CMD Staff Phone App

This app is designed for staff eyes only because it gives you acces to most of the information you have stored about people in your CMD database. The user names and passwords used to gain access are the same ones you use to enter CMD itself (not the user name and password for the hosted system). To demo the CMD Staff Phone app, click here. Enter cmddemo for both the user name and password. For instructions on how to use it, either as a demo or when using it with your own data, read on!

Logging In

When the phone app first appears, you’ll see its login page, which looks like this: At this point (if you are using the demo), enter cmddemo for both the user name and password. If you are logging in to see your own data, then enter your CMD user name and password. After entering it, tap (or click) Login. After you are in, you’ll see a page with a Name Search function: To find a name, start typing in the last name of the person you want to view. You will be moved deeper into the list with each letter you type. When you find the name you want, tap on it to hightlight, and then tap the View button up near the top. If you are viewing the demo, we suggest you look at John Andrews, as highlighted to the left. Once you have tapped the View button, the screen will clear and display the home page on the phone app for the individual for whom you searched. Note that you can see all the names of the family listed in the upper left corner, and the name you searched for is the one that’s highlighted. The information displayed on the rest of the page is always related to the individual in the family whose name is currently highlighted. As you can see from the screen grab on the right, the contact information for John Andrews is displayed, along his Family Status field, Birth date, and Age.

Smart Phone Features

You can take advantage of 3 features of your smart phone from this page. If you wish to see a map of the street address, just tap the address link. If you want to dial a phone number, tap the phone number link. If you want to send an e-mail, tap the e-mail address link. Because there is not much screen real estate to work with on a phone, the rest of the information is available when you tap one of several buttons. For example, if you wish to view a picture for the family, tap the Show Picture button. When you do that, a small window pops up over the page to show you the picture.

Viewing Personal & Family Information

To view the information that’s specific to the individual for whom you have searched, tap the Personal Info button. To view the information that’s common to all family members, tap Family Info. When you tap either button, a new page is displayed on top of the name’s home page that gives you access to all the personal or family information fields. They are both much longer than your phone’s screen, so you will need to scroll down to see all the fields. For purposes of illustration here, we’ll show you a screen grab of the entire screen of both the Personal Information and the Family Information pages.

Updating Information

On either of these pages, you can tap on any of the fields to edit the information that’s there. If you make a change, you will need to tap the Save Changes button in order for it to stick. If you have several changes to make, make them all first then tap Save Changes. To alter or view a date other than the birth date, open the drop-down list below the Select Date header, and select the date you wish to view. Open the drop-down lists on any of the menu fields to change them. If you wish to view the multi-choice menus (Church Offices, Talents, Activities, User 1 and User 2), you’ll need to open the drop- down box that says Select a Menu. Once you’ve selected the menu, tap the View/Edit Menu button directly underneath that selection, and a new screen will appear which will show you the choices on your selected menu that have been saved for the individual you are displaying. You can add other menu choices to the name’s file, and you can also remove any of the menu choices from a name’s file.

Visitation Tracking

Note that you can also use the phone app to view or enter visitation information. To access the Visitation page, tap Visits on the name’s home page. When you tap Visits, you’ll see a page that looks like the screen grab to the right. The comments in the Visit Comments box are related to the currently selected visit. In the case of out illustration to the right, the first visit is the one selected (you can tell by the small calendar icon in the field).

This is Important!

CMD’s phone and tablet apps are sort of a cross between a regular app and a web page. While they are accessed on the web and displayed in your browser, there is one area where they do not function as you might expect. When you are ready to leave a page, always use the Close button! If you don’t, you’ll find yourself back at the login page, and you will have to log in again. So make sure that you always use the Close button on any page where there is one.

One Final Word

Because the URL for the apps is rather lengthy, we suggest that before you log in for the very first time, that you save the login page to your device’s home page so that you can get back to the login page just by clicking its icon.