Tools 4 Shuls Users Manual 1
Contents
1. G 2 Viewing Existing Archive Items 1 2 Click the large blue View Archive button near the top of the page to l view all items within the archive To filter the list of archive items use the sorting options box on the left side of the page You may check or uncheck boxes next to the categories you would like to display search by keyword and choose which media types to show To delete an item click the red X icon in the row of the item you wish to delete 3 To view or download an item use the view or download icons Please note these functions work differently for different media types and within A different browsers G 3 Editing existing archive items 1 2 From the View archive page click on the item title or the pen icon amp corresponding to the item you would like to edit On the next page edit the information you would like to change If you choose a new file to upload it will replace the existing file If you change information but do not upload a new file the existing file will remain in place When you are finished making your changes click update item on the bottom of the page H The Photo Gallery Module The Tools 4 Shuls photo gallery makes it easy for anyone to create new galleries within categories and post links to them on any page of your website To access the Gallery Module click on the light blue Gallery icon on the top of the page H 1 Cre2. SY A complete line of low cost web applications developed for synagogues and Jewish non profits Tools 4 Shuls Users Manual www Tools4Shuls com An Inspired Online Venture Inspired Multimedia Inc www InspiredOnline com Technical support is available at www tools4shuls com support or by emailing support tools4shuls com This manual corresponds to version 1 17 of the Tools 4 Shuls software Your version number is located on the bottom right corner of your control panel homepage Download the latest version of this manual at www tools4shuls com manual Table of Contents A Welcome to Your Control Panel B Working with Site Categories B 1 Adding a New Category B 2 Editing Existing Categories B 3 Deleting Existing Categories C Administrator and General Site Settings C 1 Setting General Organization Details C 2 Setting Your Outgoing Email C 3 Setting Administrative Users C 3 1 Creating a New Administrator C 3 2 Editing an Existing Administrator D The Calendar Module D 1 Adding Events to the Calendar D 2 Editing Events D 3 Deleting Events D 4 Duplicating Events D 5 RSVPs D 5 1 Viewing RSVPs D 5 2 Closing RSVPS D 5 3 Default RSVP Notification Emails D 5 4 RSVP Field Sorting Options D 6 Calendar Options D 6 1 Calendar Categories Viewable by public D 6 2 RSVP Notification Emails D 6 3 RSVP Field Options E The Donations Module E 1 Managing Funds and Fund Categories E 1 1 Creating N
3. View Archive Go to Gallery Overview Upload New File v iit O 818 564 6774 Website Value New Addon Soon Visit Us ctrl click 1 To access your Control Panel visit www YOURDOMAINNAME com manage Log in using the username and password you have been provided with 2 After logging in you will be taken to your control panel homepage shown above 1 Depending on which modules you have installed you may see fewer than the five shown above Additionally the icons across the top of the page will only be in color for those modules installed on your system To install addition modules please contact Inspired Multimedia at 818 56 INSPIRE 3 To edit site categories click Site Categories in blue below the Tools 4 Shuls logo 4 To edit administrator settings and create new logins click Admin Settings in blue below the Tools 4 Shuls logo 5 To begin using any of the modules click the appropriate icon on the top of the page or use the links in the body of the homepage B Working with Site Categories With Tools 4 Shuls you have the capability to update any page of your site quickly and easily by adding information within the Tools 4 Shuls modules and applying the appropriate category to it To use this feature code needs to be added to the pages of your site that you wish to update this way Please contact Inspired Multimedia for more information Please note This page is only accessible to superuser a
4. check off any RSVP fields you would like to ask users for You may specify whether the information is requested or required based on which box you check Request Required Field F FistName F LastName F Email Address 1 To create new RSVP fields 1 Enter the field name in the Add New Field box at the bottom of the RSVP section 2 RSVP field types include 1 Alpha restricts users to entering only letters no numbers or symbols 2 Email checks to make sure the input is in the form of an email address 3 Generic Input no restrictions or error checking use this if you are not sure 4 Number restricts users to entering only numbers 5 Phone checks to make sure input is in the form of a phone number 3 Click the blue Add button to finish creating the new RSVP field You must then check the box to request or require that field for this event 4 To sort the display order of the RSVP fields please see section D 6 3 of this guide magnentie spestyFomat Alpha ED 4 RSVP notification emails Once per day Tools 4 Shuls will send an email to a specified administrator or multiple administrators with an update of any RSVPs received since the previous update was sent You may enter an email address or multiple email addresses separated by commas and a time to send the email update each day RSVP Notification Emails Send daily RSVP Notificatian Emails ta myemailfqmail carmi
5. icon at the top of the page Tools4Shuls Control Panel Virtual Synagogue Mozilla Firefox File Edit wiew History Bookmarks Tools Help Related Links v a A B http www synagoguewebsite com virtualsynagogue _isuite manage admin month php rg Glz Google B Most Visited i Latest Headlines Welcome You are porine in as admin logout w Tools Shuls Site Categories Admin Settings e Virtual Synagogue Calendar Add New Event View Calendar Grid View Events List Calendar Options Year Month Week Day Search Month events September 2009 Show All Adult Education Boards and Committees Candle Lighting Times Events General Hebrew School Holidays music religious services Sisterhood Torah Portion Young Professionals Youth Group se ces i k wu haere Tishri 22 4 Tishri 23 24 6 Tishri 25 HZ Tishi 26 8 Tishri e mee aa ese Bane Shabbat Shuva sis 818 564 6774 Website Value New Addon Soon Visit Us ctrl click In the control panel you have many of the same display options as your general users have on your website with some enhancements that make managing the calendar a little bit easier In the screenshot above you see the default view for the calendar which is the monthly grid You may reach this view at any time by clicking the large orange View Calendar Grid button near the top of the page In this view you are ab
