Installing Facility Scheduler and/or ondemand

ACS Facility Scheduler can be run as a icon within ondemand or on the desktop as it's own program (unless your on a mac in which case you'll need to use the ondemand version of it)

To get the ondemand client you can go to:  http://wiki.acstechnologies.com/display/OnDemand/Downloading+OnDemand

To get the standalone Facility Scheduler Client you can go to
http://cp.acstechnologies.com/Downloads/ (you will need your client portal login/pin to get in)


bonus tip:  you can actually run it from a browser too without even installing it by going to http://connections.ondemand.acstechnologies.com/  (use your ondemand login to connect)

(only works in IE)

ACS Checkpoint Check In/Out

ACS has put out some pretty good info on the checkpoint system from a implementation point of view at http://www.acstechnologies.com/solutions/check-inout

Sending Out Tax Statements from ACS People

Sending Out Tax Statements from people.

3 Ways:

1)  Old fashioned by mail

2)  Access Acs

3)  E-Mail via constant contact

Old fashioned by mail

Pros:  Everyone understands how to get them

Cons:  Stamp Costs, changes require new mailing  

How:  Basically in The People Suite go into Contribution Reports and expand the category for statements.

You have a number of options - if you aren’t using the preprinted forms you’ll probably use the plain paper statement.  You will basically customize, print, put in envelopes and mail.

Access ACS
Pros:  Free, Easy to Update if you need to make corrections,  Instant Access
Cons:  Your membership will need to know how to login to access acs to view them, must have email for it to work

How:  Basically in The People Suite go into Contribution Reports and expand the category for Extracts.  Customize it to your needs - you may wish to check the option for “ignore send statement flag”  + you will need to select a email type.  After making your selections hit “extract”
Then do your normal upload records to access acs and it will automatically upload the pdf statments to view it.  
to view it they go to their “my giving history” page and there will be a button for the pdf tax statement.

**You can have the system email anyone who has a statement in the Admin/E-Mail Notifications Area in access acs.**

E-mail via constant contact
Pros:  Constant Contact will let you modify your email to be aesthetically appealing and helps monitor who received it.  Does not require access acs.  Instant - no mail delay.

Cons: you have to have a constant contact account to use this feature.  obviously they will have a email address to receive emails.

How:
In The People Suite go into Contribution Reports and expand the category for statements.  Select E-mail Plain Paper Statement, customize it as you would the plain paper statement.  There is a link in the bottom right  in the constant contact options section where you pick a statement link; remember the number you choose here, you’ll see it when you are composing your constant contact email.  you can also put in your constant contact account info in the manage Accounts link.
Be sure you select a email type.

Preview the report, then it will offer to send the information to constant contact for you.

In constant contact draft a email and somewhere in the body insert a hyperlink and have it direct the recipient to https://acsurl.com/cb/$Subscriber.customtext#$  , replace the # with the number you choose in the extract for the statement link; for example if you picked 3 it would be https://acsurl.com/cb/$Subscriber.customtext3$



**You will want to not use google analytics or link tracking**

Send that email and when the member uses that link it will ask for their email, if that matches what you have in people for them they will be able to view/download the pdf tax statement .

Useful ACS Wiki Links:
Constant Contact: http://wiki.acstechnologies.com/display/ACSDOC/Sending+E-mails+in+Constant+Contact

Q: Where Can I view/add Comments in Access ACS

Q:  In Access ACS where can you add/view comments if a user has rights to do so?

A:  In Access ACS if you pull up someone's profile via directories / location individual there will be a comments tab that you can view that person's comments or add new ones if you have full rights to it.

You can also pull up their profile via a hyper-linked name in may other areas such as when viewing a group roster.

Notes:

• A user can never see comments on their own record if logged in a username that is associated with their record in people.
• You can only see comment types that you have uploaded and that that user has rights to.
• A ley leader could only pull the profiles of people who are in groups that they are a leader of, a staff or admin login type can pull everyone in the database.