen Dashb u Profil B Confidential Comments Admin None Kin None Appearance Can See Abilities None View Only Conlin David All Visits Add Visits Own Visits Add Visits All Visits is limited to viewing the visits they entered Drag the staff name to the All Visits box if the user is allowed to view all visitation records Abilities drag the staff name to the View Only box if the user is only allowed to view visitation information Drag the staff name to the Add Visits box if this person is allowed enter visitation comments 4 On the Confidential Comments tab a b C Drag the name of the staff member onto the permissi
59. owing 1 Log into Roll Call as Administrator or Director 2 Ifyou are ona Mac select ROLLCALL gt Preferences If you are on Windows select Edit gt Preferences from the top menu Connect Connect Administrators Last First Nickname Staff Only Conlin David 0 O Alldata Access Log Months to keep Gateway Log Months to keep 0 O All data Giving Gateway Bluefin avid hestpass123 O00 b37c11e1d83a8b8c032ff7a4257a869f 220614962361 Sandbox Gateway User Login Gateway Password Gateway API Key Gateway Client Acct ID 3 Click on the Connect link of the left sidebar menu Roll Call Connect Administrator The first preference is the Connect Administrator The Connect Administrator is the user that will manage the look and feel of Connect what fields will be displayed and the staff permissions To set the Administrators do the following 1 On the left side you should see an area for Connect Administrators Click on the plus sign underneath that area I Select a Person Connect LastName Env No la First Nick Name Position Child Wife Give Child Child Youth Husband Child Address 4578 Gartner 4578 Gartner 4578 Gartner 4578 Gartner 4578 Gartner 4578 Gartner 4578 Gartner Last First Nickname Spouse Annie Dalia Jamie Joshua Sophia Tom Wally
60. pecific person do the following gt o O A e 5 a 4 En a y ri s El El A z A a E My Family My Giving 1 Type in the last name of the individual in the search box Select the appropriate family from the results box Tap or click on the individuals name from the family members list From the Email drop box at the top choose individual From your email program compose and send your email A DAVID CONLIN Tuesday june 16 2015 VIEW ON MAP il Entire Family Jones Personal Address Giving Groups Attendance Visits Confidential Comments First Name Goes by joe Last Name Date of Birth Gender Family Position Male Marital Status Cell Phone Married Work Phone E Mail Changes to existing email will reset login Association Baptized A family To send an email to an entire family do the following 1 Type in the last name of the family in the search box 2 Select the appropriate family from the results box 3 From the Email drop box at the top choose entire family 4 From your email program compose and send your email A group of people To email a specific group member do the following ES Click on My Groups Click on magnifying glass to the right of the group that the person is involved in Click on the Roster tab Click on the Email link underneath the person s name that you d like to email Your email program will be displayed with the person s email address
61. ps that have the preference to Display in Connect will be available for the user to see Mark the Show My Attendance checkbox to allow the users to view their attendance DAVID CONLIN thursday April 23 2015 Permissions Appearance Configuration User Options Y Show My Giving Y Show My Groups Y Show My Attendance Y Allow Add People Y Allow Add Photos E Online Giving Y Allow Online Giving Online Giving Label Mobile Giving Label Donate Now Donate Billing Page Instructions 4 Please configure your online giving gateway credentials in Roll Call Preferences Desktop data Mark the box to Allow Add People to allow users to add family members to their family Mark the box to Allow Add Photos to allow the user to upload a picture to their profile 2 In the Online Giving section d b Mark the box to Allow Online giving if you are accepting online gifts through Roll Call Connect If you are accepting online contributions enter the words you d like displayed on the button in the Online Giving Label The default is Donate Now If you are accepting online contributions enter the words you d like on the button in the Mobile Giving Label for smart phones The default is Donate 3 Inthe Profile Fields section a Mark the box for Display each field you d like displayed on the Profile page b Mark the box for Editable for each field you d like the user to be able to ch
