https://tech.churchofjesuschrist.org/wiki/api.php?action=feedcontributions&user=BrobergMW&feedformat=atomTechWiki - User contributions [en]2024-03-29T11:08:35ZUser contributionsMediaWiki 1.39.6https://tech.churchofjesuschrist.org/wiki/index.php?title=CDOL_Procedures&diff=72842CDOL Procedures2018-06-18T17:34:40Z<p>BrobergMW: Updated the verbiage for the Mailing Labels section</p>
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<div>{{Template:CDOL}}<br />
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The Church Directory of Organizations and Leaders (CDOL) is a Web application that contains information about Church organizations and leaders worldwide. Organization information includes address and contact information as well as information about related units, leaders in the organization, etc. Leader information includes address and contact information as well as information about the leader's calling or position. CDOL helps General Authorities, Church Headquarters personnel, Area administration personnel, and local priesthood leaders worldwide to fulfill their assignments. The information below explains how to:<br />
* Sign in and navigate in CDOL.<br />
* Deal with IE9 and IE10 Browser Compatibility Issues (hourglass continues to spin, unable to see all features, unable to edit, etc.)<br />
* Search for organization and leader information.<br />
* Personalize the Church directory.<br />
* Export information for use in a spreadsheet application.<br />
* Export data to create mailing labels.<br />
* Create special reports.<br />
* Add or update your personal contact information in the directory.<br />
<br />
CDOL access is restricted to authorized users and systems. Any release of information from CDOL is governed by a comprehensive information release policy.<br />
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<br />
==Signing in to CDOL==<br />
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Follow these steps to sign in to CDOL:<br />
# In your browser’s address field, enter the URL https://cdol.lds.org<br />
# Enter your LDS Account username and password.<br />
# Click the '''I agree, Sign-in''' button. The CDOL screen appears. (If it does not appear, follow the instructions in the error message.)<br />
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* If you forget your username or password or need to register for an LDS Account, click on the links provided. A new screen opens where you are asked to provide some personal information.<br />
* For easier access to CDOL, create a favorite (bookmark) in your Web browser, or add a shortcut to your desktop.<br />
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==Dealing with IE9 and IE10 or greater Browser Compatibility Issues==<br />
<br />
If Internet Explorer version 9 or 10 (or greater) is used to access CDOL there are some compatibility issues with these browser versions that impact CDOL's functionality. Attempting to access certain features will cause the hourglass to spin rather than executing the command, or certain features may not be visible, or may be only partially visible. Affected areas include:<br />
* Clicking on the Unit Boundary Forms/Maps link on a summary page causes the hourglass to spin without producing any results or opens the list window but no maps or forms are displayed<br />
* Drop-down menus in Advanced Search and other areas do not open or only display partial contents without a scroll bar<br />
* Editing contact information such as phone numbers, addresses, etc., causes spinning hourglass or application error or crash<br />
* Other access or functions cause spinning hourglass or error<br />
To work around this issue, users can:<br />
* Run CDOL in a different browser (such as Chrome or Firefox) <br />
* Set the IE browser to "Compatibility View" using the compatibility view icon (looks like a page with a jagged line running through the middle of it) which can usually be found in the URL address field to the right of the "Pad Lock" (Security Report) icon, or under the Tools drop-down menu on the menu bar. To run CDOL in compatibility view, first sign in to CDOL, then click on the "Compatibility View" icon or open the "Tools" drop-down menu, find "Compatibility View" and click to enable it, or open it and add "lds.org" to the list of websites.<br />
If the menu bar is not enabled (the menu bar drop-down menu items usually include "File", "Edit", "View", "Favorites", "Tools", and "Help") it can be enabled by right-clicking in an open spot of the section of the browser immediately below the URL address field, where the menu bar is usually positioned, and then clicking on "Menu Bar" to toggle it to enabled (places a check mark to the left of the selection). <br />
In compatibility view CDOL performs more closely to levels found with earlier versions of IE.<br />
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==Navigating in CDOL==<br />
<br />
In general, you can navigate in CDOL the same way you navigate in other Web-based programs. Please take note of the following:<br />
* When using edit in CDOL do not use the back or forward buttons in your Web browser, unless after each page jump you do a page refresh. Otherwise the displayed data may show false information and not reflect the actual information of the underlying page. Using the navigation tools provided within CDOL when editing (such as links) does not require a page refresh.<br />
* At any time during your session, you may click the Church Directory logo to go to the CDOL home page.<br />
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The following options or links are available on the CDOL home page: <br />
* '''Sign Out'''<br />
* '''LDS Maps''' <br />
* '''Feedback'''<br />
* '''User Manual'''<br />
* '''FAQ''' (Frequently Asked Questions)<br />
* '''Headquarters Directory Guide'''<br />
Other options may be available depending on your CDOL rights.<br />
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===CDOL Navigation Tips===<br />
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Tips to help you navigate CDOL more efficiently:<br />
* '''Tab Key''' – Use the '''Tab''' key to move to the next field.<br />
* '''Dates''' – When entering dates, click the calendar icon. A calendar opens showing the current month with the current date highlighted. To select a date, click on the day of the month. If you need to select a different month or year, use the next and previous arrows at the top of the calendar.<br />
* '''Drop-down Lists''' – In a drop-down list (for example, a list of countries), you can save time by typing the first character of the desired entry. This moves the selection to the first entry in the list that begins with this character.<br />
* '''Keyboard Shortcuts''' – Use the keyboard shortcuts to make data entry easier. Click '''F1''' or '''Ctrl+H''' to display the keyboard shortcut help.<br />
* '''Web Pages''' – CDOL is based on individual Web pages. Each time you click a link you move to a new Web page. CDOL functions much like other Internet-based programs. However, as noted, do not use your browser’s forward and back buttons to move between Web pages. Use the links provided on the CDOL screen.<br />
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===Changing Your CDOL Preferences===<br />
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To change your preferences:<br />
# Next to your username at the top of the screen, click '''My Account'''.<br />
# To view your preferences, click the '''Expand''' icon next to each section.<br />
# Check the box next to each of your desired preferences.<br />
# Click '''Save'''. <br />
# To view your changes, click the '''Church logo''' at the top of the page. The home page is updated according to your preferences.<br />
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==Searching for Leader or Organization Information==<br />
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CDOL allows you to search for leader and organization information to help in day-to-day Church administration. <br />
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===Leader Information===<br />
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To search for a leader you may use the leader’s full name, last name, or Membership Record Number (MRN). For example, enter the leader’s full name. From the main CDOL screen:<br />
# Select the '''Leader''' option.<br />
# Enter all or part of the leader name in the '''Search''' field. Do not include the leader's position type or location, or anything else that is not part of the leader's actual name. If uncertain how something is spelled, only enter those characters of which you are certain. Extraneous information or misspellings will cause zero or unexpected results.<br />
# Click '''Search'''. The search results should appear. Depending on the number of results, you may have several options available to you.<BR> If your search returns only one result, you are taken directly to the leader summary page. See similar options in the '''Unit Summary Page''' under '''Organization Information''' below.<BR> If your search returns two or more results you can select one of the options in the shaded bar above the results to:<br />
#* '''Refine Search'''<br />
#* '''Save Search As'''<br />
#* '''Export to File'''<br />
