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About the Case/Volunteer Records category
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0
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2002
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October 14, 2015
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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?
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0
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2392
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October 14, 2026
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How do I get my mentee to a waiting status?
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0
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2761
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October 14, 2015
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How do I update a process step date for a group of mentors, mentees, clients or volunteers?
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0
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3232
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May 25, 2018
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What is the difference between deleting and archiving a database record?
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0
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3665
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June 7, 2018
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My participant is involved in more than one program or initiative. How do see those involvements or add a new involvement?
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0
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2902
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July 25, 2018
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How do I add a new mentor or mentee record?
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0
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4476
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October 12, 2016
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How do I update the registration process steps assigned to one of my programs?
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0
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2665
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March 16, 2016
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How do I change the Waiting date (or any other status date) for a mentee or mentor?
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0
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2541
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April 21, 2015
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Opening an additional Case or Volunteer record for your Mentor/Mentee
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0
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1030
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October 14, 2022
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How can I change the status manually?
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0
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2385
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October 10, 2016
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Can I modify a status date?
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0
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1769
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October 14, 2015
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How do I change a mentee's Grade since it appears to be locked?
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0
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2993
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February 6, 2020
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I need to change the Program for a group of people
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0
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1248
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September 27, 2021
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How do I change the registration process steps?
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0
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2364
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April 29, 2015
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Can I track social security numbers in IMS?
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0
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1515
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July 20, 2020
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I need to change the Case Manager for a group of people
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0
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1788
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August 4, 2020
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I have a button missing from my database
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0
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1258
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January 9, 2020
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How can I add an additional program or initiative to my database?
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0
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2001
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September 27, 2016
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How can I connect siblings in the database?
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0
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1617
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May 6, 2019
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I have process steps that must be completed by participants annually. How do I identify participants who need to complete the annual process step?
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0
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1351
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June 4, 2018
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Client Communication Template
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0
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2130
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February 7, 2018
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How can I edit or remove a label?
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0
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1388
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May 24, 2018
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Rejected and Discontinued statuses
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0
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1934
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March 16, 2016
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How do I access a client or volunteer's record?
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0
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1607
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February 7, 2018
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When are the grade levels for my mentees (or clients) advanced?
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0
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1604
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July 7, 2017
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How can I put a popup message on a record?
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0
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1643
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August 3, 2017
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How do I access a mentor's or mentee's record?
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0
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1547
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October 12, 2016
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How can I add a program to my database that is Non-Mentoring or Non-Matching?
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0
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1542
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September 27, 2016
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Can I delete a duplicate database entry?
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0
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1936
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December 31, 2015
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