62. s to send an email to an individual Gender Male Family Position Husband Marital Status Cell Phone Work Phone E Mail Conklin i Dashboard OQ Find Family Add Family Conklin Sue O 815 234 7530 Q Email My Visits 9 My Comments E Nonate Now Jones Albert ES Aug 24 O Email Map Dana Smit My amily From the ros Jones Chis Map ter tap on the email link of Jones Julie oras the person you D 303 555 6789 wish to email 0 Map 2 Change Password Jones Tom 57 User Settings E gt lt To email all group members leaders or administrators do the following From the hamburger menu in the upper left choose My Groups Tap on the Group Name Choose your selection in the Email Options at the bottom of the window Your email program will be displayed with the member s email addresses in the To section Compose your email and click SEND 60 aac a From within the group roster tap on EMAIL OP TIONS Conklin Conklin Sue O 815 234 7530 Choose who youd like to send the email to Email Members 9 Email Leaders Getting Directions map To view a map of families address you 1l first need to pull up that families profile information Do the following l Tap Find Family on the bottom menu Type in the last name of the family the search box Tap SUBMIT Select the appropriate family from the results box Tap on a family members name E
63. sband Kim Conley Wife Personal Address Giving Groups Y kir 10 Groups Per Page volinteers Electronic Directory Leaders i m David Conley Meets 2nd Tuesday Annual Meeting Look up Group Roster To view a list of people that are involved in the group click on My Groups from the menu on the left Click on the magnifying glass to the right of the group you d like to view a roster for Click on the Roster tab This will display all the group members their birthday an email link map link and cell number The pictures of the group members may also be displayed by marking the box Load Roster Photos Volunteers Leaders Y Load Roster Photos David Conlin a 0 gt l O Members Per Page Babson Christin Christin A ei Babson Stephen Jans 2 Aug 5 Mar Wi Emai Stats Leaders Members Total Hart Carol O May Lund Lorilynn May 12 22 Click on Email under a persons name to send individual email Or choose option to email all members or leaders The Roll Call Connect settings will determine if the Roster is available to all group members or just the leaders and administrators of the group Map to Group Members Home To get directions to a group member s home click on My Groups from the menu on the left Click on the magnifying glass to the right of the group you d like to view a roster for Click on the Roster tab Click on the Map link for the person you d like directions to their h
64. t A list of family members will be displayed Click or tap the specific family members name from the list Update Profile General Information To update the personal profile information 1 Click on family members name 2 Make sure you are anchored on the Personal tab 31 Click on family members name Place cursor in appropriate field and make neces sary changes Click on Address tab to make changes to any address infor mation 3 Update the necessary information such as name birthday cell phone etc 4 Click on the SAVE PROFILE button in the upper right DAVID CONLIN Tuesday june 16 2015 ADD FAMILY MEMBER Husband M inf ro Christin A Personal Address Giving Groups Attendance Visits Confidential Comments Wife i ER First Name Claire Babson Stephen Youth Thomas Babson Last Name Child Babson Adam Babson Child Male Marital Status Married Work Phone Association Lo ACTIVE Age Update Address Information Stephen Stephen Babson Es Babson SEND EMAIL v VIEW ON MAP Goes by Stephen Date of Birth Family Position Husband Cell Phone E Mail Changes to existing email will reset login info bythebook com Baptized To update the address or family type information 1 Click on any family members name Click on the Address tab 2 3 Update the necessary information such as address home phone or family email address 4 Click on t
65. t information KIM CONLEY wednesday May 20 2015 ADD FAMILY MEMBER David Conley Husband Kim Conley Wife h Personal Mx ea ELT o le E LA DA First Name Kim Kim Last Name Date of Birth Conley Gender Family Position Female Wife Marital Status Cell Phone Married 815 234 7530 Work Phone E Mail Changes to existing email will reset login kim bythebook com Association Baptized Member Age 0 Contributions When you first log onto Roll Call Connect you will be anchored on the Home Page This page can display 2 charts which outline your giving The pie chart summarizes how much was given this year by fund The second chart summarizes your giving by month Give Online To make an online donation do the following 1 Click on the Donate Now menu icon on the left sidebar 2 Choose between a one time or recurring gift type 3 For one time gifts enter the following information a Enter the Amount of the gift b Enter the Fund that the gift should be designated to c Click the ADD button 4 For a recurring gift enter the following information My Church Welcome Kim Give Recurring Profiles History 1 Details Enter amount fund etc Details One time Recurring Amount Fund Amount General 100 00 100 00 Payment Information Card Number Expires Expiration Year FEB 16 Comment CONTINUE gt Click on the Giving tab or My
