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Connections Online April 2011 Newsletter
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Users Roundtable – Register Today! International Drive – Orlando, FL June 13 - 14 Kick-off Dinner June 12th To register email Linda Schmidt at: lschmidt@cardwellgroup.com Connections Online 4.0 Advanced Features Webinar Wednesday, April 13th at 1:30 ET Wednesday, May 11th at 1:30 ET This 30-minute training webinar highlights advanced functionality of Click here to register for May 11th Connections Online 4.0 Application Training Webinar Wednesday, April 20th at 1:30 ET Wednesday, May 18th at 1:30 ET This 60-minute training webinar dives deeper into an overall “how to use” Click here to register for May 18th Educational Webinar Past Educational Webinar Recordings For a listing of our past Educational Webinars, use this link: http://www.connectionsonline.net/news/events.aspx Training Library Click here to link to our Training Library Informational Webinar If you know someone outside of your company who may be interested in learning more about or this link to register for May https://www2.gotomeeting.com/register/140903890 Connections Online Migration If you have not already done so, and are ready to migrate to 4.0, please contact |
CUbroadcast – Interview with Jim Cardwell: I would like to introduce you to Mike Lawson. He has worked with us over the years to help promote the Connections solution – some of you may have spoken with him over the phone or met him at our User Roundtable. Mike is creator and host of CUbroadcast - a credit union talk show. It is a collection of informative, online video interviews discussing today’s credit union issues with some of the industry’s finest innovators and ambassadors.
COL IQ – Metric Roll-Ups, Metric Linking, MS Project Connector and Outlook Connector Metric Roll-Ups and Metric Linking, as well as MS Project Connector, are in production. The Outlook Connector is ready for beta testing. If you are interested in beta testing, please contact Karla. This connector will sync all tasks (project, dialog follow-up, basic role and personal tasks) to your Outlook task list as well as sync Outlook calendar with dialog meeting dates and project end dates. You are able to easily mark tasks off in Outlook as completed, add comments, etc. If you have not already subscribed to COL IQ, please contact Karla Norwood at 800-395-1410 or karla.norwood@connectionsonline.net 4.0 Tips of the Month Setting Security – Difference between red negative and leaving the circle grey The system does not allow you to put a red negative on the Default (top) row. Red Negative denies access to that user/group regardless of other security settings that might give them access. The grey circle only affects that security row and it will allow access if another security setting allows them access. If Default security is Read, and user A has a grey circle under Read, user A will have Read access. If user A has a red circle under Read, user A won’t have Read access. Security - Propagating When making a change in the security, it is important to click on the propagate button to ensure the security goes backward and forward, rather than just “from this point on”. There are three options on how this operation will behave when you click on propagate security: Option One: Overwrite. Default security will overwrite all existing security. Option Two: Add and Update. New security groups and users will be added, and existing settings will be updated to default security settings. Existing settings that are not in the propagation will be unaffected. Option Three: Add New Only. New security groups and users will be added, but existing settings will remain the same. Option Two will add new items and update any overlapping items. Option three just adds new items and doesn't update overlapping items. Here's an example: Current: User A - Read, Update, Delete User B - Read, Delete New Security to Propagate: User A - Read User C - Read, Update After Option 1: (overwritten) User A - Read User C - Read, Update After Option 2: User A - Read (this is overwritten) User B - Read, Delete (this is untouched) User C - Read, Update (this is added) After propagating with option 3, you would have: User A - Read, Update, Delete (this is NOT overwritten) User B - Read, Delete (this is untouched) User C- Read, Update (this is added) Updated Manual We are continually updating our manuals and you can go to the link below at any time to obtain the newest manual. You can tell if you have the latest version by the date at the bottom of the page in the manual. Connections Online User Manual: http://www.connectionsonline.net/docs/user-manual4.pdf Client Care Notes To view previous Connections Online Newsletters, go to http://www.connectionsonline.net/News/Newsletters.aspx Monthly Calendar of Webinar Events Link: Go to this link and then choose Calendar of Web Events from the list: http://www.connectionsonline.net/News/Events.aspx Connections Online (440) 892-1410 or (800) 395-1410 |
April 2011 Newsletter
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