#* '''Export for Mailing Labels'''<br />
#* '''Make a Directory'''<br />
# Click a leader name to view the '''Leader Summary Page'''. Once on the summary page, scroll down to view the leader information.<br />
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===Organization Information===<br />
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To search for an organization, enter the organization’s name, location, unit number, or local name in the Search field. For example, use the organization’s location. From the main CDOL screen:<br />
# Select the '''Organization''' option.<br />
# Enter all or part of the organization name in the '''Search''' field, or the unit number (if known) in the '''Search''' field. Do not include anything that is not in the actual organization name, such as additional state or city location information, leader information, or country information, unless certain that the information is included in the organization name. If uncertain how something is spelled, only enter those characters of which you are certain. Extraneous information or misspellings will cause zero or unexpected results.<br />
# Click '''Search'''. The search results appear. Depending on the number of results, you may have several options available to you.<BR> If your search returns only one result, you are taken directly to the organization summary page. See options for the '''Unit Summary Page''' below.<BR> If your search returns two or more results you can select one of the options in the shaded bar above the results to:<br />
#* '''Refine Search''' <br />
#* '''Save Search As''' <br />
#* '''Export to File'''<br />
#* '''Export for Mailing Labels'''<br />
#* '''Make a Directory''' <br />
# Click an organization name to view the '''Unit Summary Page'''. Scroll down to view the following directory information:<br />
#* '''Positions'''<br />
#* '''General Information'''<br />
#* '''Addresses and Phone Numbers'''<br />
#* '''Associated Organizations'''<br />
Note that when you enter a unit number in the '''Search''' field, that unit’s '''Unit Summary Page''' appears. <BR>Additional options available on the '''Unit Summary Page''' include:<br />
* '''Add to My Personal Directory''' <br />
* '''Unit Boundary Maps''' (depending upon your CDOL rights)<br />
* '''Make a Directory''' <br />
* '''Mailing Labels'''<br />
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===CDOL Search Tips===<br />
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Tips to help you search CDOL more efficiently:<br />
* Avoid broad name searches (such as entering only a common last name like “Smith”) that could produce a results list with thousands of names. If your search is too broad, a warning message appears asking you to refine your search so that system performance is not adversely affected.<br />
* You can use '''%''' as a wild card. For example, if you were searching for a Steve Williams, but were unsure whether the full name was spelled '''Stephen''' or '''Steven''', you could enter in the '''Search''' field the string: '''ste%en williams''', which would search both spellings, but would omit the search for '''Steve''' because of the added '''n''' at the end of the first word in the string. The system automatically inserts a wild card after a character string, so '''ste williams''' would include all names that begin with '''Ste''', including '''Steve''', '''Steven''', '''Stephen''', '''Stefan''', '''Stephan''', '''Stephanie''', etc. The wild card can be used in either leader or organization searches, but cannot be used in unit number searches. Unit numbers must match exactly. See below.<br />
* All organizations or leaders matching your search criteria are available. Use the '''Results''' drop-down list to change the default view to 50 or 100 results per page. <br />
* When your search results require multiple pages to display, click '''Next''' to go to the next page, '''Prev''' for the previous page, '''First''' for the first page, and '''Last''' for the last page. Then use the scroll bar to see all the information on a page.<br />
* Use a unit number search whenever you know the unit number. The unit number search is the most efficient way to search in CDOL. A unit number search displays the '''Unit Summary Page'''.<br />
* You can also search by local name. Local names are helpful to show the organization name as it appears in the unit's local language.<br />
* If searching for a ward or branch, and you only know an address or a general location, first use '''LDS Maps''' to attempt to locate the name of the organization or leader before using CDOL. There is a link to '''LDS Maps''' at the top of the CDOL application window. Once the '''LDS Maps''' application is launched, either enter the address or use the map to find a specific location. Once a search is performed, the results should display the unit(s) close to or assigned to the location, along with the name of the leader of each unit.<br />
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===Using the Advanced Search Option===<br />
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An advanced search option is available to help you narrow a search. For example, you can narrow your searches to a specific organization type, such as a branch, or for a specific classification such as a care center branch.<br />
The example below shows how to create a saved search for care center branches. <br />
# From the main CDOL screen, click '''Advanced Search'''.<br />
# Select the '''Organization Type'''. For example, select '''Branch'''.<br />
# From the '''Classification''' drop-down list, select '''Care Center'''.<br />
# Click '''Search'''. The '''Search Results''' list appears.<br />
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* From the '''Search Results''' screen you can also click '''Refine Search''' to access the '''Advanced Search''' options.<br />
* To see the results displayed by organizational hierarchy, choose one of the Church Location options and check the '''Sort by Hierarchy''' checkbox.<br />
For additional information on using '''Advanced Search''' please send an email with '''Send Advanced Search Document''' in the subject line to: '''oiservices@ldschurch.org'''<br />
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===Creating My Searches===<br />
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After searching for an organization or leader in CDOL you have the option of saving the search criteria for later use. This can save time when you regularly need to view the results of certain searches. These searches display on the main CDOL screen under '''My Searches'''.<br />
# From '''Search Results''' click '''Save Search As'''. <br />
# Enter a name for the search. Your saved search displays on the CDOL Main screen under '''Saved Searches – My Searches'''.<br />
Note that a saved search displays the most current information in CDOL, not necessarily the search results displayed when the saved search was originally created.<br />
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===Exporting Search Results===<br />
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You can export CDOL data to a file that can be used with a spreadsheet program. To export CDOL data:<br />
# From the '''Search Results''' screen, click '''Export to File'''. A new window opens showing that your request is being processed. Once the processing is completed, a new window appears. <br />
# Indicate what you want to do with the file: Click '''Open''', '''Save''', or '''Cancel'''.<br />
Note that:<br />
* If you have rights to view sensitive information, this sensitive information appears in red text in the exported data.<br />
* Downloaded information is not updated when CDOL data is updated. To avoid stale data, download the data each time the information you originally downloaded changes in CDOL.<br />
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===Creating Reports from Advanced Search Option===<br />
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You may want to create reports with information from organizations that meet specific criteria. In CDOL you can use the '''Advanced Search''' option to create reports and lists that meet your criteria. The following example illustrates the procedures:<br />
# Click '''Advanced Search''' on the main CDOL screen and select from the following criteria:<br />
#* '''Keyword(s)''' - You can enter a keyword, such as the name of an organization or leader.<br />
#* '''Search Type''' - Select '''Position''', '''Organization''', or '''Church Department''' to identify the type of search you want to complete. (''For example, select Organization.'')<br />
# Depending on the Search Type you select, select from the following criteria:<br />
#* '''Organization Type''' - Select from a list of organizations such as Ward. (''For example, select Branch.'')<br />
#* '''Position Type''' - Select from a list of positions such as bishop.<br />
#* '''Church Department''' - Select from a list of Church departments.<br />
#* '''Classification''' - Select a classification from the drop-down list such as Care Center or Supports Military. (''For example, select Care Center.'')<br />
#* '''Status and Date''' - Select the status of the organization. (''For example, select care center branches that became active between 1 July 2008 and 1 July 2009.'')<br />