6. separate multiple e mail addresses with commas Send e mail at 11 4h O00 w 9 Location enter the location of the event whether it is the address of your building the room within your building or an outside location Be as descriptive as you would like D o O O 10 Cost 1 Ifthe event is free leave this field alone 2 Ifthe event is not free select Event Requires Payment from this dropdown 1 Creating Tickets you may create as many different ticket types as you would like The default ticket is General however you may change this to any ticket name and price 2 Adding more tickets click Create Another Ticket Type below the existing tickets and fill in the fields with the new ticket s information 3 Removing tickets click remove ticket type to delete a ticket Event Tickets Ticket Hame Ticket Price Members 318 remove ticket type Ticket Hame Ticket Price non members s250 remove ticket type Create Another Ticket Type 3 Payment Check the box es that are appropriate for your event 1 Pay at the door indicates that users will be able to bring a check or cash to the event 2 Pay online indicates that users can pay online Please note if online payments are enabled for your calendar installation checking this box will allow users to complete their online transactions during the RSVP process If you do not have this feature enabled checking
7. DSC_0069 JPG hebcal 2MB 270MB 285M8 gt O images gt includes gt O Lightroom 2 1 gt LL finals LL pics gt gt LocalSalesTaxModv2 2 2 My Documents gt Adobe o O AdobeStockPhotos DSC_0070 JPG DSC_0071 JPG DSC_0072 JPG DSC_0073 JPG DSC_0074 JPG gt AVS4YOU 4 g gt Downloads Paste D Add Remove Retry faled Wo o o AO gt O Memeo gt gt My Albums gt O My Downloads gt My Flip Video Prefs gt My Music My Pictures o 2 my Pictures gt O New Folder a Ver vy a 2009 04 O 2009 05 lag gt 2009 05 me gt 2009 07 tapp 2009 08 brur No files O phone pics gt D Picasa 5 There are several ways to choose the specific images to upload 1 Drag images one by one from the top right section to the area below it labeled drop files here 2 While holding the ctrl button click on each of the images you would like to add to the aloum Be sure that the ctrl button is pressed the entire time or you will not be able to select multiple files Once you have ctrl clicked all files you wish to add drag them all at once into the box below and drop them in place 3 Click on the first image you would like to add then while holding the shift key click on the last image This will select all images in between the first and last selected images Drag and drop them all at once to the box belo
8. only exist in one category 4 By default your fund will allow the user to input a unique donation amount If you would like to specify an exact donation amount i e for memberships or event tickets check the box next to Specify a fixed donation amount for this fund and enter a dollar amount in the box that appears below it Specify a Fixed Donation Amount for this Fund Fix donations atg18 5 Fund Description Be as descriptive as you like but keep in mind that there is limited space to display fund information Include information about how the money will be used so that donors know why they should select that fund 6 Fund Donation Contact Information You may select to have an email sent to any address upon successful donations to each fund This is useful if individuals in charge of separate groups within your organization need to be notified of donations For example each time a donation is made to a Sisterhood fund the Sisterhood treasurer may be notified Use the Fund Donation Contact Information box to select where to send the notification Fund Donation Contact Information Not visible to public A notification e mail will be sent to the following individuals whenever a donation is made to this fund Corey Inspired corey inspiredonline com A David info tools4shuls com Xx Add Contact v 7 Once all fields have been filled in click the Create Fund button to save the new fund E 1 3 Editing Fund
9. qmail com 310 434 3424 65 00 General Donation Fund Fora speedy recovery to another someone special Send tribute card to 1234 ohio Additional Info no extra notes E 3 Editing Donation Notification Contacts As seen above you may elect to have a notification email sent to s any address upon successful donations to each fund This is useful if individuals in charge of separate groups within your organization need to be notified of donations For example each time a donation is made to a Sisterhood fund the Sisterhood treasurer may be notified You can create and edit notifications and set the default contact person through the Donation Notification Contacts page 1 Click on the large red Notification Contacts button on the top of the page 2 Create a new contact by clicking the Create New Contact button at the bottom of the page Fill in the name and email address of the contact and click Save contact information to save 3 Edit existing contacts by clicking the pen icon next to the contact you would like to edit 1 Once you have edited the information click the disk icon to save the kd changes 2 If you would like to cancel changes before saving them click the red cancel 7 icon 4 To delete an existing contact click the red X icon next to the appropriate person 5 To set a default contact check the default box next to that person You may select as many default contac
10. they will remain in the Announcements system even though they are no longer shown to website visitors View all expired announcements using the View Expired button near the top of the page 1 To re activate expired announcements click on the announcement title to be taken to the edit page From there make sure the publish box is checked and change the end date to a date in the future Once you have saved your announcement it will again appear on your website until the end date has been reached G The Archive Module Originally developed to hold audio and text files of sermons the Tools 4 Shuls Archive has evolved into a full featured multi use tool for uploading audio video text and pdf files to any page of your website Just like the calendar announcement and gallery modules the Archive uses categories to organize media files and post your items to your website To access the Archive module click on the blue Archive icon at the top of the page G 1 Adding an item to the archive 1 2 Click on the large blue Upload New Item button near the top of the On the Upload page select at least one category to file the item under You may select as many categories as you would like If you do not see a specific category listed it might not be activated for the Archive module To activate it use the Site Categories link at the top of the page and check off the box next to that category
