August 2011 Newsletter

Connections Online August 2011 Newsletter

Connections Online 4.0 Advanced Features Webinar

Tuesday, August 16^th at 1:30 ET

This 30-minute training webinar highlights advanced functionality of Connections Online 4.0 and Q&A.
Click here to register

Connections Online 4.0 Application Training Webinar

Wednesday, August 24^th at 1:30 ET

This 60-minute training webinar dives deeper into an overall “how to use” Connections Online 4.0.
Click here to register

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 Connections Online, we have an informational webinar scheduled on Thursday August 25^th at 1:30 ET – Please pass this link on to them to register:

https://www2.gotomeeting.com/register/132306338

Connections Online Migration

If you have not already done so, and are ready to migrate to 4.0, please contact Karla Norwoodat 800.395.1410. 

Connections Online Users Roundtable Presentations – June 12–14, 2011

We have had requests for copies of the presentations from the Users Roundtable.  We are including links for all the presentations we have:

• CEOs Larry Biernacki (Arkansas FCU) and Brian Ducharme (MIT FCU) – Presentations on using Connections to focus the organization on “what’s important” to the business – and how to pull everyone together for the same purpose.  Presentations not available.

• A+ Credit Union – Roger Douville showed the group how they created a Jeopardy TV Game to teach the information in Connections.  The result was an engaging, fun process that had an amazing impact.  Click here for presentation.  

• Three Rivers Credit Union – They are going through a major organizational redesign and operational transformation.  Tiffany Yoquelet shared how Connections Online made a difference in this change effort by aligning and engaging employees.  She also shared some interesting resource tracking documents.  Click here for presentation. 

• State Employees of Maryland CU – Tony Daniels shared how they rejuvenated the Connections process while migrating from version 3.2 to 4.0.  SECU won a best practice award from HR CUNA Council for their work using different training methods.  Click here for presentation. 

• Karla Norwood – What’s Changed
• COL Guide for On-Boarding of Executives and Managers - Click here for presentation.     
• Roll-Ups and Linking Metrics - Click here for presentation.     
• Introduction to Outlook and COL 2007 - Click here for presentation.       
• Introduction to Outlook and COL 2010 - Click here for presentation.      
• COL 4.0 Microsoft Project Connector – Beta Testing Guide - Click here for presentation.       
• Connections Online Web Services - Click here for presentation.     
• Connections Online Support Community Zendesk
  Click here for presentation.       

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 available. 

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

Deleting Tasks

When deleting tasks, be sure to first delete the subtasks, then delete the parent task. i.e. Parent task is 1.0, sub-task 1.1 and 1.2.  Delete sub-task 1.1 and 1.2 before deleting parent task 1.0.  If you delete the parent task and the subtasks were not deleted previously, they will show up on the task list after it, which takes on the same number as the task deleted, giving you subtasks with the same number.  Example:  Deleted parent task 9, but forgot to delete its subtasks of 9.1 and 9.2.  Task 10 (which has subtasks 10.1 and 10.2) becomes task 9 and its subtasks become 9.1 and 9.2.  You now have two subtasks called 9.1 and two called 9.2.

Archiving

When you click the archive symbol on the archive module on the Site Admin page, it will take a few minutes to do the archiving before you will see the archived metric or projects on the site admin archive module.  Also, once the archiving process has completed, when you go to the specific Organization or Department tab and select the archive symbol, you will see the newly archived metrics and projects.  The list of metrics and projects will not necessarily appear as they do on the list on the main tab – they will be alphabetical.  However, you can use Control F (or the search function in Internet Explorer or Firefox) and type in the name of the metric or project and it will take you to that item and you can open it from the archive window. 

Once the metric or project has been archived, you can edit/delete the metric/project on the current main page (as the original is now archived). When archiving, the task does not move to the archived list, it is copied to the archived list.  It can then be deleted from the original location if you wish.  Keep in mind the archived item cannot be edited in any way, brought back to an active task or deleted.

Client Care Notes

To view previous Connections Online Newsletters, go to http://www.connectionsonline.net/News/Newsletters.aspx  

Monthly Calendar of Webinar Events Link:

Click here to see our upcoming webinars or to register for a free training webinar.  

Connections Online
24481 Detroit Road, Suite 300
Cleveland, OH 44145

(440) 892-1410 or (800) 395-1410

www.connectionsonline.net