To navigate Roll Call, there are really three main things to understand. The menus allow you to get to certain areas of the program. For example, people, contributions or groups. The icons allow you to perform certain functions against the data. For example, send emails, search the database or save a set. The plus and minuses at the bottom of windows allow you to add or delete from the list.
Menus
There are 2 main menus in Roll Call. The left sidebar contains the navigator menu. This allows you to access different areas of the program. To expand or open up a menu on the left, click the menu name. The menu items will be displayed below. Click on the function you would like to perform.
The top menu in Roll Call allows you to perform more administrative type functions. For example, you can change your password, run utilities or set preferences from these menus. To open up or expand top menu items, click on the menu name, and select the item you would like to perform.
Icons
The following are the icons that will be on the top on most search screens in Roll Call. Click on the icon to perform that action. The action will be performed against all records in the list. If you only want to perform the action for certain records, highlight those records in the list then click on the icon.
PRINT – Prints the list that is displayed on your search screen.
EMAIL – Sends an email to everyone in the list or everyone highlighted in the list.
TEXT – Sends a text to everyone in the list.
LETTERS – Creates a mail merge letter to the people in the list.
LABELS – Creates mailing labels for the people in the list.
SPREADSHEET – Displays the search list in a spreadsheet format.
ALL – Displays all records in the database.
SORT – Allows you to sort the records in a different order.
SEARCH – Allows the user to query the database and look for common characteristics.
SPECIAL – Will perform some common queries.
SETS – Will allow you to perform union and intersect comparisons of two different sets.
SAVE SET – Will allow you save a listing of records.
GET SET – Will allow you to retrieve a saved set or records.
SUBSET – Allows you to reduce a list to only the highlighted records
Plus and Minus Signs
You will notice a (+Add) and (-Delete) sign below most “list” areas in the program. When you click the +Add sign, it allows you to add a record. When you click the -Delete sign, you will be deleting a record. For example, let’s say you where in the Groups Search screen. When you click the plus sign, it brings up the window to add a group. If you hit the minus will delete the group or groups that are highlighted.