66. tation notes will be displayed ee A My Visits Personal Hart Cheryl Address Baker Salley Givin Walter Josh EJ From within Groups their profile record tap on visits to view all visitations Attendance After tap ping on My Visits they will be listed Add Visit fl by person 7 29 2015 GTO She s super depressed Visits Confidential Comments Confidential Comments Confidential comments may be added or viewed in several different ways 1 From within a person s profile information 2 From the My Comments menu Enter confidential comments To enter comments from an individual s record do the following 1 Tap the Find Family menu at the bottom of the page Enter the Last Name of the family Tap SUBMIT Tap on the name of the individual you need to enter comments for Expand the Comments section Tap ADD COMMENT button Enter the Date of the comment Enter the Comments Tap SAVE at the bottom to save the information E E a i Summary Aaron Abbott Personal eorge Geoge Baker Address From the list of Joanna Abbott x Expand the family mem id N a comments sec a p tion tap Add the person you Comment wish to view comments Attendance Visits Confidential Comment Add Comment o Comment Date 07 31 2015 Enter any comments herel Enter the comments then tap SAVE at the bottom of the screen 64 To enter comments from My Commen
67. te Now Marital Status Married My Family Cell Phone 8157896767 O My Giving Work Phone EJ My Groups gt Enter profile E Mail information then tap SAVE 2 Change Password User Settings Sending Email Within Roll Call Connect you ll be able to send email to an individual or group Your device s default mail program will be returned with the To addresses filled in An Individual To send an email to a specific person do the following Tap Find Family on the bottom menu Type in the last name of the individual in the search box Tap SUBMIT Select the appropriate family from the results box Tap the individuals name from the family members list Expand the Personal section Tap on the email address From your email program compose and send your email ot Se A A S A group of people To email a specific group member do the following 1 From the hamburger menu in upper left choose My Groups 2 Tap on the group that the person is involved in 3 Click on the Roster icon at the top 99 From menu choose My Groups then choose appro priate group 4 Click on the Email link underneath the person s name that you d like to email 5 Your email program will be displayed with the person s email address in the To section 6 Compose your email and click SEND Joseph Joe Personal First Name Joseph Goes by Joe Last Name Smith Date of Birth 8 26 1961 Tap on personal email addres
68. ts do the following 1 Tap on My Comments from the hamburger menu in the upper left Tap on the plus sign in the upper right Enter the Last Name of the person you are entering the notes for Tap on SUBMIT Tap on the name of the specific person from the results list Enter the Date of the comment Enter the Comments Tap the SAVE button at the bottom of the page ATIP oe ee My Con Comments i Dashboard Cole Tim Q Find Family Add Family Baker Salley E amp My Visits My Comments amp j Abbott Aaron Y E Donate Now All comments that I entered are O My Giving listed My Family Tap on My Comments from the menu EJ My Groups 2 Change Password 57 User Settings Look up confidential comments I entered To view the comments that I have entered do the following 1 Choose My Comments from the hamburger menu in the upper left 2 A list of the people who have comments that you ve entered are listed 3 Tap to view the comments related to them View confidential comments for a specific person To view confidential comments from an individual s record do the following 1 Tap Find Family from the bottom Type in the last name of the individual in the search box Tap SUBMIT Select the appropriate family from the results box Tap on the individuals name from the family members list Tap on the Comments section Their Comments will be displayed oe ee Recording Attendance