11. Admin Options box on the right side of the screen FA Edit Event amp Duplicate Event K Delete Event D 2 Editing Events 1 From the event grid view locate the event you would like to edit i in the calendar and click on the event title to be taken to the event details page Then click on Edit Event in the orange Event Admin Options box on the right side of the screen shown above OR Locate the event from the View Events List page and click on the pen icon corresponding to the event you would like to edit 2 Edit the event information just as you would if you were creating an event 3 When you are finished editing the event information click Submit at the bottom of the page 1 Editing Recurring events If you are editing a recurring event you have two options 1 To edit all instances of the event check the box at the bottom of the page marked Apply to all recurring events 2 To only edit one instance of the event leave this box unchecked and only this specific date will be edited D 3 Deleting Events 1 From the event grid view locate the event you would like to edit in the calendar and click on the event title to be taken to the event details page Then click on Delete Event in the Event Admin Options box on the right side of the screen shown above OR Locate the event from the View Events List page and click on the red X delete amp icon corresponding to
12. Youth Group membership committee meeting rather than committee meeting Event Description make it as long or as short as you would like Use the formatting options to edit text as you would in a word processing program such as Microsoft Word Please Note the less formatting the nicer it will look If you use different fonts sizes and colors for your text it may look less professional Event Description 4 Event Start Date Time click the calendar icon to select a start date for the event and use the time dropdown to select the starting time You may check all day event if appropriate ATN Event Start Date Time Sep 22009 EE a12 PM Y o0 w Wy aiia evreni 5 Event End Date Time by default the end date and time will be automatically set 8 to one hour after the start time Event End Date Time Sep 2 2009 FA at 12 PM 00 Recurring Events Just as in other calendars you may set this event to recur on a regular basis After checking this box use the first or second set of dropdowns to specify a recurrence schedule Use the End By date to note the last recurrence If no end by date is specified it will automatically end the recurrences after six months This if a recurring event A Public Event Keep this box checked to allow all users to view the event If unchecked the event will be created in the calendar but will only be viewable by administrators who a
13. ating a New Gallery 1 2 3 4 From the Galleries Overview Page locate the category you would like to add the gallery to and click Create New Gallery in the green bar If the category is not displayed on this page it is possible that it has not been activated for the Gallery module To activate Hebrew School it use the Site Categories button at the top of the page and Croate Now Gallery check the box in the appropriate category s row corresponding to the Gallery column See the Site Categories section of this manual for more information On the next page enter a Name and brief description for your new gallery and click Create New Gallery You will then be taken to the photo upload page where the Java Jumploader application will load Java must be enabled for this program to run Once Jumploader has loaded locate the folder and files you would like to upload from your computer Locate the folder using the file browser on the left The images within the folder will be displayed in the top section on the right side 4 JumpLoader Generating preview Desktop 3 a Documents and Settings ben My Documents My Pictures nikon pics 2009 05 lag bomer bonfire o 9 My Network Places o gt W My Computer gt D admin gt Adobe CS3 ii g re Se gt alisha video from flip Tr eS rt Sy n gt D boxes C au gt f N z classes ameme eras a B extra_boxes DSC_0066 JPG
14. ay now use the link near the top of the page to view the gallery DSC_0071 JPG 400MB H 2 Editing Existing Galleries 1 2 3 From the Galleries Overview Page locate the gallery you would like to edit and click the gallery title or the Edit View gallery icon On the gallery page you will see all images in the gallery To edit the gallery name or description use the Edit Gallery Details link above the images section aa TAG To delete an image click the red X icon for that picture To edit the name description or to move an image to a different gallery click on the image or on the edit image icon below the image you would like to edit 1 When you are finished changing the details of the image click the TS Save changes button at the bottom of the page to return to the gallery page To add more images to the existing gallery click the upload more photos image in the green box and use the Jumploader application to add more images View more information about uploading images beginning with Upped More Step 3 of Creating a New Gallery above To set an image as the gallery icon click on the Set as Icon icon below the image you would like to select The Gallery Icon is used on e17 6 your website when a thumbnail image is needed to represent the entire gallery By default the first image of the gallery will be set as the gallery icon To change the display ord
15. box on the right side of the page FA Edit Event View Event RSVPs 10 currently attending Duplicate Event x Delete Event D 5 2 Closing RSVPS 1 If you are no longer accepting RSVPs for your event and have not set RSVPs to automatically close you may close RSVPs from the View Event RSVPs page accessed above Simply Click close RSVPs for this event located at the top right corner of the RSVP details page D 5 3 Default RSVP Notification Emails see D 6 2 RSVP Notification Emails D 5 4 RSVP Field Sorting Options see D 6 3 RSVP Field Options D 6 Calendar Options 1 Access Calendar Options by clicking on the large orange Calendar Options button at the top of the Calendar administration pages D 6 1 Calendar Categories Viewable by public In order to allow enhanced categorization across modules you have the ability to hide categories being used within the calendar to make it easier to use and less cluttered Here s an example of why you might hide calendar categories Your synagogue has two different youth groups Kadima for the younger kids and USY for the older kids Both of these groups can be categorized within the youth group category but since you have a separate page on your website for each group and events in the calendar specific to each group being displayed on those two pages you need to be able to keep them separate internally However on the main calendar it s easier f