# As desired, select from the following criteria you may also include in your search:<br />
#* '''Language''' - Select the language from the drop-down list.<br />
#* '''Church Location''' - Select the location from the drop-down list. (''For example, select Area and then select Europe Central Area, Europe East Area, and Europe West Area''.)<br />
#* '''Political Location''' - Here you can narrow the political location to a specific country or state.<br />
#* '''Property Number and Property Address''' - Here you can enter specific information about the property.<br />
# Click '''Search'''. The '''Search Results''' screen displays the organizations that meet the criteria you selected.<br />
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==Adding Organizations or Leaders to Your Personal Directory==<br />
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If you regularly view or update the information for organizations or leaders, you can save time by adding the organizations or leaders to your personal directory on the CDOL home page. <br />
To add an organization or leader to your personal directory:<br />
# From the '''Unit Summary Page''' or '''Leader Summary Page''' click '''Add to My Personal Directory'''. This automatically adds a link to the item in your personal directory. A link to '''My Church Directory''' displays immediately on the main CDOL screen. <br />
# Click the link to go directly to that organization’s or leader’s directory information.<br />
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==Making a Directory==<br />
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At times you may want to have a printed directory of organizations or leaders. A template in CDOL guides you through this process. The '''Make a Directory''' template allows you to create a custom, printable directory. <br />
To start the process, click '''Make a Directory''' on a '''Search Results''' screen or on a '''Unit Summary Page''' or '''Leader Summary Page''' for an organization or leader. The '''Make a Directory''' template displays. <br />
For example, to make a new stake directory, follow these steps:<br />
# '''Design''' – To design a new directory, click '''Continue'''.<br />
# '''Organizations''' – Select the organizations to include, and then click '''Continue'''. <br />
# '''Positions''' – From the drop-down list, select the positions you want to display in the directory. For example, the Primary Contact is a stake president in a stake or a bishop in a ward. Key Positions are the positions that provide leadership to a unit and normally consist of stake presidencies and bishoprics (including clerks). After you make a selection, click '''Continue'''.<br />
# '''Contact Details''' – From each category select the phone numbers and addresses you want to include in the directory, and then click '''Continue'''.<br />
# '''Display and Title''' – Select the sort order for the directory, decide on a one- or two-column layout, and select either official or local names. Add a title and description for the directory, and then click '''Continue'''.<br />
# '''Summary''' – The screen displays a summary of the options you have selected. From this point you have the following options:<br />
#* Print the directory <br />
#* Save the directory design <br />
#* Go back to change the criteria <br />
#* Return to the search results and start over<br />
The '''Make a Directory''' template produces a document in Adobe ®Acrobat (.PDF) format. The document can be printed and saved on your computer.<br />
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==Creating Mailing Labels==<br />
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There is a mailing label feature in the current version of CDOL. This feature has several advantages. For an overview of the feature, see the [[Media:Mailing_Labels_Quick_Guide_Revised.pdf|CDOL Mailing Labels Quick Start Guide]] (Tip 17b in the [[CDOL tips of the week]] found in the side bar at the beginning of this User Manual).<br />
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==Adding and Updating Personal Contact Information==<br />
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CDOL allows you to update your own personal contact information (such as telephone numbers, addresses and email address. Any user who can see his or her own assignment can update his or her own contact information. <br />
Please note that changes you make to your personal contact information could take up to 24 hours before being updated in the directory. <br />
<br />
To add or update your phone numbers, addresses or email address:<br />
# Type the unit number or part or all of the unit name in the search field, or click the '''Leader''' radio button, and then enter part or all of your name or '''Membership Record Number (MRN)''' in the '''Search''' field. <br />
# Click '''Search'''. If using unit name or unit number, navigate to the unit summary page. If using your name, the search results may appear as a list on the screen or take you directly to your personal summary page, depending on the uniqueness of your name.<br />
# Click on your name if a list appears or if you are on the unit summary page (because you used the unit number or unit name). The '''Leader Summary Page''' displays.<br />
# Click '''Edit Assignment''' above your name, and then select the '''Phone Numbers''', '''Addresses''', or '''General''' tab, which is also the default when entering edit.<br />
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To add a new phone number (similar changes apply to addresses):<br />
# From the list of available types of phone numbers, select the type of phone number you want to change. <br />
# In the '''Number''' field, enter the complete phone number, including the area code, any extension, and the in-country code, if used, and then tab or click out of the field (important). <br />
# Click '''Save'''.<br />
<br />
To change an existing phone number (similar changes apply to addresses):<br />
# In the '''Number''' field, enter the complete phone number, including the area code, any extension, and the in-country code if used, and then tab or click out of the field (important).<br />
# Click '''Save'''.<br />
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To change your email address:<br />
# Select the '''General''' tab.<br />
# In the '''Email Address''' field, enter the complete email address, and then tab or click out of the field (important).<br />
# If you have a private email address (the email address is not seen except by those with stewardship for you) enter it in the '''Private Email Address''' field, and then tab or click out of the field (important).<br />
# Click '''Save'''.<br />
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Most changes made will appear almost immediately after saving.<br />
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If other changes need to be made, those changes should be sent either through MLS (such as an assignment change) or submitted to Church headquarters by using the e-mail address [mailto:oiservices@ldschurch.org oiservices@ldschurch.org] or by clicking the '''Feedback''' link in the top right corner of CDOL.<br />
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==CDOL Tips==<br />
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* '''Local Names''' – Local names are helpful because they show the organization name as it appears in the language of the unit. When you enter a local name, use a character set that supports the characters used in the organization’s primary language.<br />
* '''E-mail''' – When you click an e-mail address in CDOL, it opens your default e-mail application and places the selected e-mail address in the '''To''' field.<br />
* '''Unsaved Changes''' – A red star next to the name of the organization or leader means an unsaved change has been made to the directory. Once the change has been saved, the star disappears.<br />
* '''Unpublished Changes''' – Certain changes require verification after being saved. If the message "'''Unpublished Changes'''" appears in the upper right part of the screen, that change must be reviewed before it will appear on the summary page. This message remains until the changes have been verified for publishing in the directory (normally within 24 hours). <br />
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[[Category:CDOL]]</div>BrobergMWhttps://tech.churchofjesuschrist.org/wiki/index.php?title=CDOL_tips_of_the_week&diff=72738CDOL tips of the week2018-02-02T19:38:36Z<p>BrobergMW: /* Tips */</p>
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<div>{{CDOL}}<br />
This article contains a collection of weekly tips on using [[CDOL]].<br />
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== Tips ==<br />
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Tip 1: [[Media:CDOL_Tip_of_the_Week_1.pdf|Adding Individuals to CDOL]] (requires rights to add/edit assignments in CDOL)<br />
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Tip 2: [[Media:CDOL_Tip_of_the_Week10Oct2011_ver2.pdf|Editing CDOL Leader Names]] (requires rights to add/edit assignments in CDOL)<br />
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Tip 3: [[Media:CDOL_Tip_of_the_Week17Oct2011_ver2.pdf|CDOL Keyboard Shortcuts]] (some shortcuts require CDOL Edit Rights)<br />
