installing roll call connect
Contents
1. My Groups using Desktop Theme OGRollCall Click myGroups menu item ee Groups for Char leveled la Adenimisiarer of Sunday at Bp Groups listed here click for details OGRollCall Group details Actions Emal Members Record Attendance Membership Leaders Mimbers Note action and l i leader informatior gig sean recone oe 309 5551314 My Groups using Mobile Theme i Doni myConnect E Donme myConneot Y Logout l Famil iwi te z wm a Tap myGroups mm N Tap to expand Leader s ini detail section Involved In Administrator of Home Group 1 bidens Jos Smith pi ie Group details Win dore this moat Sunday at 8pm Location The Baker Residence Addrenn 151 E Copper Dr Plainfield IL 610101 Map 43 Roster To view a list of people that are involved in the group click on the Roster tab The picture name and email address of each group member will be displayed To view the address or birthday of a certain group member click on their name or the magnifying glass to the right of their name 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 Roster using Desktop Theme Click Roster CGRollCall Welcome Char a myFamily myGiving Group members are fy myGroups displayed here lao Jen Smith iid oy Coa net ME 203 555 1212 Administrators2. USER MANUAL Table of Contents INSTALLING ROLL CALL CONNECT Stat is sados 4 License Number Trial Mode vestida 4 A ct shetucuticrcnter E E R 5 Fixine your Paddress Mat lectura di 5 Fixing your IP address CW Ind Ow S sai 6 Running Roll Call Connect internally on your Network ooocccccccccccncncnnnnnnnnnnnnnnncncncncnnnnnos 6 Running Roll Call Connect over the INternet occcccooononnnncnnnnnnnnonnnnnnnnnnnnnnnnonnnannnnnnnnnonnnnnnanenoss 6 Fixed IP Address 7 Port POFWardine trom your OU 7 SETTING UP ROLL CALL CONNECT FROM Call Pret Chen COS oaa a a a 8 ROUCall Connect Adm TAO iia aiii iaa 8 Stat Onassis tii 8 Givino Gale Wa Vai ri Raia edncieses Dstt niha Gees 9 VEN CG OME CHO sodas diia 10 ACCESS LODS tartans can E E E T E E T cnc aeeeee 10 POMC SECIS eaea e a O 11 IAS 1070 89 3 10 E E PO 11 Display GOP esse win ais lalala 11 Display Attendance Tor Le dd aiii io 12 SHOW ROSEL FO oo sept 12 CLOUD ao A UU A E R 12 Columns Available tor DIS Play dd 12 Vine Fond SeN S dissin cate E ia ai 12 LOSA rt 13 BUGS CL Setini S iii is ice 13 Comes SO dolce 14 APPEAR A ia tas 15 COMMS UAT OIL usais 16 Perss ON PA CS OP O O anette dane tan dinecsecs aie Lt A E A AE 16 MANAGING USER ACCOUNTS Acceess UNG TO GIL SCLC dd 18 Create AM PACE OUI a aaa 18 Existing Persona ROUCO alisios 18 Person doesnt existia ROW Calla ii ta 19 No match on Last Name and Email address ooooooonnccnnnnnnnnonnnonnnnnnnnnonon
3. Both staff members and your congregation will be able to use the myConnect portion of Roll Call Connect The myConnect portion of Roll Call Connect allows the user to 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 AAR S aS Based on your church s Roll Call settings some of these functions may not be available Log In To get to the login screen you ll need to know the 1p address of the Roll Call Server machine Use that 1p address as the URL for example http your 1p address Ideally that 1p will be fixed and yov ll have a link on your website pointing to that page From the login page you have the option to choose the Desktop or Mobile theme If you are logging in from a smartphone the theme will default to Mobile If you are using a browser on a desktop computer laptop or tablet you 1l want to use the Desktop theme Based on the theme you choose the pages will look different The Mobile theme takes into account the smaller screen Size To log into Connect do the following 1 Choose your Application theme 2 Enter your User Name email address 3 Enter your Password 4 Click LOGIN Choose Applica as Rol Ca tion or Theme Enter userthame and password User name __ Password Ap
4. Enter the email address and password and login 4 Click on Settings in the upper right of the page 14 Click on Settings from this main Appearance OGRollCall gii 16 539 06 750 00 29 250 00 168 10 12 710 14 Atendan for Last Week Serios Timothy Tin Bake Gun Bakar Kimbery Rimenry Barer Birthdays next week Cheryl Hart Anniversaries this weok Tem A Kim Jonii Anniversaries nent witk No anniv nrsirios nest week The appearance settings will affect how the web pages look To configure this Click on Appearance on the left sidebar Use the color palette to choose your Main Color The Main Color is the bar across the top of the page and the menu item colors Use the color palette to choose your Header and Footer color The Header is the very top portion of the page and the Footer is the very bottom portion of the page Use the color palette to choose the Accent Color The Accent Color is used for the Donate Now button and Giving and Attendance graphs If you would like to include your logo or other graphic in the upper left corner of the page use the Main Image The graphic must be 200 pixels X 75 pixels Click on CHOOSE FILE to upload the image Click the SAVE CHANGES button once you have marked the Appearance settings page l Ze 3 4 5 Click on Appearace Choose color scheme Pull in image OGRollCall Appearance gt Configuration P Permissions Appearance 7
5. Jos Smath PUT yee Na Char Baker li oom Roster using Mobile Theme myConnect Tap to expand roster section abst Home Group 1 O Leader s Info Group members displayed Baker Char kime byihebook com ga Baker Sue Barker Kimberly Kimmy lsi2001 com Bim myConnect 44 Attendance To view attendance history for the group click on the Attendance tab A line graph will display the last 12 weeks of attendance history for the group The Mobile theme will only display 4 weeks Click PREVIOUS and NEXT buttons to scroll through all 12 weeks Below the attendance graph a table listing all the individual attendance is displayed If you are using the Mobile theme only 4 weeks can be displayed Use the PREVIOUS AND NEXT buttons to scroll through all 12 weeks history Attendance History using Desktop Theme DGRollCall A Click on Attendance AS gt Welcome Char E Donate How A myFamily Cortail Rosber Attendance Graph of atten ss Summary for Horne Group L 5 nvpGiving O Email Members dance headcounts Email Ment r peon Amendance Membership Leaders Mambara Leaders lao Jee Smith naa Eom net __ C305 555 1212 Administrators Joe Smith kimaconilenficomcsa ne Char Baker kimBbrithebook com Attendance History using Mobile Theme myConnect Expand for Atten nvr dance History Home Group 1 Li Leader s Info Details Roster Click NEXT and Attendanc
6. Actions menu 25 Edit Profiles If you need to update contact information for a certain person in your congregation find that person s record as described in the previous section Find Family Once you are anchored on the contact that needs to be modified do the following 1 Click on the Edit Profile link in the Actions section on the right sidebar 2 A window with the contact information will pop up 3 Make the necessary modifications 4 Click SAVE to save your changes or CANCEL to cancel your changes Edit Profile using Desktop Theme OGRollCall 9 Find Family Back to Families all Reports L Profile for Jos Edit Profile A Household Wits ae Confidential Comments al Giving Gots Household Members e LastName Smith lar Combined ainan aca Husband mer i Mortal Status Married ous 903 656 1217 Smith 303 643 124 kiraga Acoms mat Edit Profile using Mobile Theme staffConnect staffConnect Find Family l fofile Info Profile Info Action menu First Name First Name Tom Joe Goes by Goes by Tom Joe Last Name Last Name Baker Smith Click Edit Profile 26 Make any changes Make necessary changes Edit Profile using Desktop Theme Edit Profile for Joo First Name Address 1 300 Main St Goes by Address 2 PO Box 100 Last Mama Sr City Anyiown Sine Provines IL Gender Postal Code 61010 Marital Status Married Family E Mail kim
