Case/Volunteer Records


Topic Replies Activity
About the Case/Volunteer Records category 1 October 14, 2015
How do I update a process step date for a group of mentors, mentees, clients or volunteers? 1 May 25, 2018
How do I change the Waiting date (or any other status date) for a mentee or mentor? 1 April 21, 2015
How can I add an additional program or initiative to my database? 1 September 27, 2016
How can I connect siblings in the database? 1 May 6, 2019
How do I change the registration process steps? 1 April 29, 2015
How do I add a new mentor or mentee record? 1 October 12, 2016
How do I get my mentee to a waiting status? 1 October 14, 2015
What is the difference between deleting and archiving a database record? 1 June 7, 2018
I need to inactivate (archive) a mentor, but it won't let me. It says I have to close cases or matches. What can I do? 1 October 15, 2015
How do I update the registration process steps assigned to one of my programs? 1 March 16, 2016
My participant is involved in more than one program or initiative. How do see those involvements or add a new involvement? 1 July 25, 2018
I have process steps that must be completed by participants annually. How do I identify participants who need to complete the annual process step? 1 June 4, 2018
Client Communication Template 1 February 7, 2018
How can I edit or remove a label? 1 May 24, 2018
Rejected and Discontinued statuses 1 March 16, 2016
How do I access a client or volunteer's record? 1 February 7, 2018
When are the grade levels for my mentees (or clients) advanced? 1 July 7, 2017
How can I put a popup message on a record? 1 August 3, 2017
How do I access a mentor's or mentee's record? 1 October 12, 2016
How can I change the status manually? 1 October 10, 2016
How can I add a program to my database that is Non-Mentoring or Non-Matching? 1 September 27, 2016
Can I delete a duplicate database entry? 1 December 31, 2015
Can I add a process step to a program? 1 November 11, 2015
What does it mean when a database role is italicized? 1 October 15, 2015
Can I modify a status date? 1 October 14, 2015
Is there a way to change a mentee to a mentor without having to re-entering all of their info? 1 October 14, 2015
Can I copy my process steps from one program if I put my mentee into a new program? 1 October 14, 2015