CCIS Reference Guide
Table of Contents
Introduction
About This Guide
Start CCIS
Terms You Should Know
Mouse Movement
Main Window
Title Bar
Control Menu
Maximize/Restore Button
Minimize Button
System Button
Menu Bar
Status Bar
Tool Bar
Notebooks and Tabs
Title Bar
Control Menu
Minimize Button
System Button
Dialog Boxes
System Button
Grids
Function and Navigation Keys
Row Indicators
Grids and Notes
Drop-down List Boxes
Function and Navigation Keys
Pop-up Menus
Menus
Cascading Menus
Function and Navigation Keys
Shortcut Keys
Dates
On-line Help System
Parts of Help
Title Bar
Menu Bar
Tool Bar
Topic
Help Menu Bar
File Menu
Edit Menu
Bookmark Menu
Options Menu
Help Tool Bar
Help Topics
Full Page
Pop-up
Getting Help
Open Help Topic
Help Topics
Search for Help Topic
Find a Help Topic
Exit CCIS
Getting Started
User Management
Log into User Management
Edit System Administrator ID and Password
Add Users
User Access Rights
Turn Password Protection On/Off
Log into CCIS
Set Up CCIS
Edit Organization Information
Define Enter Key Function
Display Portraits
Define Default Address Fields and Label Format
Assign Envelope Number Options
User Defined Codes
Membership Management
Add Family
Family User Defined
Family Notes
Family Portraits Tab
Add Members
Add Personal Data
Add User Defined Information
Add Member Notes
Add Personal Events
Member Portraits
More Member Information
Activity Information – Enrollment, Attendance & Care Groups
Activity Information – Add Skills & Interests
Member Giving Information
Giving Information – Contributions Tab & Pledges Tab
Add Relationships
Activities Management
Add Activities
Add Enrollment
Add Events and Attendance Summaries
Enrolled Members
Other Members
Contributions Management
Add Contribution Funds
View Contributions for a Fund
View Pledges for a Fund
Contributions Data Entry
Add Contribution Batch
Add Contributions to Batch
View Contributions List
Contribution Batch Preferences
Print Contribution Batch Report & Close Batch
Post Contributions to Accounting
Pledge Data Entry
Add Pledge Batch
Add Pledges to Batch
View Pledges List
Pledge Batch Preferences
Print Pledge Batch Report & Close Batch
Reports, Query and More
Locate Records
Sort Orders
Available Sort Orders List
First, Last, Next and Previous
List
Find
Member Name Lookup
Print Reports
Report Selection Dialog Box Overview
Print Preview Overview
Print Reports
Report Options
Query
Import/Export Portraits
Import Portraits
Link Portrait
Display Portrait
Export Portrait
Maintenance Menu
Edit User Password
Move Member
Move Contributions/Pledges
Change Envelope Numbers
Copy Current to Next
Reassign Next by Member Name
Move Next to Current
Promotion
Addresses – Import/Export
Export
Import
Database Utilities
Data Repair
Purge
Select Members
Select Records
Verify Purge
Final Warning
Create
Backup/Restore
Inside CCIS
Outside CCIS
Backup
Restore
Index - Page 1
Index - Page 2
Index - Page 3
Index - Page 4
Index - Page 5
Index - Page 6