7. Connect user accounts 1 There is already a record in Roll Call for the person requesting an account 2 The person requesting the account does not have an entry in Roll Call 3 The last name and email do not match with what is in Roll Call Existing Person in Roll Call The staff person or congregant will click the link on your website to get to the Login screen From the Login Screen they will do the following 1 Click on the CREATE ACCOUNT button on the right side of the page 2 Enter the Email address that you d like to use for your account 3 Enter your Last Name 4 Click SUBMIT DORollCall Create Account Please till in the fields Last Name Submit Cancel 5 Roll Call will search for an exact match on that combination of Last Name and Email address If it finds a match it will send an email to that person To complete the process go to your email program and click on the link in the email You ll be prompted to set your password Click SUBMIT You can now click on the button to go to the LOGIN page and start using Connect E 18 When there is no match on email and last name enter address information Person doesn t exist in Roll Call If you are opening Roll Call Connect up to your church congregation you may run into a case where you do not have the person s information in Roll Call Maybe they happened upon your website and want to make an online contribution or they have just started
8. No Last 14 17 slate name PE Record Entered 903 Record Confirmed 00 00 00 Family Members First Name Nickname Middle _Last Name Sul O Emnk Smith Mr Frank Frarik Smith hel Sres Gender __ Marital Status Spouse Association Barth Date Barry Smith Male Mamed Member bona Of Y Staff Primary Phone AR Phone 7 vf Head of Family 655 555 8789 Unlisted Excude from Directories Arona abia Em Hao Farnily Ho Budge Mg Soda Pass Ha TrankTBfgmisisnataramal com Unisi ol pir ol har 4 Prone Contibiticns Cua Date Cube Koyeorce Viii LOMmens BeciHarundOnk Le Alene To am Address ges EEMO Famity Picture Street 11234 3rd Street a More Add o Ce Byron i 51010 Mark if this person is on staff Family eMail Bad Address C Do not send mail C Undisted Address Gopy Addrees Web Map Dee Parson Canal Saree amp Mow fave Close 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 Log into Roll Call as Administrator or D
9. an ACCOUNT Application Remember me on this compuber Forget yow parrerord Remember me on this computer Login Create an Account Roll Gall By the Book Inc 2013 All Rights Resened 22 Home Page From the staffConnect home page the user can view the following information a user may or may not see each of these areas based on their permissions 1 Giving for Last Week a chart will be displayed with actual vs budget amounts for last week and year to date totals 2 Attendance for Last Week Services a graph that will show total head count and visitor count for your worship services 3 Attendance for Last Week All Departments a graph that will show group attendance for all your ministries departments Birthdays lists people with upcoming birthdays 5 Anniversaries lists families with upcoming anniversaries A Home Page using Desktop Theme OGRollCall Giving amounts Giving for Laat Weak Last Week YTO 4551 50 316 506 4750 00 425 255 00 Cea 512 710 14 Attendance graph Find Family Attendance Giving Last Week Tap to expand section Last Week YTD Actual 581 90 16 539 86 Budget 750 00 29 250 00 Total 168 10 12 710 14 Att Last Week Services Att Last Week ALL Depts gt Birthdays this week Birthdays next week Anniversaries this week E Anniversaries next week Find Family To lookup contact information in Connect click on the Find
10. ibythebook cam Cell Phone 303 555 1212 Primary Phone 303 555 1212 Work Phone 203 543 1234 Primary Phan e 2 Wedding Date Required Edit Profile using Mobile Theme Profile Fields First Name Joe Goes by Joe Last Name Smith Mate of Birth Gender Male Marital Status ghana tom Cell Phone Work Phone Adress Fields Address 1 Address 2 Add Visitation Information If you would like to record notes about a family visit find the family record as described in the previous section Find Family To record visitation notes l 2 3 4 Click on the Household Visits link in the Actions section on the right sidebar A page with previous visitations for that family will be listed Click on the Add Visit link under Action on the right In the Visit For field choose the family member that was visited 27 Click Add Visit Click for Actions O UA Enter Visit information In the Visit Type field choose the method of communication 1 e Phone or In Person The Date field will default to today s date You may change this if you need to In the Duration field indicate how long the visit was Use the Votes field to record any comments or notes from the meeting Click SUBMIT to save this visitation information Add Visitation using Desktop Theme OGRollCall OQ Find Family aid Reports Visitation History for Smith Household Person Visited Date Al Givi
11. or mobile device Enter the IP address of your Roll Call Server machine as the URL For example http your ip address Click on the CREATE ACCOUNT button 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 6 Click on the link in the email It will take you to a page to set your password ae UN You are now ready to log in and start using Connect 13 606 Login a 18 2 16 10 110 113 Verify Emai Checker com Your Statistics on Vimeo bitly Y your bitmarks Use IP address as the URL in your browser CGRollCall User name Click CREATE ACCOUNT Passord Application ar Desktop Create an Account NORollCall Enter email last name then click SUBMIT Create Account Please fill in the fields Email CA Last Name Submit Cancel Connect Settings G Reader gt Before you open up Roll Call Connect to your staff and congregation the Roll Call Connect Administrator should configure the Roll Call Connect Settings These settings will affect appearance 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 mobile device 2 Get to the login screen by entering the ip address of your Roll Call Server machine 3