16. ck the add update button at the bottom of the page to save your new category B 2 Editing Existing Categories 1 Simply change the name of the category you wish to edit To undo your change A before saving click the blue arrow to the right of the text box 2 If you would like to apply the category to more or fewer modules check or uncheck the appropriate boxes Please note if a category is in use on a specific module you will not be able to 2 disable it within that module denoted by the checkbox being gray In other words if the youth category already has events in the calendar applied to it you will not be able to remove the youth category from the calendar module since the events require that category to exist To remove a category from a module you must first delete all items within that module using that category including any events announcements archive items or galleries When finished making changes click the add update button at the bottom of the page You may make changes to multiple categories at once B 3 Deleting Existing Categories 1 Click the red X to the left of the category name Please note If the X is gray rather than red that means the category is in use x by a module and cannot be removed You will not be able to delete categories that are currently in use by any module You must first delete all items within that category xe C Administrator and General Site Se
17. corresponding to the Archive column See the Site Categories section of this User Manual for more information Select a File Date from the calendar on the right The file date is used for sorting purposes and is often displayed on the website for visitors to see The default date will be the current date It is advised that you change it to correspond to the date the item would have been created or publish on For example if you are posting a sermon the file date should be the date the sermon was delivered to the congregation If you are posting a monthly newsletter the file date might be the first day of the month even if you are posting it on a different date Enter a title for the item Be as descriptive as necessary keeping in mind that the Description will not always be listed for the visitors If you do not enter a title the filename of the document will be used Enter an optional description The description is not always necessary since many archive views do not show the full description However since some do a brief summary or note might be helpful To upload an item to the archive use the Java Jumploader application near the bottom of the page Java must be enabled for this program to run 1 Click on the add icon Select a file to upload usingthe Add button below A Jumpigade No files 2 Abox will open up Find the file you wish to upload from your computer and once you have selected it c
18. d for Our next event Young Professionals 07 23 2009 09 25 2009 Yes or H f 0M xx MH HM MI Please help us research Boards and Committees 07 16 2009 11 26 2009 Yes ar ris 2 All active announcements are now being displayed Use the grab bar icon on the left side of each announcement to drag and drop the announcement to the desired location Once you let go of the announcement it will automatically update the location without the need to click a save button CE CE EEE F 3 2 Sorting Active Announcements by Category You have the ability to display announcements in different orders based on categories You may wish for certain announcements to be at the top of the list on one page and lower down on others Changing the order in one category will not affect the order in other categories To sort based on category 1 Locate the purple bar just above the announcements list and select the desired category from the dropdown menu 2 Use the grab bar icon on the left side of each announcement to drag and drop the announcement to the desired location F 4 Viewing Upcoming Announcements Start date in the future Use the large purple View Upcoming button near the top of the page to yay view only those announcements with start dates after the current date pean taal F 5 Viewing Expired Archived Announcements Announcements are never automatically deleted When they are unpublished or when their end date has passed
19. delete it or click on the publish or un publish icon to perform either action From this page you may click on an announcement title to edit it click on the ee F 3 Viewing Active Announcements Use the View Active button at the top of the page to view only those announcements that are within the period between the designated start and end dates These are announcements that are currently being displayed on your site F 3 1 Sorting All Active Announcements 1 From the View Active page locate the purple bar just above the announcements list and select All Categories from the dropdown menu CY Virtual Synagogue Dev Announcements cbse hinkt iho eet ard The announcements listed below are those that are currently showing from all categories The order in which they appear here is the same order they will appear in on Announcements section of the web site You can change the position of each announcement by dragging it up and down by its handle on the left This will immediately change the order on the web site as well Start Date E Sukkot cards for sale Sisterhood 09 08 2009 10 11 2009 Yes ay ibs Dont Forget your notebooks Boards and Committees 07 16 2009 10 02 2009 Yes a S Donations needed for Young Professionals Young Professionals 07 16 2009 10 07 2009 Yes Raffle Adult Ed s Music Available Adult Education 07 22 2009 10 02 2009 Yes music ae E 3 Volunteer neede