69. tus Inactive ARS Members Sessions Group Custom 1 Group Custom 2 Preferences Notes Connect E Columns Available for Display Display these Columns F Show Attendance for Leaders Leaders s Show Roster for When does this meet Location Group Administrators Address Last First Nickname Group Field1 Group Field2 Group Field3 Group Field4 gt BY 1 jee Double click column to move from one side to the other Delete Group Cancel Save amp New Save amp Close Expand the Groups menu Click on Search menu item underneath Groups Double click on the specific group you wish to configure Click on the Connect tab a oe DA Each group setting is outlined below Display Group If you would like the group to be displayed in Connect mark the box for Display Group in Roll Call Connect Show Attendance for Leaders By default the only Connect user that can view and record group attendance is the group administrator If you would like the group leader to also be able to view and record attendance for the group mark the box for Show Attendance for Leaders Show Roster For Choose who you would like to be able to view the entire group roster Use the drop down to choose Members or Leaders Only Group Administrators Group administrators can view group rosters and also record attendance for the groups they administer To add a group administrator do the followi
70. uals profile tap on personal First Name Joseph First Name Joseph Goes by Joe Joe Goes by Joe Smith Last Name Smith 8 26 1961 Date of Birth 08 26 1961 Male Gender Male Tap SAVE to make Family Position Husband Family Position Husband the changes Marital Status Married Marital Status Married Cell Phone 815 234 7530 Cell Phone 815 234 7530 Tap EDIT Work Phone 303 543 1234 Work Phone 303 543 1234 E Mail kimaconley comcast E Mail Changes to existing email will reset login kimaconley comcast net Update Address Information To update the address or family type information Tap on any family members name Tap the Address section Tap EDIT in the upper right Update the necessary information such as address home phone or family email address Tap SAVE in the upper right A AA ES Add New Family Member To add a new person to an existing family do the following 1 Find the family using the Find Family menu option 2 From the page that lists all the family members tap the plus sign in the upper right 3 Enter the information about this person name gender birthdate etc 4 Tap SAVE in the upper right 57 From the list of family mem bers tap on the plus sign to add to the family Cancel Add Family Member 24 Summary Joseph Joe Sy First Name Sue Smith Goes by Last Name Smith John Smith Date of Birth mm dd yyyy Gender Stacy Smith Family Position Adult Dana
71. ving Widget you can specify certain funds 7 Click CONFIRM to add the widget to your dashboard 26 DAVID CONLIN Tuesday June 16 2015 ES Dashboard ADD NEW WIDGET Tap or click on ADD WIDGET button ADD NEW WIDGET Choose the type of widget Widget Definition name it and a choose criteria a Widget Title Total Giving Width Cols Display Type Color 1 Fund All Funds CANCEL CONFIRM The following are the different types of widgets reports that are available Giving The Giving widget will display weekly giving totals for all funds or giving for one specific fund Attendance The Attendance widget will display weekly head count or people count totals for the week You can further define it for a specific campus attendance type service or group and department Combined The Combined widget graphs both attendance and giving data You can further define it for a specific campus and fund 27 Examples of the Giving Atten dance and Giving Attendance ola Combined ola Conid All Funds widgets 600 00 600 00 500 00 25 25 500 00 400 00 2 20 400 00 300 00 15 15 300 00 200 00 1 200 00 100 00 5 5 100 00 0 00 z P g 0 00 E v gt Birthdays The Birthday widget will display how many people have a birthday today this week and next When you click on that number you will get a list of the people and their birthday Anniversaries The Anniversary widget will display the number o
72. word 9 Enter your Password Choose the App Format Desktop Tablet 5 Click LOGIN T My Church Web Portal Already a User Email Y kim tythebook com Password App Format Tablet Desktop Forgot Password If you have created a Connect username but have forgotten your password simply click on the Forgot Password link from the login screen You ll be prompted to enter your email address and last name Enter that information and click SEND LINK An email will be sent with a link to update your password Change Password If you would like to change your password Log into Connect From the Gear button in the upper right of the page click on the Change Password link Enter a new password Enter the new password again in the Confirm box Click CONFIRM button A A Home Page Once you have logged into Connect you ll be anchored on the Home page This page will display up to 3 graphs 1 The giving pie chart will outline total giving for this year Each slice of the pie will represent giving to a specific fund 2 The giving bar chart will outline your total giving by month 3 The attendance chart will outline your family s attendance by month Click on any of the points in the charts to view the detail information 16 Menu bar Home page giv ing and atten dance graphs Profile Information From the personal tab update any of the informa tion displayed KIM CONLEY