12. personal information such as name birthdate cell phone etc will be displayed in the Profile section The family information such as address primary phone and family email will be displayed in the Family information section On the right sidebar all the family members are listed Click on a family member to view their profile information Edit Profiles To update the personal profile or family information l 2 3 4 Click on the Edit Profile link in the Actions section on the right sidebar A window with the contact information will pop up Make the necessary modifications Click SAVE to save your changes or CANCEL to cancel your changes Change Login Password If you would like to change the email address that is used as your username do the following a E Click on the Change Login Password link in the Actions section on the right sidebar Enter the new email address in the Email Address field Enter the new email address again in the Confirm Email field Click SEND LINK An email will be sent to that new address Click on the link in that email to set your password If you would like to change your password l 2 3 4 Click on the Change Login Password link in the Actions section on the right sidebar Leave the email address fields blank Click SEND LINK An email will be sent to that new address Click on the link in that email to set your password 36 Click Edit Profile action Modi
13. to your church congregation you may run into a case where you have a person in your database but they enter a different email address as their user name If Roll Call does not find a match between last name and email address 1t will process this request as if the person does not exist in your database This would be the flow for the user Click on the CREATE ACCOUNT button on the right side of the page Enter the Email address that you d like to use for your account Enter your Last Name Click SUBMIT Roll Call will search for an exact match on that combination of Last Name and Email address If no match is found it will prompt for additional information Enter the First Name of the person Enter the Address City State and Zip Code of the person creating the account Click SUBMIT 9 A confirmation email is sent to the email address entered on step 2 10 To complete the process go to your email program and click on the link 11 You ll be prompted to set your password 12 Click SUBMIT ee ae SS When a user does this 1t creates a new person record in your Roll Call database with an association of Connect You may want to periodically run the duplicate checker to clean up any duplicates that are created by this process Reset a Forgotten Password If a Connect account holder forgets their password they can do the following from the login screen to reset 1 Enter their account name email address 2 Cli
14. Colors Main Coler Header A Footer Color Accent Colar la Main Image Image should be 200px wide and 75px tall Choose Fale ma file selected Je stalfConnect Q nryConmoct E Donate Now Upload Image 15 Click Configuration Choose which fields to display modify and if they are required Configuration The configuration section allows you to choose what information will be available for your connect users To modify this information 1 Click on Configuration on the left sidebar 2 Mark the box under the Display column for each field you d like displayed on the MyConnect web page 3 Mark the box under the Editable column for each field you d like the user to be able to change 4 Mark the box under the Mandatory column for each field that you d like to be required 5 Use the arrows in the Order Field column to change the order in which the fields are displayed on the web page 6 To include the myGiving section on the web page mark the box Show myGiving 7 To include the myGroups section on the web page mark the box Show myGroups 8 If you will be using the online giving portion of Connect mark the box for Show Online Giving 9 To change verbiage on the Donate Now button enter the text you d like displayed in the Online Giving Label field 10 To use different text on the Donate Now button with the Mobile theme enter the text you d like in the Mobile Giving Label field C
15. Comcast Router You will need to forward traffic on port 80 default HTTP port or whatever port you ve determined to use The IP address specified in the screen shot below 10 1 10 180 should be the specific IP address of the machine where Roll Call Server is running You will want to fix the IP address of the server machine so router will always assign the machine the same internal IP address Make sure to enable the rule Comcast Business Gateway Sign Out x MAIN Firewall Port Web Site DMZ 1 to 1 3 Options Configuration Blackin MAT URE SETTINGS eee Es Administratrd Port Forwarding Port Triggering Port Blocking True Static IP Port Management LAM Firewall PORT FO LE DING r Port Forwarding is useUitiasieect authorized inbound traffic to the appropriate server s Gateway Summary or specifically identified applicafiMMiaL on the network HELP Disable all Port Forwarding rules Application Port Range Select Protocol IP Address Enable Name Public Private g 1 RCServer Eb 80 80 TCP 10 1 10 180 O add new adit dalata apply cancel 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 entering people contributions or groups see the Roll Call User Manual Roll Call Preferences There are several Roll Call Preferences t
16. Family menu item on the left sidebar From the next window enter the last name of the person you are searching for Click SEARCH A list of families with that last name will be displayed Click on a specific family to view details 23 Click Find Family Enter name and click SEARCH List of families tap to view details Note actions list Personal information Family members Find Family using Desktop Theme stafiConmect mr Connect Sort nga Welcome Joe Donate Now OQ Find Family Find Family whl Reports Search by Last Marne OORollCall Benate Mow OGRollCall Jon Jon Joe Smith taia Martie MO 55 1212 303 43 1234 raros Family Information Address 300 Main E Y Map Address 2 PO Box 100 Gy Anyimn SiatalProwinca IL A a a SE EOE 24 Tap Find Family Tap on Family Personal profile informaiton Tap to expand Family Find Family using Mobile Theme staf Connect l a Find Family Giving Attendance Combined Find Family baker Search Results Baker Sue Baker Char Salley Tommy Baker Veronica Bakertield Johnny Baker Tom Char staffConnect Find Family tr Family Members Profile Info First Name Joe Goes by Joe Last Name smith Date of Birth Gender Male Marital Status Married Cell Phone Work Phone E Mail Family Info Enter Last Name click SEARCH
17. 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 Click on the Connect tab On the right side mark the box for Staff 5 Click OK to save this preference T AOG Preferences People Addresses Contributions Attendance Group Custom Member Custom Leas First Nickname VPN Connection Callie Staff Only 2 Mark the box for X Staff Only if you m Joe Joe Joe a iae T NA will not be openin Gateway Log Months to keep O 0 All data ging this up to your Ging AEE PayPal es Gateway Useragin O Gateway Passwor SSS Sandbox LJ C om not Giving Gateway The next preference is necessary if you will be using Online Giving through Roll Call Connect To set up this gateway information do the following 1 Log into Roll Call as Administrator or Director 2 Ifyou are on a Mac select ROLLCALL gt Preferences If you are on Windows select Edit gt Preferences from the top menu 3 Click on the Connect tab 4 On the right side you ll notice the fields for the Giving Gateway information Use the drop down to select your churches Online Giving Provider 5 Enter your Gateway Username 6 Enter the Gateway Password 7 Enter the Gateway API Key provided to your church 8 If you will be using the merchant account sandbox to test things out click on the Sandbox checkbox M