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Tip 4: [[Media:CDOL_Tip_of_the_Week24Oct2011-HomePage_Reports_ver2.pdf|CDOL HomePage Reports]] (General Use)<br />
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Tip 5: [[Media:CDOL_Tip_of_the_Week31Oct2011-SearchSmart.pdf|CDOL Search Smart]] (General Use)<br />
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Tip 6: [[Media:CDOL_Tip_of_the_Week7Nov2011-SearchSmartDefault&Advanced.pdf|CDOL Search Smart, Org Location & Advanced Search: City and last name]] (General Use)<br />
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Tip 7: [[Media:CDOL Tip of the Week14Nov2011-SearchSmartUsingAssociatedOrgs.pdf|CDOL Search Smart, Using Associated Organizations to find units with unknown names and/or leaders]] (General Use)<br />
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Tip 8: [[Media:CDOL Tip of the Week21Nov2011-SearchSmartUsingStatusDropdown.pdf|CDOL Search Smart, Using the Status drop-down field in Advanced Search]] (General Use)<br />
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Tip 9: [[Media:CDOL_Tip_of_the_Week28Nov2011-SearchSmartCombiningChurchandLocationdropdown.pdf|CDOL Search Smart, Using the Church Location and Political Location drop-downs in combination to limit search results]] (General Use)<br />
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Tip 10: [[Media:CDOL_Tip_of_the_Week5Dec2011-SearchSmartUsingClassificationdropdown.pdf|CDOL Search Smart, Using the Advanced Search Classification drop-down to limit search results]] (General Use)<br />
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Tip 11: [[Media:CDOL_Tip_of_the_Week12Dec2011-SearchSmartUsingPropertyAddressField.pdf|CDOL Search Smart, Using the Property Address Field to limit search results]] (General Use)<br />
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Tip 12: [[Media:CDOL_Tip_of_the_Week19Dec2011-SearchResultsPrintingtheList.pdf|CDOL Search Results, Printing the List from the screen]] (General Use)<br />
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Tip 13: [[Media:CDOL_Tip_of_the_Week2Jan2012-SearchResultsSorting_by_Hierarchy.pdf|CDOL Mailing Labels, New user interface will give new functionality]] (General Use)<br />
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Tip 14: [[Media:CDOL_Tip_of_the_Week9Jan2012-SearchResultsMakeADirectory.pdf|CDOL Search Results, Using Make a Directory to create formatted reports]] (General Use)<br />
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Tip 15: [[Media:CDOL_Tip_of_the_Week17Jan2012-CDOL_Features-Marking_Private.pdf|CDOL Features, Organizations or Assignments marked "Private"]] (General Use and Some Edit Rights)<br />
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Tip 16: [[Media:CDOL_Tip_of_the_Week23Jan2012-CDOL_Features-Creating_Quick_Links.pdf|CDOL Features, Making Quick Links to People and Organizations]] (General Use)<br />
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Tip 17: [[Media:CDOL_Tip_of_the_Week30January2012-New_version_now_available.pdf|CDOL New Release Now Available]] (General Use)<br />
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Tip 17b: [[Media:Mailing_Labels_Quick_Guide_Revised.pdf|Overview of the new Mailing Label feature in the new CDOL release]] (General Use)<br />
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Tip 18: [[Media:CDOL_Tip_of_the_Week6February2012-CDOL_Feature_Working_with_new_mailing_labels.pdf|CDOL Features, Working with new mailing labels]] (General Use)<br />
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Tip 19: [[Media:CDOL_Tip_of_the_Week13February2012-CDOL_Feature_The_Power_of_Refine_Search.pdf|CDOL Features, The Power of Refine Search]] (General Use)<br />
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Tip 20: [[Media:CDOL_Tip_of_the_Week27February2012-CDOL_Search_Sorting_Search_Results.pdf|CDOL Search, Sorting Search Results]] (General Use)<br />
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Tip 21: [[Media:CDOL_Tip_of_the_Week5March2012-CDOL_Use_Opening_two_instances_of_CDOL.pdf|CDOL Use, Opening two simultaneous instances of CDOL]] (General Use)<br />
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Tip 22: [[Media:CDOL_Tip_of_the_Week12March2012-CDOL_Feature_Customizing_the_Mailing_Label_Content_and_Layout.pdf|CDOL Feature, Customizing the Mailing Label content and layout]] (General Use)<br />
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Tip 23: [[Media:CDOL_Tip_of_the_Week26March2012-CDOL_Search_export_to_file.pdf|CDOL Search, Exporting Search Results to a File]] (General Use)<br />
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Tip 24: [[Media:CDOL_Tip_of_the_Week2April2012-CDOL_Feature_Using_My_Account.pdf|CDOL Feature, Using My Account]] (General Use)<br />
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Tip 25: [[Media:CDOL_Tip_of_the_Week16April2012-CDOL_Editing_Incorrect_data_displaying_and_how_to_fix.pdf|CDOL Editing, Incorrect data displaying and how to fix]] (Edit rights required)<br />
<br />
Tip 26: [[Media:CDOL_Tip_of_the_Week23April2012-CDOL_Feature_Using_Copy_From_in_edit.pdf|CDOL Feature, Using "Copy From" in edit]] (Edit rights required)<br />
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Tip 27: [[Media:CDOL_Tip_of_the_Week14May2012_Two_Short_Tips.pdf|CDOL Use, Browser Compatibility and Timing Out Issues]] (General Use)<br />
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Tip 28: [[Media:CDOL_Tip_of_the_Week11Jun2012_Advanced_Search_Custom_Location_Selection.pdf|CDOL Search, Using the "Custom" option in Advanced Search under the Church Location drop-down]] (General Use)<br />
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Tip 29: [[Media:CDOL_Tip_of_the_Week2Jul2012_Sorting_Search_Results_on_Screen.pdf|CDOL Search, Sorting Search Results on Screen]] (General Use)<br />
<br />
Tip 30: [[Media:CDOL_Tip_of_the_Week23Jul2012_When_Errors_Occur.pdf|CDOL Use, When Errors Occur]] (General Use)<br />
<br />
Tip 31: [[Media:CDOL_Tip_of_the_Week13Aug2012PrintingSummaryPage.pdf|CDOL Use, Printing Summary Page Information]] (General Use)<br />
<br />
Tip 32: [[Media:CDOL_Tip_of_the_Week_16May2013_Changes_Coming.pdf|CDOL Use, Changes Coming with New Version]] (General Use) (Edit Rights)<br />
<br />
Tip 33: [[Media:CDOL_Tip_of_the_Week_19Jul2013_Name_Editing_in_CDOL.pdf|CDOL Use, Editing Names in CDOL]] (Edit Rights)<br />
<br />
Tip 34: [[Media:CDOL_Tip_of_the_Week_18March2014_Editing_your_own_contact_information_CDOL.pdf|CDOL Use, Edit Your Own Contact Information in CDOL]] (General Use)<br />
<br />
Tip 35: [[Media:CDOL_Tip_of_the_Week_24Apr2014_Primary_Contact_and_Setting_Primary_Contact.pdf|CDOL Use, Primary Contact and Setting the Primary Contact Flag]] (General Use) (Edit Rights)<br />
<br />
Tip 36: [[Media:CDOL_Tip_of_the_Week_11Sep2015_Address_Formats.pdf|CDOL Use, Address Formats in CDOL]] (Edit Rights)<br />
<br />
Tip 37: [[Media:CDOL_Tip_of_the_Week_2Feb2018.pdf|CDOL Use, Primary Contact Information in CDOL]] (Edit Rights)<br />
<br />
[[Category:CDOL]]</div>BrobergMWhttps://tech.churchofjesuschrist.org/wiki/index.php?title=CDOL_tips_of_the_week&diff=72737CDOL tips of the week2018-02-02T19:37:51Z<p>BrobergMW: /* Tips */</p>
<hr />
<div>{{CDOL}}<br />
This article contains a collection of weekly tips on using [[CDOL]].<br />
<br />
== Tips ==<br />
<br />
Tip 1: [[Media:CDOL_Tip_of_the_Week_1.pdf|Adding Individuals to CDOL]] (requires rights to add/edit assignments in CDOL)<br />
<br />
Tip 2: [[Media:CDOL_Tip_of_the_Week10Oct2011_ver2.pdf|Editing CDOL Leader Names]] (requires rights to add/edit assignments in CDOL)<br />
<br />
Tip 3: [[Media:CDOL_Tip_of_the_Week17Oct2011_ver2.pdf|CDOL Keyboard Shortcuts]] (some shortcuts require CDOL Edit Rights)<br />
<br />
Tip 4: [[Media:CDOL_Tip_of_the_Week24Oct2011-HomePage_Reports_ver2.pdf|CDOL HomePage Reports]] (General Use)<br />
<br />
Tip 5: [[Media:CDOL_Tip_of_the_Week31Oct2011-SearchSmart.pdf|CDOL Search Smart]] (General Use)<br />
<br />
Tip 6: [[Media:CDOL_Tip_of_the_Week7Nov2011-SearchSmartDefault&Advanced.pdf|CDOL Search Smart, Org Location & Advanced Search: City and last name]] (General Use)<br />
<br />
Tip 7: [[Media:CDOL Tip of the Week14Nov2011-SearchSmartUsingAssociatedOrgs.pdf|CDOL Search Smart, Using Associated Organizations to find units with unknown names and/or leaders]] (General Use)<br />
<br />
Tip 8: [[Media:CDOL Tip of the Week21Nov2011-SearchSmartUsingStatusDropdown.pdf|CDOL Search Smart, Using the Status drop-down field in Advanced Search]] (General Use)<br />
<br />
Tip 9: [[Media:CDOL_Tip_of_the_Week28Nov2011-SearchSmartCombiningChurchandLocationdropdown.pdf|CDOL Search Smart, Using the Church Location and Political Location drop-downs in combination to limit search results]] (General Use)<br />
<br />
Tip 10: [[Media:CDOL_Tip_of_the_Week5Dec2011-SearchSmartUsingClassificationdropdown.pdf|CDOL Search Smart, Using the Advanced Search Classification drop-down to limit search results]] (General Use)<br />
<br />
Tip 11: [[Media:CDOL_Tip_of_the_Week12Dec2011-SearchSmartUsingPropertyAddressField.pdf|CDOL Search Smart, Using the Property Address Field to limit search results]] (General Use)<br />
<br />