20. dministrators 5 Tools4Shuls Control Panel Virtual Synagogue Mozilla Firefox File Edit View History Bookmarks Tools Help Related Links m T Cc A AF http www synagoquewebsite com virtualsynagoque _isuite manage admin categories php LE Most Visited Latest Headlines SITE MODULES 3 9 oO a Delete ID eat gory Name Calendar Announcements Archive Photo Gallery Add New Fi O a oO i Events 2 Torah Portion K O 0O O oO F O 3 Candle Lighting Times 4 Holidays K 8 Youth Group K 9 Sisterhood Q Rabbi Sermons Adult Education 2 Hebrew School K 3 Young Professionals O 4 religious services K 5 Boards and Committees 6 music 7 General nnd DnDHDHDH DDD SD K K X A Pas XxX X A X a x XK X a x A 8 Dvar Torah Add Update v http www synagoquewebsite com virtualsynagogue _isuite manage adminjmo fh LT oa 4 818 564 6774 Website Value New Addon Soon Visit Us ctrl click Depending on how many modules you have installed on your website the Categories page might look different from the image above B 1 Adding a New Category 1 In the add new field enter a name for your new category 2 Check off the box es for the module s you would like to apply the category to You should select at least one and may check them all You will be able to come back to this page and edit the category later if needed 3 Cli
21. e Site Categories section of this manual for more information Title give your announcement a descriptive but brief title Keep in mind that space might be limited in some locations where your announcement will be posted Author you may leave this field blank or enter your name This information is not displayed to the public but is noted for your internal use Start and End date choose a date and time for your announcement to begin to display on your website and for the announcement to be automatically removed from your site The default start date will be the current date Announcement Content enter as much text as you would like You may use the formatting buttons above the content box to change fonts colors sizes and apply various other styles Please note the first few lines of your announcement content might be displayed on various pages of your website It is best to keep these descriptive so that visitors will get a taste of the announcement without having to click on it When completed click the Save Announcement button at the bottom of the page F 2 Viewing All Announcements In your announcements system all announcements are retained until you delete them Once an announcement is outdated it is archived rather than removed from the system allowing you to refer to them in the future if needed To view all announcements click the large purple View All link at the top of the page red X icon to
22. er inspiredonline com Password eesceecee Confirm Password eeeeeses C 3 2 Editing an Existing Administrator 1 Click the pen icon to the left of the administrator s name 1 In the expanded section you may edit the username email address and check or uncheck boxes for the modules you would like the user to have access to Old infotatools4shuls cam i reset password delete admin To save changes to the username email address and module access for the administrator click on the disk icon to the left of the username You may cancel your changes at any time by clicking the red cancel icon to the left of the username To reset the administrator s password click the reset password link In the popup window enter a new password click ok then 4 reset password enter the password a second time for confirmation and click ok again The password is now changed To delete an administrator click the delete admin link and click ok delete admin in the popup message The administrator is now deleted D The Calendar Module Your calendar comes equipped with English and Hebrew calendar dates Jewish holidays Torah portion names and candle lighting times specific to your location If installed you also have the ability to allow users to RSVP for events and pay for events using a credit card or PayPal account To access the Calendar module click the orange calendar
23. er of the images in the gallery drag any image and drop it in the desired location Group Actions are used to edit multiple images at once To use group actions 1 Check the boxes in the top right corner of those images you wish to edit or from the Group actions dropdown choose Select all or Deselect all 2 From the Group actions dropdown select the action you would like to perform Slates Actions iv C ING 1170 JPG C IMG 1171 JPG C IMG 1172 JPG 1 i i er pax Sax Select All De Select All Edit Picture Info Delete Selected oO C IMG 1173 JPG C IMG 1174 JPG C IMG 1175 JPG C IMG 1176 JPG Se x S x a x E a x 10 Changes are saved as you make them There is no need to click a Save button H 3 Deleting a Gallery 1 From the gallery overview page click the folder with the red X corresponding to the gallery you would like to delete
24. ew Donation Fund Categories E 1 2 Creating new Funds E 1 3 Editing Funds and Categories E 2 Viewing Donations E 3 Editing Donation Notification Contacts E 4 Donation Options E 4 1 Enabling Tributes E 4 2 Donation Email Template F The Announcements Module F 1 Creating new Announcements F 2 Viewing All Announcements F 3 Viewing Active Announcements F 3 1 Sorting All Active Announcements F 3 2 Sorting Active Announcements by Category F 4 Viewing Upcoming Announcements Start date in the future F 5 Viewing Expired Archived Announcements G The Archive Module G 1 Adding an item to the archive G 2 Viewing Existing Archive Items G 3 Editing existing archive items H The Photo Gallery Module H 1 Creating a New Gallery H 2 Editing Existing Galleries H 3 Deleting a Gallery Welcome to Your Control Panel Tools4Shuls Control Panel Virtual Synagogue Mozilla Firefox File Edit View History Bookmarks Tools Help Related Links 7 Cc ay A http www synagoquewebsite com virtualsynagogue _isuite manage admin 8 Most Visited Ay Latest Headlines Welcome You are logged in as admin logout Tools4Shuls ontrol Pan Donations A Create a New Event View Donations Create an Announcement View Calendar Grid Manage Funds View All Announcements View Upcoming Events Notification Contacts View Active Announcements Calendar Options Donation Options View Upcoming Announcements View Expired Announcements