18. PI Key 4 Sandbox Lees cancer ol Access Logs Roll Call will log all connections into Roll Call Connect as well as each time someone uses the payment gateway Indicate in the preferences how long you would like to keep this information 1 Log into Roll Call as Administrator or Director 2 If you are on a Mac select ROLLCALL gt Preferences If you are on Windows select Edit gt Preferences from the top menu Click on the Connect tab On the right side enter the number of months to keep access log informaiton On the right side enter the number of months to keep gateway access informaiton Click OK to save this preference o a 10 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 access to the Staff Connect portion of Roll Call Connect Log into Roll Call as Administrator or Director Expand the People menu Click on Search Profiles Enter the Last Name of a staff member and double click on their record Mark the checkbox for Staff 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 oY a eS A Email is used as 900 people Seith Frank 5 amp s oo C Gha BE a Pl p onnect user Pera LT Lors Late p Pra Frott
19. ake sure to uncheck this when you want to go live 9 Click OK to save this information B600 Preferences People Addresses Contributions Attendance Group Custom Member Custom Connect Administrators Enter bi First Nickname VPN Connection m giving gateway lar Callie os A information Taylor 7 here bolada Access Log Months to keep ol O All data Gateway Log Months to keep Ol 0 Alldata Giving Gateway PayPal Gateway UserILogin SSS GatewayPasswod SSS Gateway API Key __ ee Sandbox Mark VPN if restricting use to local area network or VPN connections Indicate how many months youd like to keep logs VPN Connection If you are only going to allow the use of Connect on your local area network or on VPN mark the box for VPN 1 Log into Roll Call as Administrator or Director 2 If you are ona Mac select ROLLCALL gt Preferences If you are on Windows select Edit gt Preferences from the top menu Click on the Connect tab On the right side mark the box for VPN 5 Click OK to save this preference e a 8600 Preferences People Addresses Contributions Attendance Group Custom Member Custom Connect Administrato First Nickname VPN Connection a Callie Staff Only O Taylor Access Log Months to keep 0 All data Joe Joe Joe g ol Gateway _Loaeffonths to keep o 0 All data Giving Gateway PayPal HH Gateway User Login Gateway Password Gateway A
20. ard information Click review gift OGRoliCall Credit Card Inia Credit Card 4444331222221111 Expiration amp Ow 1316 543 a E Bluefin 41 Review details From the review screen double check the amount of your gift and credit card details If everything looks good click PAY NOW OGRollCall Click PAY NOW After the user clicks PAY NOW a confirmation page will be displayed This confirmation page indicates that the contribution has been processed Order ID CGRollCall Your gift has been received Thank you for your donation myGroups To view a list of groups that you are involved in click on myGroups from the left side menu A page will be displayed that shows each group the leader and when the group meets To view a list of groups that you administer click on the Administrator of link at the top Detail 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 On the right side of the page there are actions available to record attendance or email members You ll also see an outline of the group membership how many leaders and members There is a 42 Leader section which shows the leaders name email and phone number Under the Administrator section you ll see the administrators name and email address
21. ased on the visitation information this staff member will be able to access Add Visits mark this box if this staff member will be allowed to enter visitation information View Confidential Comments mark this box if the staff member will be allowed to view confidential comments Add Confidential Comments mark this box if the staff member will be allowed to enter confidential comments Click the SAVE CHANGES button when you have marked the appropriate permissions 17 MANAGING USER ACCOUNTS To create a Roll Call Connect username and password the person from your congregation or staff member must have a valid email address The personal email address stored in Roll Call will be used as the username for Connect users Please note the personal email address must be unique across all records in Roll Call to be used as a Connect username If more than 1 person has that email address they will not be able to create an account until that is resolved Access the Login Screen To get to the Roll Call Connect login in screen you ll need to know the ip address of the Roll Call Server machine See the nstalling chapter for more information on determining and fixing the ip address You will want to create a login link on your church website that points to that ip address This will bring you to the login screen for Connect Create an Account Enter email address and last name Click SUBMIT There are 3 scenarios for creating
22. attending and want to give you their contact information Here s how that works Click on the CREATE ACCOUNT button on the right side of the page Enter the Email address that you d like to use for your account Enter your Last Name Click SUBMIT Roll Call will search for an exact match on that combination of Last Name and Email address Since the person is not in the database a match is not found The page will prompt for additional information 6 Enter the First Name of the person 7 Enter the Address City State and Zip Code of the person creating the account 8 Click SUBMIT 9 Aconfirmation email is sent to the email address entered on step 2 10 To complete the process go to your email program and click on the link 11 You ll be prompted to set your password 12 Click SUBMIT 13 You can now click on the button to go to the LOGIN page and start using Connect Ae E DORollCall Create Account Please fill in the remaining fields Email Jimmy dean com Last Mame Dea n First Name Address Cite L Submit Cancel 19 When a user does this it creates a person record in your Roll Call database with an association of Connect You may want to periodically run the duplicate checker to clean up any duplicates that are created by this process No match on Last Name and Email address If you are opening Roll Call Connect up
23. cently updated A confirmation email is sent to the email address entered on step 2 To complete the process go to your email program and click on the link You 1l be prompted to set your password Click SUBMIT You can now click on the button to go to the LOGIN page and start using Connect 21 USING STAFF CONNECT When a staff person logs into Connect they will be anchored on the staffConnect Home page Based on the permissions set by the Roll Call Connect Administrator they may or may not see the following areas Log In To get to the login screen you ll need to know the 1p address of the Roll Call Server machine Use that 1p address as the URL for example http your 1p address Ideally that 1p will be fixed and you ll have a link on your website pointing to that page From the login page you have the option to choose the Desktop or Mobile theme If you are logging in from a smartphone the theme will default to Mobile If you are using a browser on a desktop computer laptop or tablet you Il want to use the Desktop theme Based on the theme you choose the pages will look different The Mobile theme takes into account the smaller screen Size To log into Connect do the following 1 Choose your Application theme 2 Enter your User Name email address 3 Enter your Password 4 Click LOGIN Login using Desktop Theme Login using Mobile Theme DORollCall OGRollCall User name Password Creare
