CloudTools

Remember: Core Tools is becoming CloudTools... in phases! If you don't see the tool you're looking for here, it's still a Core Tool. This section of the KB will be expanded as CloudTools are added in future updates!

CloudTools is a separate application that is fully integrated with MinistryPlatform. CloudTools is designed to save users time - whether it is keeping data clean, preparing data for communications or reports or speeding up data entry. Each Tool is designed to appear on specific pages, and a Security Role is required to access the tools. See Configuring Tools.

Changes made by CloudTools are audit logged on the related records as API User (on behalf of [Username]).

Note: Customers not on SQL 2012 or higher will not be able to receive CloudTools. If needed, please make plans to upgrade as soon as possible. See Server Requirements for minimum server requirements. Contact Support with any questions.
Tab Navigation

For those who like to be mouse free for data entry, we have designed CloudTools to leverage tabbing for navigation within each tool once it is launched. 

When tabbing through the fields in any CloudTools you can either:

  1. Use the arrow keys to select from a drop down > Press Enter to make a selection.
  2. OR, use the arrow keys to select from a drop down > Press Tab to make selection and move the cursor to the next field at the same time.

 

 

 

Last Modified: 12/7/2018

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