Tip 12: [[Media:CDOL_Tip_of_the_Week19Dec2011-SearchResultsPrintingtheList.pdf|CDOL Search Results, Printing the List from the screen]] (General Use)<br />
<br />
Tip 13: [[Media:CDOL_Tip_of_the_Week2Jan2012-SearchResultsSorting_by_Hierarchy.pdf|CDOL Mailing Labels, New user interface will give new functionality]] (General Use)<br />
<br />
Tip 14: [[Media:CDOL_Tip_of_the_Week9Jan2012-SearchResultsMakeADirectory.pdf|CDOL Search Results, Using Make a Directory to create formatted reports]] (General Use)<br />
<br />
Tip 15: [[Media:CDOL_Tip_of_the_Week17Jan2012-CDOL_Features-Marking_Private.pdf|CDOL Features, Organizations or Assignments marked "Private"]] (General Use and Some Edit Rights)<br />
<br />
Tip 16: [[Media:CDOL_Tip_of_the_Week23Jan2012-CDOL_Features-Creating_Quick_Links.pdf|CDOL Features, Making Quick Links to People and Organizations]] (General Use)<br />
<br />
Tip 17: [[Media:CDOL_Tip_of_the_Week30January2012-New_version_now_available.pdf|CDOL New Release Now Available]] (General Use)<br />
<br />
Tip 17b: [[Media:Mailing_Labels_Quick_Guide_Revised.pdf|Overview of the new Mailing Label feature in the new CDOL release]] (General Use)<br />
<br />
Tip 18: [[Media:CDOL_Tip_of_the_Week6February2012-CDOL_Feature_Working_with_new_mailing_labels.pdf|CDOL Features, Working with new mailing labels]] (General Use)<br />
<br />
Tip 19: [[Media:CDOL_Tip_of_the_Week13February2012-CDOL_Feature_The_Power_of_Refine_Search.pdf|CDOL Features, The Power of Refine Search]] (General Use)<br />
<br />
Tip 20: [[Media:CDOL_Tip_of_the_Week27February2012-CDOL_Search_Sorting_Search_Results.pdf|CDOL Search, Sorting Search Results]] (General Use)<br />
<br />
Tip 21: [[Media:CDOL_Tip_of_the_Week5March2012-CDOL_Use_Opening_two_instances_of_CDOL.pdf|CDOL Use, Opening two simultaneous instances of CDOL]] (General Use)<br />
<br />
Tip 22: [[Media:CDOL_Tip_of_the_Week12March2012-CDOL_Feature_Customizing_the_Mailing_Label_Content_and_Layout.pdf|CDOL Feature, Customizing the Mailing Label content and layout]] (General Use)<br />
<br />
Tip 23: [[Media:CDOL_Tip_of_the_Week26March2012-CDOL_Search_export_to_file.pdf|CDOL Search, Exporting Search Results to a File]] (General Use)<br />
<br />
Tip 24: [[Media:CDOL_Tip_of_the_Week2April2012-CDOL_Feature_Using_My_Account.pdf|CDOL Feature, Using My Account]] (General Use)<br />
<br />
Tip 25: [[Media:CDOL_Tip_of_the_Week16April2012-CDOL_Editing_Incorrect_data_displaying_and_how_to_fix.pdf|CDOL Editing, Incorrect data displaying and how to fix]] (Edit rights required)<br />
<br />
Tip 26: [[Media:CDOL_Tip_of_the_Week23April2012-CDOL_Feature_Using_Copy_From_in_edit.pdf|CDOL Feature, Using "Copy From" in edit]] (Edit rights required)<br />
<br />
Tip 27: [[Media:CDOL_Tip_of_the_Week14May2012_Two_Short_Tips.pdf|CDOL Use, Browser Compatibility and Timing Out Issues]] (General Use)<br />
<br />
Tip 28: [[Media:CDOL_Tip_of_the_Week11Jun2012_Advanced_Search_Custom_Location_Selection.pdf|CDOL Search, Using the "Custom" option in Advanced Search under the Church Location drop-down]] (General Use)<br />
<br />
Tip 29: [[Media:CDOL_Tip_of_the_Week2Jul2012_Sorting_Search_Results_on_Screen.pdf|CDOL Search, Sorting Search Results on Screen]] (General Use)<br />
<br />
Tip 30: [[Media:CDOL_Tip_of_the_Week23Jul2012_When_Errors_Occur.pdf|CDOL Use, When Errors Occur]] (General Use)<br />
<br />
Tip 31: [[Media:CDOL_Tip_of_the_Week13Aug2012PrintingSummaryPage.pdf|CDOL Use, Printing Summary Page Information]] (General Use)<br />
<br />
Tip 32: [[Media:CDOL_Tip_of_the_Week_16May2013_Changes_Coming.pdf|CDOL Use, Changes Coming with New Version]] (General Use) (Edit Rights)<br />
<br />
Tip 33: [[Media:CDOL_Tip_of_the_Week_19Jul2013_Name_Editing_in_CDOL.pdf|CDOL Use, Editing Names in CDOL]] (Edit Rights)<br />
<br />
Tip 34: [[Media:CDOL_Tip_of_the_Week_18March2014_Editing_your_own_contact_information_CDOL.pdf|CDOL Use, Edit Your Own Contact Information in CDOL]] (General Use)<br />
<br />
Tip 35: [[Media:CDOL_Tip_of_the_Week_24Apr2014_Primary_Contact_and_Setting_Primary_Contact.pdf|CDOL Use, Primary Contact and Setting the Primary Contact Flag]] (General Use) (Edit Rights)<br />
<br />
Tip 36: [[Media:CDOL_Tip_of_the_Week_11Sep2015_Address_Formats.pdf|CDOL Use, Address Formats in CDOL]] (Edit Rights)<br />
<br />
Tip 37: [[Media:CDOL_Tip_of_the_Week_2Feb2018.pdf|CDOL Use, Primary Contact Information in CDOL]]<br />
<br />
[[Category:CDOL]]</div>BrobergMWhttps://tech.churchofjesuschrist.org/wiki/index.php?title=File:CDOL_Tip_of_the_Week_2Feb2018.pdf&diff=72736File:CDOL Tip of the Week 2Feb2018.pdf2018-02-02T19:35:21Z<p>BrobergMW: Primary Contact Information (requires rights to add/edit assignments in CDOL)</p>
<hr />
<div>Primary Contact Information (requires rights to add/edit assignments in CDOL)</div>BrobergMWhttps://tech.churchofjesuschrist.org/wiki/index.php?title=CDOL_tips_of_the_week&diff=72735CDOL tips of the week2018-02-02T19:30:20Z<p>BrobergMW: /* Tips */</p>
<hr />
<div>{{CDOL}}<br />
This article contains a collection of weekly tips on using [[CDOL]].<br />
<br />
== Tips ==<br />
<br />
Tip 1: [[Media:CDOL_Tip_of_the_Week_1.pdf|Adding Individuals to CDOL]] (requires rights to add/edit assignments in CDOL)<br />
<br />
Tip 2: [[Media:CDOL_Tip_of_the_Week10Oct2011_ver2.pdf|Editing CDOL Leader Names]] (requires rights to add/edit assignments in CDOL)<br />
<br />
Tip 3: [[Media:CDOL_Tip_of_the_Week17Oct2011_ver2.pdf|CDOL Keyboard Shortcuts]] (some shortcuts require CDOL Edit Rights)<br />
<br />
Tip 4: [[Media:CDOL_Tip_of_the_Week24Oct2011-HomePage_Reports_ver2.pdf|CDOL HomePage Reports]] (General Use)<br />
<br />
Tip 5: [[Media:CDOL_Tip_of_the_Week31Oct2011-SearchSmart.pdf|CDOL Search Smart]] (General Use)<br />
<br />
Tip 6: [[Media:CDOL_Tip_of_the_Week7Nov2011-SearchSmartDefault&Advanced.pdf|CDOL Search Smart, Org Location & Advanced Search: City and last name]] (General Use)<br />
<br />
Tip 7: [[Media:CDOL Tip of the Week14Nov2011-SearchSmartUsingAssociatedOrgs.pdf|CDOL Search Smart, Using Associated Organizations to find units with unknown names and/or leaders]] (General Use)<br />
<br />
Tip 8: [[Media:CDOL Tip of the Week21Nov2011-SearchSmartUsingStatusDropdown.pdf|CDOL Search Smart, Using the Status drop-down field in Advanced Search]] (General Use)<br />
<br />
Tip 9: [[Media:CDOL_Tip_of_the_Week28Nov2011-SearchSmartCombiningChurchandLocationdropdown.pdf|CDOL Search Smart, Using the Church Location and Political Location drop-downs in combination to limit search results]] (General Use)<br />
<br />
Tip 10: [[Media:CDOL_Tip_of_the_Week5Dec2011-SearchSmartUsingClassificationdropdown.pdf|CDOL Search Smart, Using the Advanced Search Classification drop-down to limit search results]] (General Use)<br />
<br />
Tip 11: [[Media:CDOL_Tip_of_the_Week12Dec2011-SearchSmartUsingPropertyAddressField.pdf|CDOL Search Smart, Using the Property Address Field to limit search results]] (General Use)<br />
<br />
Tip 12: [[Media:CDOL_Tip_of_the_Week19Dec2011-SearchResultsPrintingtheList.pdf|CDOL Search Results, Printing the List from the screen]] (General Use)<br />
<br />
Tip 13: [[Media:CDOL_Tip_of_the_Week2Jan2012-SearchResultsSorting_by_Hierarchy.pdf|CDOL Mailing Labels, New user interface will give new functionality]] (General Use)<br />
<br />
Tip 14: [[Media:CDOL_Tip_of_the_Week9Jan2012-SearchResultsMakeADirectory.pdf|CDOL Search Results, Using Make a Directory to create formatted reports]] (General Use)<br />
<br />
Tip 15: [[Media:CDOL_Tip_of_the_Week17Jan2012-CDOL_Features-Marking_Private.pdf|CDOL Features, Organizations or Assignments marked "Private"]] (General Use and Some Edit Rights)<br />
<br />
Tip 16: [[Media:CDOL_Tip_of_the_Week23Jan2012-CDOL_Features-Creating_Quick_Links.pdf|CDOL Features, Making Quick Links to People and Organizations]] (General Use)<br />
<br />
Tip 17: [[Media:CDOL_Tip_of_the_Week30January2012-New_version_now_available.pdf|CDOL New Release Now Available]] (General Use)<br />
<br />
Tip 17b: [[Media:Mailing_Labels_Quick_Guide_Revised.pdf|Overview of the new Mailing Label feature in the new CDOL release]] (General Use)<br />
<br />
Tip 18: [[Media:CDOL_Tip_of_the_Week6February2012-CDOL_Feature_Working_with_new_mailing_labels.pdf|CDOL Features, Working with new mailing labels]] (General Use)<br />
<br />
Tip 19: [[Media:CDOL_Tip_of_the_Week13February2012-CDOL_Feature_The_Power_of_Refine_Search.pdf|CDOL Features, The Power of Refine Search]] (General Use)<br />
<br />
Tip 20: [[Media:CDOL_Tip_of_the_Week27February2012-CDOL_Search_Sorting_Search_Results.pdf|CDOL Search, Sorting Search Results]] (General Use)<br />
<br />
Tip 21: [[Media:CDOL_Tip_of_the_Week5March2012-CDOL_Use_Opening_two_instances_of_CDOL.pdf|CDOL Use, Opening two simultaneous instances of CDOL]] (General Use)<br />
<br />
Tip 22: [[Media:CDOL_Tip_of_the_Week12March2012-CDOL_Feature_Customizing_the_Mailing_Label_Content_and_Layout.pdf|CDOL Feature, Customizing the Mailing Label content and layout]] (General Use)<br />
<br />
Tip 23: [[Media:CDOL_Tip_of_the_Week26March2012-CDOL_Search_export_to_file.pdf|CDOL Search, Exporting Search Results to a File]] (General Use)<br />
<br />
Tip 24: [[Media:CDOL_Tip_of_the_Week2April2012-CDOL_Feature_Using_My_Account.pdf|CDOL Feature, Using My Account]] (General Use)<br />
<br />
Tip 25: [[Media:CDOL_Tip_of_the_Week16April2012-CDOL_Editing_Incorrect_data_displaying_and_how_to_fix.pdf|CDOL Editing, Incorrect data displaying and how to fix]] (Edit rights required)<br />