24. ck on the forgot password link 3 Roll Call will send an email to the address entered in step 1 with a link to reset their password 4 Click on the link in that email This takes the user to a page where they can reset their password 5 Enter the new password Enter the password again to confirm 7 Click SUBMIT gt 20 Click to reset pass word DORollCall Password Application Desktop Create an Account Login E Remember me on this computer Forgot your passed Change an Email for an Account Holder If a person from your congregation or staff member has a username and password for Roll Call Connect but they change their personal email address they will need to go through the steps to create a new Connect account So let s say a person from the congregation calls the office and asks that their personal email address be changed The person in the office pulls up their record in Roll Call and makes the change Roll Call will no longer have an account for that person based on the old email address Here s what they ll need to do oY oe E 8 9 10 11 Access the Login page from the church website Click on the CREATE ACCOUNT button on the right side of the page Enter the new Email address for the account Enter the Last Name Click SUBMIT Roll Call will search for an exact match on that combination of Last Name and Email address A match should be found since the information was re
25. e La Combined LEGE TES Taa Bany CORTE BABA a753 BAAD Atendan Summary Detail by Week FIPA 7 78 13 0 4 13 4 10 13 ee 9 8 13 9 15 13 3 30 13 39 22 13 p g D Do D B g D a p 5 13 il 4 3 ip a a 1 a lu li 13 32 Attendance Report using Mobile Theme Find Family Giving Attendance Report Last 4 Weeks Tap Attendance Services Attendance Summary by Week All Services 35 E Headcount MW Visitors Attendance Graph Tap Prev and Next to scroll through 2 weeks of histor y Attendance Summary Detail by Week Hair ana BIS 1a 11 00 Sunday Morning Worn Taal Combined Report The Combined Report overlays the service attendance report on top of the giving report This will give you a great view of giving trends in conjunction with attendance trends To run the combined report simply click on Combined Report on the left side menu A chart will be displayed with the giving represented by the bar chart and the attendance represented by the line graph In the Mobile theme only 4 weeks will be displayed Use the NEXT and PREVIOUS buttons to scroll through the entire 12 weeks Combined Report using Desktop Theme Donate Now Q Fina Family Giving amp Service Attendance Report Onby Funds Included in Budget i all Reports Tap Combined Giving amp Serios Attendance Summary by Week Only Funds Included in Budget el Giving E Attendance la Combined 33 USING MYCONNECT
26. e la Combined Firat Hame Goas by Last Mame Date of Birth Gender Marital Status Gell Phone E Mail 2 A Q staff Connect my onnect Donate Now Actions 2 Edit Profile Jee Jou Joe Smit 812861 Maple Married 303 555 1212 303 543 1234 kimaconlayiicomcastnat 29 Click add com ment action Enter comments Tap comment actions Enter comment information Find Family Add Comment o concen Cor a Filter Comments Back to Profile O OEE Comments for Smith Household QORollCall Donate How Confidential Comment History for Smith Household Parken Date ka 10 02 2013 Type your confidental comment here Comment Confidential Comments using Mobile Theme staffConnect Add Confidential For Comment Type your confidential comment here Add Comment Cancel 30 Reports For staffConnect there are 3 possible reports that can be run If the staff member that is logged in does not have permissions to view a report that menu item will not show up on the page Giving Report The Giving Report contains a graph that displays the last 12 weeks of giving history The vertical bars indicate the total amount given to budgeted funds for that week The horizontal bar indicates the budged amount across the weeks In the drop down box in the upper left choose to view only budgeted giving or giving to all funds Below the graph you will find a chart that outlines how
27. e PREVIOUS to IS scroll through the Home Group 1 12 weeks of data 45 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 myGroups Click on the specific group from the list of all your groups Click on the Record Attendance link on the right sidebar 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 7 Click SAVE to record this information ot a Record Attendance using Desktop Theme OGRollCall A Click on Record myconnee Attendance Donate Now action A myFamily Attendance Summary for Home Group 1 eee myGiving Email Members h m peon Amandance I 1 Jos Smith ka ina Tee at E 509 555 1212 Administrators e Record Attendance for Home Group 1 10 10 2013 Select All _ Enter date for attendance Adams Callie Adams Sue Baker Char Baker Sue Mark those that are Joke Een present Jones Kim Jones Tom smith Joe Joe Joe Smith Kim Zeebe Tom Zoom Trudy Visitors 0 Headcount 4 Save Cancel 46 Record Attendance using Mobile Theme myFamily myGiving myGroupa Home Group 1 Tap for actions menu myConnect myFamily Actions Email Members Record Att
28. endance Roster Enter attendance date Attendance 4 Wk Summary for Home Group 1 Mark each person that attended Attendance 4 Wk Summary for Home Group 1 Record Attendance for myGroups Home Group 1 10 10 2013 Adams Callie Adams Sue Baker Char Baker Sue Barker Kimberly Kimmy Jobs Steven Jones Kim Jones Tom Tap record attendance 47 Email the Group If you are allowed to view the roster of the group you will also be able to email the group members To send an email to the group l 2 3 4 Click on email action Click on email action Click on myGroups Click on the specific group from the list of all your groups Click on the Email member link on the right sidebar Your email program will be displayed with the email addresses of the group members in the To section Compose your email and click SEND Email Group Members using Desktop Theme OGRollCall fm dos Smith kimocondy icome net E 303 559 1312 Administrators Jos Smith Rimaco e A Char Baker hnibothebook com Email Group Members using Mobile Theme myFamily keine Email Members Home Group Record Attendance E 0 Details Roster Attendance 4 Wk Summary for Home Group 1 E Headcount 48
