CAA Product Help

(HELP ?) Circles provide narratives on Training, Explanations, and Hints. These can be related to the overall screen, or to specific items on the screen.

You found the (HELP ?) Circle narrative for "Using the Profile Screen" by clicking the (COMPREHENSIVE HELP ?) Circle on the "ADD PROFILE" Screen or the "VIEW OR UPDATE PROFILE" Screen in MemberLink (hereafter referred to as "PROFILE" Screen) or any of the other screens related to "Profiles" that have this (COMPREHENSIVE HELP ?) Circle.

You came to the "PROFILE" Screen in one of three ways:

- When you clicked the "ADD NEW CONTACT" Hyperlink in the Navigation Panel for the "CONTACTS" Screen.

- When you clicked the "EDIT" Hyperlink in the "PROFILE MGMT" Column on the "CONTACTS" Screen.

- When you clicked the "PHOTO" in the "PROFILE MGMT" Column on the "CONTACTS" Screen.

Overview: General Information

In your MemberLink system, all the information about a person can be viewed and updated on the "PROFILE" Screen.

This screen is used to "Add" a new person to your system (called "creating a contact record"). It is also used for viewing existing contact records; and for "Modify" "" making changes or updates.

This screen is used by both Administrator Module Users and Member Portal Module Users. When logged in via the Member Portal, there is far less functionality available. A member cannot "Add" a new person, and they cannot see or update all the data about themselves that is typically available to administrators.

There are several areas of the "PROFILE" Screen that will be easier to use correctly if you read the (HELP ?) Circle narratives. These narratives reinforce the training you received and assist in keeping you current with new changes to the screen. Sometimes they also provide "hints" on how or why you would want to do something a certain way and how it might save you some time or provide more utility from the system.

In the overview of (HELP ?) Circle narratives that follows, we will describe the full set of Help narratives "" those that might be seen by Administrator Module Users.

Overview: Help Narratives

Each (HELP ?) Circle narrative available in the Administrator Module for the "PROFILE" Screen will be identified below. Each of these has a full (HELP ?) Circle narrative offered on this (COMPREHENSIVE HELP ?) Circle menu of choices. Refer to them and read them for "Help" details you need for each area of the "PROFILE" Screen.

(HELP ?) Circle: Using All the Buttons on the Profile Screen
This Help narrative will describe each of the buttons you might find on the "PROFILE" Screen, and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Username & Password
This Help narrative will describe the Username and Password data fields and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Optional Member/Employee ID #
This Help narrative will describe the Member/Employee ID data field and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Cell Phone Carrier & Text Messages
This Help narrative will describe how the Carrier data field works in conjunction with the Cell Phone Number in support of the Texting function and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Additional Information Expansion
This Help narrative will describe the additional data fields available when you click the Expansion symbol, and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Birthday & Anniversary Dates
This Help narrative will describe the Birthdate and Wedding Anniversary data fields and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Non-Member Checkbox
This Help narrative will describe the purpose of the Non-Member Checkbox and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Automatic Reminder Checkbox:
This Help narrative will describe how using the Birthdate and Anniversary reminder function will provide reports to leadership and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Date Left Church to Identify Former Contacts
This Help narrative will describe the Date Left data field and how it assists in identifying former people and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Donations Envelope Number
This Help narrative will describe the Envelope Number data field and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Email Permissions Expansion
This Help narrative will describe how to Expand the Email Permissions area and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Prayer Wall Monitor Expansion
This Help narrative will describe how to Expand the Prayer Wall Monitor area and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Document Attachments Expansion
This Help narrative will describe how to Expand the Document Attachments area and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Upload Digital Photo
This Help narrative will describe the how to upload digital photos of yourself or your family and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Permission Level Settings
This Help narrative will describe the settings for Permission Levels and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Title or Role with this Person
This Help narrative will describe what to enter in the Title or Role box and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Manager Checkboxes
This Help narrative will describe the Manager Checkboxes area and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Prayer Wall Setup Options
This Help narrative will describe the options available when posting on the Prayer Wall and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Photo/Contact Directory Setup Options
This Help narrative will describe the options available for displaying data on the Photo/Contact Directory and provides instruction, training and hints for appropriate usage and maximum functionality.

(HELP ?) Circle: Using the Child Information Settings
This Help narrative will describe the options available for indicating if the person is an adult or child and what grade the child is in, and provides instruction, training and hints for appropriate usage and maximum functionality.

Administrator Module Users: Some of you can both "Add" and "Modify" a person, depending upon your Permission Level. You can also see all or almost all of the buttons and areas described above, depending upon your Permission Level.

Member Portal Module Users: When logged in via the Member Portal, there is far less functionality available to you. A member cannot "Add" a new person. A member can update some data about themselves, but cannot see or update all the data about themselves that is available to administrators. You will not see all the Help narratives either because some of them apply to areas of the screen that you cannot update.

"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230