<br />
Tip 26: [[Media:CDOL_Tip_of_the_Week23April2012-CDOL_Feature_Using_Copy_From_in_edit.pdf|CDOL Feature, Using "Copy From" in edit]] (Edit rights required)<br />
<br />
Tip 27: [[Media:CDOL_Tip_of_the_Week14May2012_Two_Short_Tips.pdf|CDOL Use, Browser Compatibility and Timing Out Issues]] (General Use)<br />
<br />
Tip 28: [[Media:CDOL_Tip_of_the_Week11Jun2012_Advanced_Search_Custom_Location_Selection.pdf|CDOL Search, Using the "Custom" option in Advanced Search under the Church Location drop-down]] (General Use)<br />
<br />
Tip 29: [[Media:CDOL_Tip_of_the_Week2Jul2012_Sorting_Search_Results_on_Screen.pdf|CDOL Search, Sorting Search Results on Screen]] (General Use)<br />
<br />
Tip 30: [[Media:CDOL_Tip_of_the_Week23Jul2012_When_Errors_Occur.pdf|CDOL Use, When Errors Occur]] (General Use)<br />
<br />
Tip 31: [[Media:CDOL_Tip_of_the_Week13Aug2012PrintingSummaryPage.pdf|CDOL Use, Printing Summary Page Information]] (General Use)<br />
<br />
Tip 32: [[Media:CDOL_Tip_of_the_Week_16May2013_Changes_Coming.pdf|CDOL Use, Changes Coming with New Version]] (General Use) (Edit Rights)<br />
<br />
Tip 33: [[Media:CDOL_Tip_of_the_Week_19Jul2013_Name_Editing_in_CDOL.pdf|CDOL Use, Editing Names in CDOL]] (Edit Rights)<br />
<br />
Tip 34: [[Media:CDOL_Tip_of_the_Week_18March2014_Editing_your_own_contact_information_CDOL.pdf|CDOL Use, Edit Your Own Contact Information in CDOL]] (General Use)<br />
<br />
Tip 35: [[Media:CDOL_Tip_of_the_Week_24Apr2014_Primary_Contact_and_Setting_Primary_Contact.pdf|CDOL Use, Primary Contact and Setting the Primary Contact Flag]] (General Use) (Edit Rights)<br />
<br />
Tip 36: [[Media:CDOL_Tip_of_the_Week_11Sep2015_Address_Formats.pdf|CDOL Use, Address Formats in CDOL]] (Edit Rights)<br />
<br />
Tip 37: [[<br />
<br />
[[Category:CDOL]]</div>BrobergMWhttps://tech.churchofjesuschrist.org/wiki/index.php?title=CDOL_Procedures&diff=71616CDOL Procedures2016-03-16T15:02:22Z<p>BrobergMW: /* Dealing with IE9 and IE10 Browser Compatibility Issues */</p>
<hr />
<div>{{Template:CDOL}}<br />
<br />
The Church Directory of Organizations and Leaders (CDOL) is a Web application that contains information about Church organizations and leaders worldwide. Organization information includes address and contact information as well as information about related units, leaders in the organization, etc. Leader information includes address and contact information as well as information about the leader's calling or position. CDOL helps General Authorities, Church Headquarters personnel, Area administration personnel, and local priesthood leaders worldwide to fulfill their assignments. The information below explains how to:<br />
* Sign in and navigate in CDOL.<br />
* Deal with IE9 and IE10 Browser Compatibility Issues (hourglass continues to spin, unable to see all features, unable to edit, etc.)<br />
* Search for organization and leader information.<br />
* Personalize the Church directory.<br />
* Export information for use in a spreadsheet application.<br />
* Export data to create mailing labels.<br />
* Create special reports.<br />
* Add or update your personal contact information in the directory.<br />
<br />
CDOL access is restricted to authorized users and systems. Any release of information from CDOL is governed by a comprehensive information release policy.<br />
<br />
<br />
==Signing in to CDOL==<br />
<br />
Follow these steps to sign in to CDOL:<br />
# In your browser’s address field, enter the URL https://cdol.lds.org<br />
# Enter your LDS Account username and password.<br />
# Click the '''I agree, Sign-in''' button. The CDOL screen appears. (If it does not appear, follow the instructions in the error message.)<br />
<br />
* If you forget your username or password or need to register for an LDS Account, click on the links provided. A new screen opens where you are asked to provide some personal information.<br />
* For easier access to CDOL, create a favorite (bookmark) in your Web browser, or add a shortcut to your desktop.<br />
<br />
==Dealing with IE9 and IE10 or greater Browser Compatibility Issues==<br />
<br />
If Internet Explorer version 9 or 10 (or greater) is used to access CDOL there are some compatibility issues with these browser versions that impact CDOL's functionality. Attempting to access certain features will cause the hourglass to spin rather than executing the command, or certain features may not be visible, or may be only partially visible. Affected areas include:<br />
* Clicking on the Unit Boundary Forms/Maps link on a summary page causes the hourglass to spin without producing any results or opens the list window but no maps or forms are displayed<br />
* Drop-down menus in Advanced Search and other areas do not open or only display partial contents without a scroll bar<br />
* Editing contact information such as phone numbers, addresses, etc., causes spinning hourglass or application error or crash<br />
* Other access or functions cause spinning hourglass or error<br />
To work around this issue, users can:<br />
* Run CDOL in a different browser (such as Chrome or Firefox) <br />
* Set the IE browser to "Compatibility View" using the compatibility view icon (looks like a page with a jagged line running through the middle of it) which can usually be found in the URL address field to the right of the "Pad Lock" (Security Report) icon, or under the Tools drop-down menu on the menu bar. To run CDOL in compatibility view, first sign in to CDOL, then click on the "Compatibility View" icon or open the "Tools" drop-down menu, find "Compatibility View" and click to enable it, or open it and add "lds.org" to the list of websites.<br />
If the menu bar is not enabled (the menu bar drop-down menu items usually include "File", "Edit", "View", "Favorites", "Tools", and "Help") it can be enabled by right-clicking in an open spot of the section of the browser immediately below the URL address field, where the menu bar is usually positioned, and then clicking on "Menu Bar" to toggle it to enabled (places a check mark to the left of the selection). <br />
In compatibility view CDOL performs more closely to levels found with earlier versions of IE.<br />
<br />
==Navigating in CDOL==<br />
<br />
In general, you can navigate in CDOL the same way you navigate in other Web-based programs. Please take note of the following:<br />
* When using edit in CDOL do not use the back or forward buttons in your Web browser, unless after each page jump you do a page refresh. Otherwise the displayed data may show false information and not reflect the actual information of the underlying page. Using the navigation tools provided within CDOL when editing (such as links) does not require a page refresh.<br />
* At any time during your session, you may click the Church Directory logo to go to the CDOL home page.<br />
<br />
The following options or links are available on the CDOL home page: <br />
* '''Sign Out'''<br />
* '''LDS Maps''' <br />
* '''Feedback'''<br />
* '''User Manual'''<br />
* '''FAQ''' (Frequently Asked Questions)<br />
* '''Headquarters Directory Guide'''<br />
Other options may be available depending on your CDOL rights.<br />
<br />
===CDOL Navigation Tips===<br />
<br />
Tips to help you navigate CDOL more efficiently:<br />
* '''Tab Key''' – Use the '''Tab''' key to move to the next field.<br />
* '''Dates''' – When entering dates, click the calendar icon. A calendar opens showing the current month with the current date highlighted. To select a date, click on the day of the month. If you need to select a different month or year, use the next and previous arrows at the top of the calendar.<br />
* '''Drop-down Lists''' – In a drop-down list (for example, a list of countries), you can save time by typing the first character of the desired entry. This moves the selection to the first entry in the list that begins with this character.<br />
* '''Keyboard Shortcuts''' – Use the keyboard shortcuts to make data entry easier. Click '''F1''' or '''Ctrl+H''' to display the keyboard shortcut help.<br />
* '''Web Pages''' – CDOL is based on individual Web pages. Each time you click a link you move to a new Web page. CDOL functions much like other Internet-based programs. However, as noted, do not use your browser’s forward and back buttons to move between Web pages. Use the links provided on the CDOL screen.<br />
<br />
===Changing Your CDOL Preferences===<br />
<br />
To change your preferences:<br />
# Next to your username at the top of the screen, click '''My Account'''.<br />
# To view your preferences, click the '''Expand''' icon next to each section.<br />
# Check the box next to each of your desired preferences.<br />
# Click '''Save'''. <br />
# To view your changes, click the '''Church logo''' at the top of the page. The home page is updated according to your preferences.<br />
<br />
==Searching for Leader or Organization Information==<br />
<br />
CDOL allows you to search for leader and organization information to help in day-to-day Church administration. <br />
<br />
===Leader Information===<br />
<br />
To search for a leader you may use the leader’s full name, last name, or Membership Record Number (MRN). For example, enter the leader’s full name. From the main CDOL screen:<br />