29. fy the informai ton as necessary Editing Profile Desktop Theme OGRollCall Welcome Char Edit Profile for Jos Gender Marital Stas Call Phone 303 555 1212 Work Phone 303 543 1234 kimiy ebook oom Family Information 57 Main St Dip Plainfield L 1010 Address 1 Address 2 ly State Province Postal Cade Family E Mail Primary Phone Wedding Date LL Char o myFamily Family Members Profile Info Fira Hamia Char Goes by Char Lest Mema Baker Daia ef Birth anas Gondor Female Martha Statue Cal Phora kimipbyihebookcam a ect Donate Now Actions menu 37 Editing Profile Mobile Theme atafiConnect Profile Fields First Name Jena Household Visits Choose Edit Goes by Confidential Comments Jo Profile action Last Name SS 2 _ E A Smith Date of Birth Gender l Male Marital Status AE a Modify 1n formaiton as Cell Phone necessar y Work Phone Adress Fields Address 1 Family Info Address 2 myGiving To view your giving history click myGiving on the left side menu A table with your giving this year will be displayed broken down by fund A pie chart showing your giving will be displayed on the right To view your giving last year click on the Last Year link at the top A list of every contribution for this year 1s displayed below t
30. hat must be configured to use Connect 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 Roll Call Connect Administrator Once you ve decided who your Roll Call Connect Administrator s will be do the following 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 Click on the Connect tab 4 On the left side you should see an area for Connect Administrators Click on the plus sign underneath that area 5 Enter the Last name of the Administrator Pick the appropriate person from the list 6 Click OK in the lower right to save this information UI AOG Preferences People Addresses Contributions Attendance Group Custom Member Custom Connect Administrators c nnection Staff Only Click on Connect tab Access Log Months to keep 0 0 All data Joe Joe Joe Gateway Log Months to keep ol 0 All data Giving Gateway PayPal HH Gateway User Login Gateway Password fo Click the plus sign Gateway API Key AA to add a Connect Administrator ya E Sandbox Cancel ox Staff Only If you only want staff members not the general congregation to have access to Roll Call information you ll need to set this preference 1
31. he charts My Giving Desktop Theme Click myGiving acia Giving This Year Last Year Giving Percentage by Fund Buliding 84 75 Giving Summary Giving Details 38 My Giving Mobile Theme Giving Summary Tap on myGiving st Fund Building General Total Giving Summary Giving by Fund Giving Details E Building General Search rior Tox Date Type 10 6 13 Check 123 myConnect Donate Now using Paypal If the online giving gateway has been set up by your church the DONATE NOW button will be available If you are using Paypal as your gateway do the following to contribute online Click on DONATE NOW Select a Fund from the drop down box Enter the Amount of the gift for that fund Click the plus sign to add a gift for a different fund Click CONTINUE to move to the next step entering billing information WM B uN Paypal Contribution using Desktop Theme OGRollCall Select Fund Giving Fund Select a Fund Enter Amount 39 Using Paypal as your gateway the user will now have the choice to make the contribution from their paypal account or to enter credit card information Click REVIEW AND CONTINUE Choose a way to pay Your order sumar TAr RADIAL USD Pay with my PayPal account Lig in fo out acotar lo E IATA oi eee Pay with a debit of credit card Click to pay with an paypal account removes vise E E Espiratian dats mm vp i Coat J
32. ion then you will need to get a fixed IP for your location as well as turn on port forwarding on your router to forward any Connect traffic default is port 80 to go to the ip address of the machine where Roll Call Server 1s running For the port you ve se lected click enable Fixed IP Address The first step in this process is to obtain a fixed IP address for the LAN where Roll Call Server is running from A fixed IP address can be obtained directly from your ISP provider for a fee or you can use a provider like NoIP or DynDns www dyndns com DynDns provides an option for a free static IP address or you can purchase a standard IP Refer to their website for details Because the IP address from your ISP can change over time this option installs a piece of software on the machine where you set up your account from that will notify DynDns when your ISP changes your IP address Once you have a fixed IP address defined for your location you are ready for the next step Port Forwarding from your Router Once you have your fixed IP address for your site you will need to find the login credentials for your router and open a browser to log into your router The router IP address varies for each router so you will need to figure out what it is for your site From your router configuration you will need to locate where you can define Port Forwarding rules The location and the way you define this varies for each router Below is an example of a
33. irector Expand the Groups menu Click on Search menu item Double click on the specific group you wish to configure Click on the Connect tab eS Each group setting is outlined below Display Group If you would like the group to be displayed in Connect under MyGroups mark the box for Display Group in Roll Call Connect 11 Mark to display this group in Connect Indicate who the Group Adminis trator 1s Choose the fields to display 600 Groups Kingdom Kids lLlalm i lt gt pil s p V2 Print Ema Letters Labels Mid La Admin lata Church Sanctuary Group ID 1 Josh AAA Co Leader Group Type Group rts Depariment Chikiren GroupNeme Kingdom Kids lt is is acon Frequency Weekly Random Start Date 9 18 13 a Group Status Inactive e Active When di s A ES tis meety Sunday Morning End Date vomomo me Members Sessions Group Custom 1 Group Custom Preferences Noms Me Display Group in Roll Call Connect Columns Available for Display Display thasa Columns v Show Anendanen for Lenders Some coma Group Find When dienes this mont Show Roster for Members Group Field3 Location m Gmup Fial First Nickname Group Field5 Group Field6 Group Field Group opt Group Fiekii Group A Group Fiald10 Delirio Soup Caral Save E Huw Bowe E Cluse Display Attendance for Leaders By default the only Connect user that can
34. k on Giving Funds 3 Double click on one of your existing Funds or click the plus sign to add a new Fund 4 Mark the box for Connect if you d like donors to be able to contribute to that fund through online giving 5 Mark the box for Include in Budget if this is a fund that should be counted toward the total budgeted giving amount For example 1f you have a Tithes or General fund those funds might be considered when you create your budget However 1f you have a fund to track monies for a Youth Retreat you may not want to consider that toward your budget amount 6 Click SAVE amp CLOSE e 00 Giving Funds Missions 7 0 K 1d lt 4 gt i Mark if this fund Print Email Letters Labels Spread First ea Next Last 314 should be avail A bl f li Fund Missions e abie ior onune a O giving ia Not on Receipt Connect EJ Include in Budget Fund Color Y GL Fund GL Account No GL Key Zz Delete Giving Fund Cancel l Save amp New Save amp Close Budget Settings Roll Call Connect will calculate your budget based on the weekly budget set for your organization To set that amount log onto Roll Call as Director or aministrator Go to Organization menu Enter the weekly amount 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
