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        Connections Online June / July 2014 Newsletter


Connections Online Users Roundtable! 
September 25-26 

Starts with a Kick-Off Dinner on Wednesday evening, September 24th 


Our Connections Online Users Roundtable will be held in Orlando, Florida.  We hope you will be able to join us.  We have some really exciting solutions to share with you this year: 


New Performance Management Module


Since last year's Users Conference we have been actively working on finalizing the new Connections Performance Management module. 


We have put a lot of our own thinking into this solution, combined with feedback from our beta-testing group. The end-product is a simple, time-efficient, adult-to-adult process that will improve performance through focused employee coaching and development.   It will also provide information you can use to drive pay and promotion decisions.


Join us in September to see how integrating Performance Management into Connections makes Connections a must have.  We will roll out the total solution and provide an opportunity for some Q & A with Cardwell and our Users who have piloted this module.


Dream Factory Solutions


DaLand Solutions LLC ( is planning to introduce a suite of "Dream Factory" solutions at our Users Roundtable this year to benefit COL Users by plugging into the Connections Online Web Service (COWS).


PowerTools for Project Managers

The first application, referred to as "PowerTools," is a project management desktop/device native application designed to empower project management professionals and general COL gurus to more efficiently, effectively, and easily manage COL projects. 


Core Data Connector (to Symitar/Episys, DNA, etc.)

The second DaLand "Dream Factory" solution (which will be deployed and managed through PowerTools) will be a core data connector (i.e. to Symitar/Episys, DNA, etc.) to allow credit unions to query data directly from the host processor for automatic population and updating of critical metrics. 


Collaborate with other Credit Unions via a Collaborative Hub

Finally, have you ever considered just how much valuable information is stored in your COL site?  What if you could collaborate with other credit unions and share or exchange non-sensitive project, initiative, metric, or other information via an online collaboration hub?  Soon, your organization will not only benefit from your usage of COL, but you'll be able to learn from and participate in what others are doing within COL, amongst other exciting innovations. 


COL New Features Added and Getting Your Feedback


We will also be updating you on new functionality within the basic program and getting your feedback on what you need.


Please let Linda Schmidt know if you are planning to attend so we know how many to plan for: or 800-395-1410.


We are looking forward to seeing you at our Users Roundtable!



New Links

Connections Online Training/Help Documents    


We know that some people have had trouble opening our links so we have a new process for that.   
Below are some links to documents you will find very helpful, just click to open the name with hyperlink or use the link:


4.1 Quick Reference:  QRG DOCS/QRG-4-1.docx 


4.1 User Manual: User Manual 


4.1 Administrators Manual:  Admin Manual 


4.1 Security:  Security 


Training Library: Training Library DOCS/training-library-sa-4-1.doc 



Recorded Webinar Sessions:

Advanced Features Webinar:  Advanced Features Webinar 

Application Training Webinar:  Application Webinar

Security Training Webinar:  Security Training Webinar

Introduction Webinar to COL 4.1:  Intro Webinar


  • Introduction to Version 4.1
  • Advanced Features Webinar
  • Application Training Webinar
  • Security Training Webinar
  • Logging in Video
  • Navigating the Application Video
  • Creating a Password Video
  • Project Overview Video
  • Creating a Project Video
  • Adding Team Members/Role of the Project Team Video
  • How to Create & Edit a Task Video
  • Project Scope Items Video
  • Creating a Project Video
  • Adding Team Members/Role of the Project Team Video
  • How to Create & Edit a Task Video
  • Project Scope Items Video
Connections Online Announcements 

Keep Up-to-Date on All System Announcements


Users who would like to be automatically notified by email when the server is down, or when there are other updates, must subscribe to these Forums.  To subscribe, simply go to this Forum link for system announcements: and for update announcements subscribe to this link: 


Go to each link and click on the "Subscribe" button in the upper right hand corner of each Forum (you may need to be logged in to Connections for the Subscribe button to show).  You will then automatically receive an email when any update announcements are posted on the forums. 


You can also click on any of the other Forums and subscribe to the ones for which you want to stay informed of any new posts.




Tips and Additional Help Documentation


When making changes to security, be sure to propagate the security.  When you click on the propagate icon, you have three choices: Overwrite, Add and Update, or Add New Only.  NEVER choose Overwrite, unless you really want to completely overwrite all of your former security, very rarely would this be the case.  The normal one to choose is Add and Update, which is currently the second choice. We may be re-arranging those, so people don't accidentally choose the first one.
Color Not Showing on your Metrics
If the thresholds are set with color, but the color isn't showing up:   Open the metric, click on the pencil at the top to edit, and check the box that says "tie color to current value". If that isn't checked the color won't show up.



Connections Online 4.1 Recorded Introductory Webinar

Use this link for a previously recorded webinar that is an introduction to Version 4.1 - Videos/Col-introduction.wmv  Use this link to print a copy of the Quick Reference Guide to Version 4.1 - DOCS/QRG-4-1.docx


Client Care Notes

To view previous Connections Online Newsletters: 








Connections Online 4.1 Application Training Webinars

Tuesday, June 17th -or- Tuesday, July 15th -or- Wednesday, August 13th

This 60-minute training webinar dives deeper into an overall "how to use" Connections Online 4.1.  

Click Here to register for June 17th 

Click Here to register for July 15th

Click Here to register for August 13th


Connections Online 4.1 Advanced Features Webinars

Wednesday, June 18th  -or- Thursday, July 17th -or- Thursday August 14th

This 30-minute training webinar highlights advanced functionality of Connections Online 4.1 with Q&A. 

Click Here to register for June 18th 

Click Here to register for July 17th

Click Here to register for August 14th


Connections Online 4.1 Security Training Webinars

Tuesday, June 24th -or- Tuesday, July 22nd -or- Tuesday, August 26th

This 60-minute training webinar is for Site Administrators - setting security on the site page and throughout the application.  

Click Here to register for June 24th 

Click Here to register for July 22nd

Click Here to register for August 26th


Past Educational Webinar Recordings 

For a listing of our past Educational Webinars, use this link:  


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 the following dates. 

Please pass these links on to them to register for the:  

June 25th Webinar at 1:30 ET - 

July 24th Webinar at 1:30 ET - 

August 27th Webinar at 1:30 ET - 



Contact Us

Connections Online Work 24481 Detroit Rd, Suite 300
Cleveland, OH 44145 US
Work (800) 395-1410
Fax (440) 892-9010 (fax)
Developed and hosted by Sypher Technology, Inc. Work 10825 Bluegrass Pkwy
Louisville, KY 40299 US