# Select the '''Leader''' option.<br />
# Enter all or part of the leader name in the '''Search''' field. Do not include the leader's position type or location, or anything else that is not part of the leader's actual name. If uncertain how something is spelled, only enter those characters of which you are certain. Extraneous information or misspellings will cause zero or unexpected results.<br />
# Click '''Search'''. The search results should appear. Depending on the number of results, you may have several options available to you.<BR> If your search returns only one result, you are taken directly to the leader summary page. See similar options in the '''Unit Summary Page''' under '''Organization Information''' below.<BR> If your search returns two or more results you can select one of the options in the shaded bar above the results to:<br />
#* '''Refine Search'''<br />
#* '''Save Search As'''<br />
#* '''Export to File'''<br />
#* '''Export for Mailing Labels'''<br />
#* '''Make a Directory'''<br />
# Click a leader name to view the '''Leader Summary Page'''. Once on the summary page, scroll down to view the leader information.<br />
<br />
===Organization Information===<br />
<br />
To search for an organization, enter the organization’s name, location, unit number, or local name in the Search field. For example, use the organization’s location. From the main CDOL screen:<br />
# Select the '''Organization''' option.<br />
# Enter all or part of the organization name in the '''Search''' field, or the unit number (if known) in the '''Search''' field. Do not include anything that is not in the actual organization name, such as additional state or city location information, leader information, or country information, unless certain that the information is included in the organization name. If uncertain how something is spelled, only enter those characters of which you are certain. Extraneous information or misspellings will cause zero or unexpected results.<br />
# Click '''Search'''. The search results appear. Depending on the number of results, you may have several options available to you.<BR> If your search returns only one result, you are taken directly to the organization summary page. See options for the '''Unit Summary Page''' below.<BR> If your search returns two or more results you can select one of the options in the shaded bar above the results to:<br />
#* '''Refine Search''' <br />
#* '''Save Search As''' <br />
#* '''Export to File'''<br />
#* '''Export for Mailing Labels'''<br />
#* '''Make a Directory''' <br />
# Click an organization name to view the '''Unit Summary Page'''. Scroll down to view the following directory information:<br />
#* '''Positions'''<br />
#* '''General Information'''<br />
#* '''Addresses and Phone Numbers'''<br />
#* '''Associated Organizations'''<br />
Note that when you enter a unit number in the '''Search''' field, that unit’s '''Unit Summary Page''' appears. <BR>Additional options available on the '''Unit Summary Page''' include:<br />
* '''Add to My Personal Directory''' <br />
* '''Unit Boundary Maps''' (depending upon your CDOL rights)<br />
* '''Make a Directory''' <br />
* '''Mailing Labels'''<br />
<br />
===CDOL Search Tips===<br />
<br />
Tips to help you search CDOL more efficiently:<br />
* Avoid broad name searches (such as entering only a common last name like “Smith”) that could produce a results list with thousands of names. If your search is too broad, a warning message appears asking you to refine your search so that system performance is not adversely affected.<br />
* You can use '''%''' as a wild card. For example, if you were searching for a Steve Williams, but were unsure whether the full name was spelled '''Stephen''' or '''Steven''', you could enter in the '''Search''' field the string: '''ste%en williams''', which would search both spellings, but would omit the search for '''Steve''' because of the added '''n''' at the end of the first word in the string. The system automatically inserts a wild card after a character string, so '''ste williams''' would include all names that begin with '''Ste''', including '''Steve''', '''Steven''', '''Stephen''', '''Stefan''', '''Stephan''', '''Stephanie''', etc. The wild card can be used in either leader or organization searches, but cannot be used in unit number searches. Unit numbers must match exactly. See below.<br />
* All organizations or leaders matching your search criteria are available. Use the '''Results''' drop-down list to change the default view to 50 or 100 results per page. <br />
* When your search results require multiple pages to display, click '''Next''' to go to the next page, '''Prev''' for the previous page, '''First''' for the first page, and '''Last''' for the last page. Then use the scroll bar to see all the information on a page.<br />
* Use a unit number search whenever you know the unit number. The unit number search is the most efficient way to search in CDOL. A unit number search displays the '''Unit Summary Page'''.<br />
* You can also search by local name. Local names are helpful to show the organization name as it appears in the unit's local language.<br />
* If searching for a ward or branch, and you only know an address or a general location, first use '''LDS Maps''' to attempt to locate the name of the organization or leader before using CDOL. There is a link to '''LDS Maps''' at the top of the CDOL application window. Once the '''LDS Maps''' application is launched, either enter the address or use the map to find a specific location. Once a search is performed, the results should display the unit(s) close to or assigned to the location, along with the name of the leader of each unit.<br />
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===Using the Advanced Search Option===<br />
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An advanced search option is available to help you narrow a search. For example, you can narrow your searches to a specific organization type, such as a branch, or for a specific classification such as a care center branch.<br />
The example below shows how to create a saved search for care center branches. <br />
# From the main CDOL screen, click '''Advanced Search'''.<br />
# Select the '''Organization Type'''. For example, select '''Branch'''.<br />
# From the '''Classification''' drop-down list, select '''Care Center'''.<br />
# Click '''Search'''. The '''Search Results''' list appears.<br />
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* From the '''Search Results''' screen you can also click '''Refine Search''' to access the '''Advanced Search''' options.<br />
* To see the results displayed by organizational hierarchy, choose one of the Church Location options and check the '''Sort by Hierarchy''' checkbox.<br />
For additional information on using '''Advanced Search''' please send an email with '''Send Advanced Search Document''' in the subject line to: '''oiservices@ldschurch.org'''<br />
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===Creating My Searches===<br />
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After searching for an organization or leader in CDOL you have the option of saving the search criteria for later use. This can save time when you regularly need to view the results of certain searches. These searches display on the main CDOL screen under '''My Searches'''.<br />
# From '''Search Results''' click '''Save Search As'''. <br />
# Enter a name for the search. Your saved search displays on the CDOL Main screen under '''Saved Searches – My Searches'''.<br />
Note that a saved search displays the most current information in CDOL, not necessarily the search results displayed when the saved search was originally created.<br />
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===Exporting Search Results===<br />
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You can export CDOL data to a file that can be used with a spreadsheet program. To export CDOL data:<br />
# From the '''Search Results''' screen, click '''Export to File'''. A new window opens showing that your request is being processed. Once the processing is completed, a new window appears. <br />
# Indicate what you want to do with the file: Click '''Open''', '''Save''', or '''Cancel'''.<br />
Note that:<br />
* If you have rights to view sensitive information, this sensitive information appears in red text in the exported data.<br />
* Downloaded information is not updated when CDOL data is updated. To avoid stale data, download the data each time the information you originally downloaded changes in CDOL.<br />
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===Creating Reports from Advanced Search Option===<br />
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You may want to create reports with information from organizations that meet specific criteria. In CDOL you can use the '''Advanced Search''' option to create reports and lists that meet your criteria. The following example illustrates the procedures:<br />
# Click '''Advanced Search''' on the main CDOL screen and select from the following criteria:<br />
#* '''Keyword(s)''' - You can enter a keyword, such as the name of an organization or leader.<br />