35. lick the SAVE CHANGES button once you marked the appropriate fields CGRollCall Se Shaft Gon ect Configuration Configuration amp Profile Fields Field P Permissions First Name Last Name Date of Birth Gender Marital Staius Cal Pirome Work Phone E Mail Middle Hama Hare Sufix Tithe Permissions The permissions section allows you to configure what information staff members will be able to access through Roll Call Connect Note all the people in your Roll Call database that are identified as staff will be listed on the left side of the page Highlight a staff member and mark each area they will have access to Global Permissions 1 Roll Call Connect Administrator mark this box if the staff member will be allowed to modify Connect Settings 16 Click Permissions menu Choose Staff member Mark permis sions for that staff member Report Permissions Ze Giving Report mark this box 1f the staff member will be allowed to view the Giving Report which shows the last 12 weeks of giving totals as well as a break down of totals by fund Giving Last Week mark this box if the staff member will be allowed to view the Giving Last Week report on the home page for staffConnect This report shows Actual vs Budget amounts for Last Week and Year to Date Attendance Report mark this box if the staff member will be allowed to view the attendance headcounts for the last 12 weeks A
36. much was given to each fund for the week If you are using the Mobile theme only four weeks can be shown in the graph and chart Click Next and Previous buttons to scroll through all 12 weeks Giving Report using Desktop Theme Tap Giving iat Giving barmay Funda Incheced la Budget Giving by Week Chart iv Giving Report Tap Giving Last 4 Weeks Only Funda Included in Budget o Giving Summary Funda Included ln Budget Giving by Week E Giving MM Budget Tap Prev or Next to scroll through 12 weeks of data 31 Tap Attendance Attendance Graph Attendance Report The Attendance Report contains a graph that displays the last 12 weeks of attendance history The top horizontal line indicates the total number of people that attended The bottom line indicates how many visitors attended To run the attendance report click on Attendance menu item on the left side menu In the drop down box choose to view worship service attendance group attendance for all departments or only a specific department ministry area Below the graph you will find a chart that outlines how many people attended each week If you are using the Mobile theme only four weeks can be shown in the graph and chart Click the NEXT and PREVIOUS button to scroll through all 12 weeks of data Attendance Report using Desktop Theme ES Donate How Q Find Family alil Reports Attendanoe Summary by Week All Serriors all Giving E Attendanc
37. ng Stacy 08 21 7013 Jon 01 16 2008 dot 10 01 3004 Attendance Li Combined Add Visit Visit For Visit Type Telephone 10 02 2013 Duration Add Visitation using Mobile Theme staf Connect Find Family Giving Attendance Combined Visitation Filter Visits Visitation History for _ Smith Household Person Visited Joe Date of Visit 10 1 04 Visited By 28 Enter visit infor Add Visit Visit For Visit Type Telephone Combined Add Confidential Comments If you would like to record confidential comments about a family member find the family record as described in the previous section Find Family To record confidential comments Click on the Confidential Comments link in the Actions section on the right sidebar A page with previous comments for that family will be listed Click on the Add Confidential Comments link under Action on the right In the For field choose the appropriate family member The Date field will default to today s date You may change this if you need to In the Comment field enter any notes or confidential comments Click SUBMIT to save this information Confidential Comments using Desktop Theme mation l 2 3 4 5 6 Ja OGRollCall Click Confiden tial Comments action Q Find Family lol Reports del Giving 7 Attendanc
38. o that you ll need to enter your license number or click on the TRY IT button l O te Log into Roll Call as Administrator or Director If you do not get a log in screen that means that the security system within Roll Call has not been activated yet You are actually logged in as Director To activate the security system go to Administration menu at the top and select Change Password Enter a password for Director Select File gt Enter License from the top menu Click on the Comnect tab Enter your license number or click on the TRY IT button Restart your Roll Call Server Click on the Con nect tab RollCall Mobile Checkin ME Enter license number or click thg TRY IT button Server Settings You can access Roll Call Connect from one of two ways internally on your network LAN or VPN or over the internet No matter which way you choose we recommend that you fix the IP address of the machine where Roll Call Server is running Both ways must be configured prior to allowing access Fixing your IP address Mac On the machine where Roll Call Server is installed open up system preferences and choose Network 5 Set the IP Address so that it is unique to your network and won t be assigned to another machine by your router You do this by assigning a number at the top end of the IP addresses your router manages DO Network Show All a Enter the ip address l Location Automatic y
39. onannnnnnnnnnnononannnnnss 20 R seta Forc otten tas WO dansa iodo 20 Change an Email for an Account Holder cccccccoooonocccnnnnccnnnconnnnnnnnnccnnonconnnoconnncnnnnononacinnnss 2i USING STAFF CONNECT EO y PP POLE Po RR 22 A IA 23 A O OS On E 29 A A 26 Add Visitation Intornaton aa a a aes e O 27 Add Conidential Comments testi 29 OL 31 IVINS REDON Se 31 Attendance cPanel 32 Combined Reportera 33 USING MYCONNECT Los IMA SO 34 Home PAC peut paa rana aio 35 MyPa sine 36 Edit Profiles 36 Change Losin Pass wid oy cecumocr nero iscnssendign centres naceiemtereleiisaaeies 36 MINIMA edie hia dom adits rana ana 38 Donate Now using Paypaluasarin rasta R 39 Donate Now usine Bliecos aa 4 O een ee eee eee 42 Detalla asa aaa ios ria Ratas 42 RO UCD O CCP RN 44 Atendan O noia 45 FRECOPALA TIC NG ANC ersen R E und 46 EMISOR Ib 48 INSTALLING ROLL CALL CONNECT To use Roll Call Connect the Roll Call software must be installed on your network your Connect license number must be entered and the Roll Call Server machine must have a fixed IP address Installation To install Roll Call on your network choose the machine that will be your Roll Call Server machine This is the machine that will house your data To install the Roll Call Server software do the following l 2 3 4 Download the Roll Call Server software from www bythebook com for your operating system Run the installer file that you just do