25. huls control panel _ homepage click on the Manage Funds link within the donation section OR aa from any of the donation control panel pages click on the large red Manage Funds button link near the top of the page E 1 1 Creating New Donation Fund Categories 1 Your installation comes with one standard donation type General Donation which cannot be deleted or moved It will always appear on the top of the donations page You may edit the title and description 2 To create a new category on the Manage Funds page click the green plus sign or Create a New Fund Category within the green bar near the top of the page Donation Funds Create a Mew Fund Category 1 On the next page enter a category name and optional description for the category 2 Click the Create Fund Category button to save your new category E 1 2 Creating new Funds 1 Click the green plus sign or Create a New Fund link within the green bar of the category you would like to add the fund to General Synagogue Fund ra f Create a New Fund 2 General Operating Fund The General Operating Fund supplements the annual operating A budget of the Virtual Synagogue 2 On the next page enter the fund name and description 3 If you would like to add the fund to a category other than the one you selected you may change the category by selecting a different one from the Fund Category dropdown Each fund may
26. l addresses and the time the e mails are sent out can be configured per event however you can specify a default e mail address below Default RSVP E mail Notification Address info virtualsynagogue org kd D 6 3 RSVP Field Options 1 2 3 Create new RSVP fields using the Add New RSVP Field Option section Edit existing RSVP fields by clicking on the pen icon next to the corresponding field Delete existing RSVP fields by click on the Red X icon next to the corresponding field Please note if an RSVP field is in use you will not be able to delete it Sort the order of RSVP fields by clicking on the grab icon to the left of the field name and dragging the box to the desired location Fi ii ig bib Existing RSVP Fields 28 events Aloha A w j Last Hame 51 ewents Generic Input Fa x HE will Attend 1 event Alpha Fa ae e S 47 ewents Email ra a E The Donations Module Your Donations system allows you to create unlimited categories and funds within each category to allow user specified or fixed donation amounts and to take tribute information for each donation To access the Donations module click the red donations icon at the top of the page E 1 Managing Funds and Fund Categories From the Manage Funds page you will be able to create new fund categories new funds within each category edit and re order the funds To get to the Manage Funds Page from the Tools 4 S
27. le to display events by category using the Events Categories bar on the left You can scroll through or jump to specific months and years using the navigation bars at the top and bottom of the calendar grid You may also change the view by clicking on the Year Month Week and Day links just above the calendar grid D 1 Adding Events to the Calendar Begin the process of adding an event by performing one of the 1 2 following actions 1 Click the large orange Add New Event link near the top of the page Locate the date of your event in the calendar grid and click the small gray event addition icon next to the Hebrew date Please Note this icon is also 4 Elu available in the week and day calendar views and is only displayed while logged in to the control panel normal users will not see this icon On the Create New Event page fill in the fields with all available information 1 Category check off at least one category to file the event under You may select as many categories as you would like Create New Event Category W Adult Education F Boards and Committees d Events F General F Hebrew School F Music 2 Event Title give your event a short descriptive name Keep in mind that this name will appear in different places on your website sometimes without the category or description As such try to use short useful titles such as
28. lick open near the bottom right corner of that box Select a file to upload usingthe Add button below gt JumpLoader Add 0 0 0 O 0 Look In Sample Music M B el E Beethoven s Symphony No 9 Scherzo wma D New Stories Highway Blues wma File Name Beethoven s Symphony No 9 Scherzo wma x Files of Type Cancel Return to Archive Open Cancel 3 The item you wish to upload should now be displayed in the Jumploader box in the form of a large icon If you wish to remove this item and select another one simply click on the item to highlight it and click the remove button just above it Select a file to upload using the Add button below 4 JumpLoader Add Remove V 1 o Qa Ayo Fi Beethoven s Symp 1 File 604 KB 4 If you are ready to upload the item from your computer to the archive use the Add File to Archive button at the bottom of the page Add File to Archive 5 As the file uploads the page will display a status message indicated its progress When the file has completely uploaded you will be taken to the View Archive page to see your item in the archive Please wait while your file is being uploaded 4p JumpLoader Add S 0 f 1 Qo Ao m wv 1 File 604 KB A 23 9 completed 144 KB of 604 KB 45 6 KB s 3 00 00 10
29. n 2 Click the disk icon in the bottom right corner of this section to save your Ld changes C 2 Setting Your Outgoing Email You may choose to have a copy of outgoing system emails sent to a mailbox for your records This is helpful to be sure the system is working properly and to have a record of all confirmations the calendar and donations systems are sending to your users 1 To set an outgoing e mail box enter the email address in the field and click the Ll disk icon in the bottom right corner of this section to save the changes C 3 Setting Administrative Users You may create as many administrators as you would like and specify which modules they should have access to C 3 1 Creating a New Administrator 1 Click the Create admin user link in the Administrative Users d Create Admin User section 2 In the expanded section enter the desired username email address and password 3 Check the boxes for each module you would like the user to have access to 1 2 3 SuperUsers will have access to all modules as well as the Categories and Admin Settings pages of the control panel Admins that are not SuperUsers will have access to their specified modules but not to the Categories or Admin Setting pages Click the Create User button to save the new administrator Username E mail SuperUser Calendar Donations Announcemen ts Archive Photo Gallery Create Admin Account O d ivi O Username testuser E mail is
