Topic Replies Activity
I have a group of people who I search for all the time. How do I create a Quick Search? 1 October 15, 2015
How do I modify a Quick Search or Saved Search? 1 February 16, 2018
Is there a spot in the database that we can record our mentees’ GPA information? 1 October 14, 2015
Can I enter outcome data directly from my mentee’s outcome tab? 1 October 14, 2015
Is there any way to export a mentee’s GPA so I can email the data we have on file? 1 October 14, 2015
Where should I go to enter all of our current mentees’ GPA for this quarter? 1 October 14, 2015
How do I add a Primary Guardian for my mentee? 1 November 8, 2016
How can I prepare a year-end receipt letter? 1 November 20, 2015
How do I create an email signature? 1 April 6, 2016
Sending Individual Mentor Portal Invites 1 September 27, 2016
Is there a way for mentors to sign-in electronically? 1 October 15, 2015
Sending Mentor Portal invites to a group of mentors all at once 1 September 27, 2016
How do I see the Mentor Portal as my mentors do? 1 March 12, 2018
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
How do I make a match? 1 October 11, 2016
I need to backdate a match, but my Match Start Date is not available on the calendar. What should I do? 1 October 11, 2016
How do I close a match? 1 October 11, 2016
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
Sending a Text to Multiple Recipients 1 August 9, 2016
How do I send mass email from the database? 1 March 30, 2016
Can I add group activity participation hours for many matched pairs at one time? 1 November 28, 2016
How do I add mentor training hours for a group of mentors at one time? 1 November 29, 2016
Can I add group activity participation for many contacts at one time from a sign-in sheet? 1 October 14, 2015
How can I assign a new staff member (User) as a Case Manager? 1 August 15, 2016
How can I add a new staff member as a user? 1 October 15, 2015
How do I transfer a user license from one person to another? 1 March 31, 2015
How can I generate envelopes? 1 November 24, 2015
How do I create labels for the households in my database? 1 November 13, 2015