40. osh Weiver 4018 Blackhawk Dir To contribute with a aren 51010 credit card enter neces sary information mney jeshibyPurbook cam E Sava your information with PayPal Why Opina Review and Con nua Payments evasi e PayPal The next page will allow you to review the amount and fund contributed to Click PAY NOW to complete the contribution Review then click OGRollCall a A Q PAY NOW afi Cannact rmyConnoct Sage ORDI1I36 Amount 50 00 575 00 125 00 E Pay How Pinasa Pere Your online gifi detalla and dka Pay Now to process your donation After the user clicks PAY NOW a confirmation page will be displayed This confirmation page indicates that the contribution has been processed 40 Donate Now using Bluefin If the online giving gateway has been set up by your church the DONATE NOW button will be available If the church is using Bluefin as your gateway do the following to contribute online Select Fund Enter Amount 1 Click on DONATE NOW 2 Select a Fund from the drop down box 3 4 5 Enter the Amount of the gift for that fund Click the plus sign to add a gift for a different fund Click CONTINUE to move to the next step entering billing information Bluefin Contribution using Desktop Theme OG RollCall S Donaba How l Giving Fund Select a Fund The next page allows you to enter your credit card information Once you ve entered that click REVIEW GIFT Enter credit c
41. ou ll be using Status Connected Fihernet is correctly active and has tHe IP address 10 1 10 180 Configure IPv4 Manually he Address fo Subnet Mask 255 255 255 0 Router 10 1 10 1 DNS Server 110 1 10 1 Search Domains de ee A Click the lock to prevent further changes Assist me Revert Apply Fixing your IP address Windows One the machine where Roll Call Server is installed open up the control panel and go to Network and Sharing Center View the status of your network connection Click on the properties button Select the Internet Protocol Version 4 TCP IPv4 and click on Properties Change from Obtain an IP address automatically to Use the following IP address Set the IP address you want to fix this machine to Running Roll Call Connect internally on your Network If you want to run Roll Call Connect on your LAN or VPN then once you start the trial for Roll Call Connect or enter your license you can connect your mobile devices to your Wireless network or VPN Open a browser on the device and enter the IP address of the machine where Roll Call Server is running If you are using a port other than the default of 80 then append a portno to the end of the IP address where portno is the port number you specified to run the http server Running Roll Call Connect over the internet If you want to access Roll Call Connect from anywhere you have an internet connect
42. plication Desktop Create an ACCOUNT Lagin Remember me on this computer 34 Login page on a Mobile Device Choose Application or Theme User name Password Application OGRollCall Enter username and password Remember me on this computer Home Page Off Create an Account If the user logging in 1s a staff member they will be anchored on the staffConnect tab Simply click on myConnect to get the myConnect page If the user logging in is a member of your congregation they will be anchored on myConnect They will not see the tab for staffConnect or Settings From the myConnect home page the user can view and modify their contact information The fields displayed on the profile page are determined by the Connect configuration settings Home page with Desktop Theme OGRollCall b Personal information Wah e Char A Profilo for Char First Hare Gota by C en Gender Marital Status Family Information cl Pane E Mail Address 1 Ciy Saw Prowinea Postal Code Famity E Mail Primary Phone Wedding Dato kinibhebrokrmomn i Family Information 57 Main Ea Y Map Plainfeid L 61010 35 Personal information Expand to view family information Home page using Mobile Theme myFamily myGiving myGroupa B Char Family Members Profile Info Actions menu Char Bakar 31 45 Female Married bir by ok 5 Family info myFamily The user s
43. ttendance Last Week mark this box 1f the staff member will be allowed to view the attendance counts from last week By Service mark this box if the staff member is allowed to view worship service attendance through the Attendance Report or Attendance Last Week All Departments or Select Departments choose the Department attendance that the staff member will be allowed to view in the Attendance Report and Attendance Last Week graph Combined Report mark this box if the staff member will be allowed to view the Combined report This report graphs giving vs attendance If the staff member does not have access to the Giving Reports and Attendance Reports they will not be able to access the Combined Report OGRollCall statRConnast Staff Permissions p Appearance Save Changes gt Configuration e Adams Callie rS Baker Tommy i Ral Call Connect Administrator Canbey Kim Conkey Taybor Reporta Smith Joe i Ging Repon if GANO Last Week i Attendance Raport i Atfondance Lasi Wook Mw By Sorvico hf Al Dupariments or Suwed Cupariments Adult Ed Childrens Cangregational Care Disciple Ship Dummy Evangelism MWC Institute Kids Flare Leadership Ministries Nurser Profile Permissions 9 10 LI 12 13 Can Edit Profiles mark this box if the staff member will be allowed to update congregational profile information such as address phone etc View Visits choose My Visits All Visits or None b
44. view and record group attendance 1s 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 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 following 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 Enter the Last Name of the Administrator Select the appropriate person from the list Click SAVE amp CLOSE in the lower right ee ee A 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 preferences in the Giving Fund area This allows you to set which funds you will allow people to contribute to through your online giving system 49 To configure your Giving Funds do the following 1 Expand the Contributions menu 2 Clic
45. wnloaded Click NEXT through the installer wizard If you are on a Windows machine you will have a black Roll Call Server icon on your desktop Double click to start Roll Call Server If you are on a Mac machine you will have a Roll Call Server folder in your Applications folder In this folder you will find the Roll Call Server Application Drag that to your dock Click on the icon to start Roll Call Server Next you will want to install Roll Call Client on each computer that will need access to the Roll Call software Roll Call Client is the application that is used to access the Roll Call database To install the Roll Call Client software do the following l 2 3 4 Download the Roll Call Client software from www bythebook com for your operating system Run the installer file that you just downloaded Click NEXT through the installer wizard If you are on a Windows machine you will have a blue Roll Call Client icon on your desktop Double click to start using Roll Call Note Roll Call Server must be running to use the Client If you are on a Mac machine you will have a Roll Call Client folder in your Applications folder In this folder you will find the Roll Call Client Application Drag that to your dock Click on the icon to start Roll Call Client Note Roll Call Server must be running to use the Client License Number Trial Mode To begin using Roll Call Connect you must activate the web server portion of Roll Call To d
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