Connections Online May / June 2015 Newsletter



Connections Online Users Roundtable


Over the years we have had the Roundtable in June or September.  Both times don't seem to be optimal (people with children have vacation in June, and in September people are trying to finish all the projects before the end of the year - plus planning and budgeting...) 

Another issue is that we have spent much of our development resources since the last User Roundtable finalizing the Performance Management Module that was one of the main topics at the last Users Roundtable.   

So, what we have decided is to have our Users Roundtable next March - first week.  We chose this time of the year because there shouldn't be too much impacting the dates plus the weather should be warming up.  We are looking at location options and will let you know shortly about the location. We are always working to improve the functionality of the application.  Since the full release of the Performance Management Module first quarter of this year, our development team has been working on, and will be releasing, the following:

  1. API:  we have been working with DaLand Solutions (, on a number of API updates to make sure calls can be done with the proper speed and error free

  2. API:  calls can now be made for everything that is necessary for the APIs that DaLand and also custom APIs other customers are creating

  3. API:  supporting DaLand on their unique API offerings to Connections customers, including Project Power Tools, as well as a Collaboration application that will allow customers to "collaborate and share" project work with other credit unions

  4. Main Application Speed:  implementation of speed improvements to the basic application

  5. Security: non-admin users will only see icons allowable based on their security (i.e. if the user only has "read" security, they will not see any other edit symbols for that element of the page)

  6. Logging in: common login alternatives will be available (like Facebook, Google, etc.)

  7. Active Directory: is "technically" done now.  However, our developer still has to do some final testing as well as put together the instructions for your IT people in order to make it work properly. 

  8. New Reports: these are specific to project type reports

  9. In the longer term, we are also working on a new website, a mobile app, as well as starting to define elements for a new User Interface for our next version of Connections.  

Besides the application itself, we realize that much of the value to attendees of the Roundtable is about sharing best practices.  Between now and the next Roundtable, we will be offering some webinars on topics of interest, including the new functionality being introduced.  



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  


Go to the link and click on the "Subscribe" button in the upper right hand corner of the 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




Want your Connections Online information in Outlook? We have you covered. Click here for the most up to date version of our Outlook Connector, instructions on how to use it, and how to install it.


Completed Projects

Once a project has been completed for 30 days it is automatically removed from the projects list. These projects are not deleted, just filtered out. If you need to see completed projects further back, you can change the setting to see more than 30 days for your entire site from the admin page under Site Settings - click the pencil next to ProjectCompletedFilter and change the number of days to whatever number you would like. An important thing to remember is that as the list of completed projects grows larger, it can have a negative impact on COL performance. This works the same for completed tasks.


Delete an Item by Mistake?

Most items in Connections Online are never really deleted. They are marked with a deleted flag so they can be easily retrieved in the event that they were deleted by mistake or if they are needed again. In either of these cases it is a simple matter to bring these objects back. It is important to note that not all items are like this, some items like comments will be gone forever when you delete them.


To restore an item, simply click on the trash can symbol in the upper right of the page where the item was deleted. When you click it, you will open an "Undelete" page.  Deleted items will be listed on this page.  Roll over the item you want to undelete and click on the undelete symbol to the left of the item.  Navigate back to the original page and the item will be restored. 


Need Support?

There are several ways you can get help while using Connections Online. You can search our Forums, ask the community on the Forums, or send us a support ticket by simply sending an email to We are always more than happy to help our users solve their problems. You can also search our forums and send us a support ticket directly from Connections Online. Just click the feedback button at the bottom of the page. If you want to search use the search bar to the right of "How can we help you?". If you can't find your answer just fill out the information there and submit your question.


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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 
It is helpful to use the Quick Reference Guide during the webinar - use this link to print the QRG - DOCS/QRG-4-1.docx


Client Care Notes

To view previous Connections Online Newsletters: 





Connections Online 4.1 Application Training Webinars

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

Click Here to register for Tuesday, May 19th at 1:30 ET

Click Here to register for Tuesday, June 23rd at 1:30 ET


Connections Online 4.1 Advanced Features Webinars

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

Click Here to register for Thursday, May 21st at 1:30 ET 

Click Here to register for Wednesday, June 24th at 1:30 ET 


Connections Online 4.1 Security Training Webinars

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

Click Here to register for Tuesday, May 26th at 1:30 ET 

Click Here to register for Thursday, June 25th at 1:30 ET 


Past Educational Webinar Recordings 

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


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