Support Center

Managing your Member Portal from Congregation Connect

Last Updated: Jul 10, 2017 10:40AM CDT
When using the member portal, there are several customization that you can make directly from Congregation Connect. 
 
To access the controls:
1. Click on the + tab to see all objects
2. Click on Member Portal Settings object
3. You should already have an existing records named MP-0000. Click on the record from the Recent Member Portal Settings or from the “All” view (do not create an additional setting).

 
 
 

1. Enter the YouTube embed link to show a video on your portal’s home page.
2. These options allow you to select which component should display on the portal homepage.
3. Click here for more information on displaying the Jewish calendar & Shabbat times.

4. You can chose to display the Description Field and GL Name columns in the "My Finances" page of the portal. 5.  Check this box if you would like to hide the tax letters from the "My Finances" portal page. Learn more here.

6. Chose whether the calendar will display on the Events Calendar tab in the portal
7. This section lets you choose a default form for your events and donations. The default is shown for Events if one is not entered on the event page. 
8. Messages to display on portal home page and  above the Events Calendar on the Events Calendar tab
9. Enter a signature & footer to appear on the bottom of the tax letter. Further page customization is not available.



 
 


 

 



 

Contact Us

  • Email Us
  • Congregation Connect support is available via email. Please email support@congregationconnect.com and one of our Support Specialists will respond as quickly as possible.
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