30. or everyone to be able to see or hide all youth group events rather than kadima and USY categories specifically So simply hide the kadima and USY categories on the calendar and when you add USY events add them within the USY and Youth Groups categories Do the same with Kadima events within the kadima and youth groups categories Now on the calendar users can sort by all youth groups without have to check or uncheck kadima usy and youth groups boxes Calendar Categories Use this section to view the categories available within the Calendar and specify how they are used Available Categories Viewable by Public Adult Education 53 events Boards and Committees 38 events Candle Lighting Times 2294 events Events 18 events General 0 ewents Hebrew School 35 events Holidays 1528 events Kadmina 0 events F music 4 events religious services 56 events Sisterhood 54 events Torah Portion 977 events ei 0 events F D 6 2 RSVP Notification Emails 1 Once per day an administrator may receive an update of all RSVPs that have been submitted You may change this for each event However you may set a default administrator by entering an email address and clicking the disk icon to save it RSVP Notification Emails RSVP Notification Emails can be sent out once per day per event to one or more administrators The administrator e mai
31. out of date p content to any page of your site quickly and easily You will be able to To Access the Announcements module click the purple announcements icon at the top of the page Please note code must be added to each page of your website that will feature information from the announcements module Please contact Inspired Multimedia for more information F 1 Creating new Announcements 1 2 9 Click on the large purple Create New button near the top of the Leave the Publish box checked if you would like your announcement to be displayed on the website based on your start and end dates If you would not like your announcement to appear on the website at all regardless of start and end dates uncheck this box Do not show on homepage if you are using the announcements system to display information on assorted pages within your website and will be posting an item that should not be shown on the homepage check this box By doing so your announcement will only show on the pages set up to show the category that the announcement is posted to Category check the boxes next to each category you would like to file the announcement under You may select as many categories as you would like If you do not see the category you would like it is possible that it has not been activated for the Announcements module Use the Site Categories link to enable it for the announcements module Please see th
32. re logged in 1 Non public events are useful for internal planning purposes or for creating events ahead of time that might not be finalized Once the information is ready for the public edit the event and check this box to make it public Public event Public ewent will be visible to all users non public events will only be wisible to logged in users Allow RSVPs check this box if you would like your event to accept RSVPs Please note RSVPs may not be enabled on your calendar installation If they are not and you would like to enable them please contact Inspired Multimedia 1 OPEN and CLOSED RSVPS once you allow users to RSVP you may specify whether your event is accepting RSVPs If itis Keep this set to OPEN If you are not ready to accept RSVPs or if the RSVP deadline has passed change this to CLOSED 2 Closing RSVPs you may set an end date and time to close RSVPs If you do not set an end time RSVPs will automatically close when the event has passed You may manually close RSVPs without setting an automatic end time RSVPs will close automatically on Sep 14 2009 HHEH at 10 AMi 00 1 The yellow box to the right of the RSVP section indicates how many days or hours the RSVP window will close prior to the event For recurring events since RSVPs cannot be closed on the same calendar date each time RSVPs will close this number of days hours prior to the event RSVPs are currently 3 RSVP Fields
33. s and Categories 1 From the Manage Funds page locate the category or fund you would like to edit and click the fund or category name or pen icon next to the appropriate fund 2 On the next page edit any details you wish 3 When finished use the Save Changes button to complete the update 4 To delete a fund click the red X icon next to the appropriate fund on the Donation Funds page E 2 Viewing Donations 1 To view all past donations click on the large red View Donations E see button at the top of the page 2 The donations received will be listed in blue bars including the date and time of the donation the amount donated who made the donation and if a refund was generated through the processing gateway PayPal the refund will be noted 3 View more information about any of the donations by clicking on the blue bar for that donation 4 In the expanded box details including processing fees tribute information and a break down of funds is available 08 06 2009 02 10 pm 45 00 donation by Demo Donator 08 06 2009 01 55 pm 65 00 donation by Demo Donator The full amount donated was 65 00 A total of 2 19 in fees were deducted The following shows the amount s received before fees Entire donation made for a speedy recovery to Donation by someon special Demo Donator Send tribute card to 1234 Ohio St 123 address Los Angeles CA 90025 Additional Info please send quickly cweide_1235770185_per
34. the event you would like to edit 1 Ifthe event is part of a series i e recurring event you will be prompted to either delete just this instance of the event or delete the entire series D 4 Duplicating Events 1 From the event grid view locate the event you would like to edit in the calendar and click on the event title to be taken to the event details page and then click on Duplicate Event in the Event Admin Options box on the right side of the screen shown above OR Locate the event from the View Events List page and click on the duplicate Fl icon corresponding to the event you would like to duplicate 2 Change the event title date and any other information necessary 3 Click Add at the bottom of the page to add your new event to the calendar D 5 RSVPs D 5 1 Viewing RSVPs 1 There are several ways to view RSVP information 1 From the View Events List page of the calendar control panel you will be able to get a quick view of your events with RSVPs and how many tickets p have been sold Simply look for the RSVP envelop icon next to each event accepting RSVPs The number next to each envelop indicates the total number of RSVPs accepted To view RSVP details click this icon 2 Locate the event on the grid or list views and click on the event title to view the event details page The total number of tickets sold and a link to view all RSVPS can be found in the orange Event Admin Options