73. xpand the Address section Click or tap on VIEW ON MAP This will bring up your default maps program with the address highlighted te ae a lt Salley 3 SALLEY BAKER Personal Address Q View on Map amp Address 1 Address 2 City State Province From wtihin the Postal Code address area of a Family E Mail person s record tap Bienen Diode on View on Map Primary Phone 2 61 Visitation Notes Visitation notes may be added or viewed in several different ways Tap on Add Visit to enter additional visi tation notes l Ze From within a person s profile information From the My Visits menu Enter visitation notes To enter visitation notes from an individual s record do the following l Personal Address Giving Groups O MNAKHARWH Tap the Find Family menu at the bottom of the page Enter the Last Name of the family Tap SUBMIT Tap on the name of the individual you need to enter visitation notes Expand the Visits section Tap ADD VISIT button Enter the Date of the visit Enter the Type of visit phone in person etc Enter the Notes for the visit Tap SAVE at the bottom to save the information Date 07 31 2015 Duration Type In Person Enter the comment in the text area here Attendance Add Visit amp Enter visitaiton 7 29 2015 CD She s super depressed notes Confidential Comments To enter visitation notes from My Visits do the fol
74. y Editable State Province Display Editable Postal Code Display Editable Y Family E Mail Display Editable Primary Phone Display Editable Primary Phone 2 Display Editable Wedding Date Display Editable Shepherd Area Display Country Display Editable Required File Individually Display Editable Required c Mark the box for Required for each field that you d like to be mandatory d Drag and drop the field to the position you d like them displayed on the web page Click the SAVE button once you marked the appropriate configuration options Permissions The permissions section allows you to configure what information staff members will be able to access through Roll Call Connect The individuals marked in your Roll Call database as staff will be listed on the left side of the page The right side of the page contains the specific permissions 1 On the Dashboard tab a Drag the name of the staff member onto the permission you d like to assign to that person You may highlight one or more staff members at a time then drag and drop onto the Enabled or Disabled box 11 Drag one or more staff members names onto the widget they are allowed to use From the profile tab drag the staff person s name onto the priv eleges they are assigned to DAVID CONLIN thursday April 23 2015 Permissions To set permissions drag staff member s to desired permission Configuration Appear
75. you have created a Connect username but have forgotten you password simply click on the Forgot Password link from the login screen You ll be prompted to enter your email address and last name Enter that information and click SEND LINK An email will be sent with a link to update your password Change Password If you would like to change your password Log into Connect From the Gear button in the upper right of the page click on the Change Password link Enter a new password Enter the new password again in the Confirm box Click CONFIRM ge ee Setting Your Dashboard Widgets reports There are a variety of reports or widgets that can be displayed on your home page once you log into Roll Call Connect Each staff member will have the opportunity to customize their dashboard to display the widgets they are interested in The permissions set for each staff user will dictate which widgets will be available for them to choose To add widgets to your dashboard do the following 1 Click tap on the ADD WIDGET button 2 Choose the type of Widget from the drop down list 3 Give the widget a Title 4 Choose the Width for the report The dashboard is divided into 3 columns If you choose 3 as your width the report will extend the length of the window If you choose 1 it will only cover 1 3 of the window 5 Choose the Display Type and Color 6 Enter any specific criteria based on the type of widget For example on the Gi

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