#* '''Search Type''' - Select '''Position''', '''Organization''', or '''Church Department''' to identify the type of search you want to complete. (''For example, select Organization.'')<br />
# Depending on the Search Type you select, select from the following criteria:<br />
#* '''Organization Type''' - Select from a list of organizations such as Ward. (''For example, select Branch.'')<br />
#* '''Position Type''' - Select from a list of positions such as bishop.<br />
#* '''Church Department''' - Select from a list of Church departments.<br />
#* '''Classification''' - Select a classification from the drop-down list such as Care Center or Supports Military. (''For example, select Care Center.'')<br />
#* '''Status and Date''' - Select the status of the organization. (''For example, select care center branches that became active between 1 July 2008 and 1 July 2009.'')<br />
# As desired, select from the following criteria you may also include in your search:<br />
#* '''Language''' - Select the language from the drop-down list.<br />
#* '''Church Location''' - Select the location from the drop-down list. (''For example, select Area and then select Europe Central Area, Europe East Area, and Europe West Area''.)<br />
#* '''Political Location''' - Here you can narrow the political location to a specific country or state.<br />
#* '''Property Number and Property Address''' - Here you can enter specific information about the property.<br />
# Click '''Search'''. The '''Search Results''' screen displays the organizations that meet the criteria you selected.<br />
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==Adding Organizations or Leaders to Your Personal Directory==<br />
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If you regularly view or update the information for organizations or leaders, you can save time by adding the organizations or leaders to your personal directory on the CDOL home page. <br />
To add an organization or leader to your personal directory:<br />
# From the '''Unit Summary Page''' or '''Leader Summary Page''' click '''Add to My Personal Directory'''. This automatically adds a link to the item in your personal directory. A link to '''My Church Directory''' displays immediately on the main CDOL screen. <br />
# Click the link to go directly to that organization’s or leader’s directory information.<br />
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==Making a Directory==<br />
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At times you may want to have a printed directory of organizations or leaders. A template in CDOL guides you through this process. The '''Make a Directory''' template allows you to create a custom, printable directory. <br />
To start the process, click '''Make a Directory''' on a '''Search Results''' screen or on a '''Unit Summary Page''' or '''Leader Summary Page''' for an organization or leader. The '''Make a Directory''' template displays. <br />
For example, to make a new stake directory, follow these steps:<br />
# '''Design''' – To design a new directory, click '''Continue'''.<br />
# '''Organizations''' – Select the organizations to include, and then click '''Continue'''. <br />
# '''Positions''' – From the drop-down list, select the positions you want to display in the directory. For example, the Primary Contact is a stake president in a stake or a bishop in a ward. Key Positions are the positions that provide leadership to a unit and normally consist of stake presidencies and bishoprics (including clerks). After you make a selection, click '''Continue'''.<br />
# '''Contact Details''' – From each category select the phone numbers and addresses you want to include in the directory, and then click '''Continue'''.<br />
# '''Display and Title''' – Select the sort order for the directory, decide on a one- or two-column layout, and select either official or local names. Add a title and description for the directory, and then click '''Continue'''.<br />
# '''Summary''' – The screen displays a summary of the options you have selected. From this point you have the following options:<br />
#* Print the directory <br />
#* Save the directory design <br />
#* Go back to change the criteria <br />
#* Return to the search results and start over<br />
The '''Make a Directory''' template produces a document in Adobe ®Acrobat (.PDF) format. The document can be printed and saved on your computer.<br />
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==Creating Mailing Labels==<br />
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There is now a new mailing label feature in the current version of MLS. This new feature has several advantages to the previous version. For an overview of the new feature, see the [[Media:Mailing_Labels_Quick_Guide_Revised.pdf|CDOL Mailing Labels Quick Start Guide]] (Tip 17b in the [[CDOL tips of the week]]).<br />
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==Adding and Updating Personal Contact Information==<br />
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CDOL allows you to update your own personal contact information (such as telephone numbers, addresses and email address. Any user who can see his or her own assignment can update his or her own contact information. <br />
Please note that changes you make to your personal contact information could take up to 24 hours before being updated in the directory. <br />
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To add or update your phone numbers, addresses or email address:<br />
# Type the unit number or part or all of the unit name in the search field, or click the '''Leader''' radio button, and then enter part or all of your name or '''Membership Record Number (MRN)''' in the '''Search''' field. <br />
# Click '''Search'''. If using unit name or unit number, navigate to the unit summary page. If using your name, the search results may appear as a list on the screen or take you directly to your personal summary page, depending on the uniqueness of your name.<br />
# Click on your name if a list appears or if you are on the unit summary page (because you used the unit number or unit name). The '''Leader Summary Page''' displays.<br />
# Click '''Edit Assignment''' above your name, and then select the '''Phone Numbers''', '''Addresses''', or '''General''' tab, which is also the default when entering edit.<br />
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To add a new phone number (similar changes apply to addresses):<br />
# From the list of available types of phone numbers, select the type of phone number you want to change. <br />
# In the '''Number''' field, enter the complete phone number, including the area code, any extension, and the in-country code, if used, and then tab or click out of the field (important). <br />
# Click '''Save'''.<br />
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To change an existing phone number (similar changes apply to addresses):<br />
# In the '''Number''' field, enter the complete phone number, including the area code, any extension, and the in-country code if used, and then tab or click out of the field (important).<br />
# Click '''Save'''.<br />
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To change your email address:<br />
# Select the '''General''' tab.<br />
# In the '''Email Address''' field, enter the complete email address, and then tab or click out of the field (important).<br />
# If you have a private email address (the email address is not seen except by those with stewardship for you) enter it in the '''Private Email Address''' field, and then tab or click out of the field (important).<br />
# Click '''Save'''.<br />
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Most changes made will appear almost immediately after saving.<br />
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If other changes need to be made, those changes should be sent either through MLS (such as an assignment change) or submitted to Church headquarters by using the e-mail address [mailto:oiservices@ldschurch.org oiservices@ldschurch.org] or by clicking the '''Feedback''' link in the top right corner of CDOL.<br />
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==CDOL Tips==<br />
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* '''Local Names''' – Local names are helpful because they show the organization name as it appears in the language of the unit. When you enter a local name, use a character set that supports the characters used in the organization’s primary language.<br />
* '''E-mail''' – When you click an e-mail address in CDOL, it opens your default e-mail application and places the selected e-mail address in the '''To''' field.<br />
* '''Unsaved Changes''' – A red star next to the name of the organization or leader means an unsaved change has been made to the directory. Once the change has been saved, the star disappears.<br />
* '''Unpublished Changes''' – Certain changes require verification after being saved. If the message "'''Unpublished Changes'''" appears in the upper right part of the screen, that change must be reviewed before it will appear on the summary page. This message remains until the changes have been verified for publishing in the directory (normally within 24 hours). <br />
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[[Category:CDOL]]</div>BrobergMW