35. this box will inform users that they may pay online but they will not be given a checkout option as they RSVP 3 Pay by Check indicates that users may send a check in the mail Upon checking this box you will be given the option to enter an address where users should send their checks This information will be displayed as the user completes their RSVP and will be included in their confirmation email Fayment Users have the option ta F pay atthe door pay online pay by check Checks should be mailed to PO Box 5772 sherman Gaks CA 91413 11 URL if your event has a web page outside of this event posting in the calendar please enter it here URL htt www inspiredonline com 12 Do not display on homepage check this box if you would like this event to be added to the calendar but not displayed on the homepage of your website If you are using a calendar module on your homepage to display upcoming events must be installed by Inspired Multimedia you may wish to keep certain events such as minor board meeting or classroom events from displaying there eT aaa ans F If checked this event will not appear on the list of upcoming event on the homepage 13 When you have entered all of your event details click the Add button to save the event in the calendar You will then be shown what your event looks like on your website If you wish the edit the event further use the Edit Event link in the Event
36. ts as you like Default contacts will automatically be notified of EVERY donation made through the donation system including new and existing funds E 4 Donation Options General options and settings for the Donations module can be found on the Donations Options page To reach this page click the large red Options button on the top of the page E 4 1 Enabling Tributes You have the option to allow donors to include tribute instructions with their donations You may disable tributes completely enable them on a per donation basis or enable them on a per fund basis 1 Enabling tributes on a per donation basis allows donors to enter one set of tribute information for the entire donation To enable this option click the Enable Tributes box on the Donation Options page This change is saved immediately 2 Enabling tributes on a per fund basis allows users to include separate tribute information for each fund they are donating to To enable this option check the box next to Enable tributes on a per fund basis in addition to the Enable Tributes checkbox This change is saved immediately Tributes Enable tributes Enable tributes on a per fund basis E 4 2 Donation Email Template For each donation a confirmation email will be sent to the donor with information about his donation You have the ability to edit this email however you would like A default confirmation is included with your installation ho
37. ttings Certain information about your organization is used by many modules You can update that information as well as create and edit administrators through the Admin Settings Page To reach this page click on the blue Admin settings button at the top of the page Please note This page is only accessible to superuser administrators Tools4Shuls Control Panel Virtual Synagogue Mozilla Firefox File Edit View History Bookmarks Tools Help Related Links S A 4 http www synagoquewebsite com virtualsynagoque _isuite manage adminjadmin_settings php B Most Visited Latest Headlines Organization Details Organization Name Virtual Synagogue Organization General Contact E mail jinfo inspiredonline com PO Box 5772 Sherman Oaks CA 91415 Organization Contact Address Outgoing E mail Send a copy of all outgoing system e mail to corey inspiredonline com Administrative Users Module Access Username E mail SuperUser Calendar amp Create Admin User FA admin admin synagoguewebsite com L corey corey inspiredonline com 4 ben ben inspiredonline com Z testuser corey inspiredonline com 7 demo info tools4shuls com SuperUser Calendar Donations Announcements Archive Photo Gallery v oi 4 818 564 6774 Website Value New Addon Soon Visit Us ctrl click C 1 Setting General Organization Details 1 Use the Organization Details section to set or update your informatio
38. w DSC_0065 JPG DSC_0066 JPG DSC_0067 JPG DSC_0068 JPG DSC_0069 JPG DSC_0065 JPG DSC_0066 JPG DSC_0067 JPG DSC_0068 JPG DSC_0069 JPG 402 MB 270M8 355M8 267M8 285M8 402MB 270M8 3 55 MB 2 67 MB 285 MB ot a Em f DSC_0072JPG_ DSC_0073 PG_ DSC _0074 PG_ Y ma 0070 JPG Yo 0 Qo AO Add Remove 9 1 o o A 0 DSC_0071 JPG DSC O0072JPG j DSC OO73 JPG DSC O0O74 PG lt DSC_0070 PG_ DSC_OO71 PG DSC_0071 JPG 400MB 1 file selected 4 00 MB 1 File 4 00 MB 6 Once all images have been added to the box on the bottom right portion of the Jumploader screen you may edit any pictures that need editing 1 To rotate an image click on the light blue arrows pointing out from each of the images 2 To edit an image click on the paint brush on the bottom right DSC_OO71 IA corner of the image thumbnail just above the image name Sage 3 To remove an image click on the red X icon in the top right corner of that image icon 7 When you are happy with your images and ready to upload them click the large green arrow near the bottom of the screen The progress bar will show the upload status and estimated time remaining Do not refresh the page or navigate away from the uploader screen 8 When the upload has completed all of the images will have a green check in the top right corner of their thumbnails You m
39. wever you may edit the message or subject line Do so using the Email Templates section of the Donation Options page 1 Edit the information within the body of the email as you would any text document 2 You may add pre set indicators to provide the user with an accurate receipt and a personalized message The indicators will be replaced by the appropriate information when the email is sent 1 To use the indicators click within the body of the message so that the cursor is located where you would like to add the indicator 2 Click on the indicator you would like to add from the list on the right side of the Email Body box The indicator will appear where the cursor was located 3 These indicators include iF 2 3 4 5 Organization Name Organization Tax ID your non profit tax ID number for donation receipts Donor Name the name of the person making the donation Donation Details the amount s donated and fund s donated to Tribute Details the tribute information provided 3 When you have completed your changes click the Save changes button at the bottom of the page This button will only appear if changes have been made to the email template ro F Ine Announcements Module The Tools 4 Shuls announcements module enables you to add text based edit and delete information as well as set dates to add and remove the content automatically so that your website will never be
Download Pdf Manuals
Related Search