|
About the Case/Volunteer Records category
|
|
0
|
1762
|
October 14, 2015
|
|
How do I get my mentee to a waiting status?
|
|
0
|
2296
|
October 14, 2015
|
|
How do I update a process step date for a group of mentors, mentees, clients or volunteers?
|
|
0
|
2782
|
May 25, 2018
|
|
What is the difference between deleting and archiving a database record?
|
|
0
|
3074
|
June 7, 2018
|
|
My participant is involved in more than one program or initiative. How do see those involvements or add a new involvement?
|
|
0
|
2435
|
July 25, 2018
|
|
How do I add a new mentor or mentee record?
|
|
0
|
3883
|
October 12, 2016
|
|
How do I update the registration process steps assigned to one of my programs?
|
|
0
|
2277
|
March 16, 2016
|
|
How do I change the Waiting date (or any other status date) for a mentee or mentor?
|
|
0
|
2207
|
April 21, 2015
|
|
Opening an additional Case or Volunteer record for your Mentor/Mentee
|
|
0
|
784
|
October 14, 2022
|
|
How can I change the status manually?
|
|
0
|
2094
|
October 10, 2016
|
|
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?
|
|
0
|
2018
|
October 15, 2015
|
|
Can I modify a status date?
|
|
0
|
1508
|
October 14, 2015
|
|
How do I change a mentee's Grade since it appears to be locked?
|
|
0
|
2635
|
February 6, 2020
|
|
I need to change the Program for a group of people
|
|
0
|
994
|
September 27, 2021
|
|
How do I change the registration process steps?
|
|
0
|
2057
|
April 29, 2015
|
|
Can I track social security numbers in IMS?
|
|
0
|
1209
|
July 20, 2020
|
|
I need to change the Case Manager for a group of people
|
|
0
|
1370
|
August 4, 2020
|
|
I have a button missing from my database
|
|
0
|
1026
|
January 9, 2020
|
|
How can I add an additional program or initiative to my database?
|
|
0
|
1679
|
September 27, 2016
|
|
How can I connect siblings in the database?
|
|
0
|
1347
|
May 6, 2019
|
|
I have process steps that must be completed by participants annually. How do I identify participants who need to complete the annual process step?
|
|
0
|
1101
|
June 4, 2018
|
|
Client Communication Template
|
|
0
|
1837
|
February 7, 2018
|
|
How can I edit or remove a label?
|
|
0
|
1137
|
May 24, 2018
|
|
Rejected and Discontinued statuses
|
|
0
|
1691
|
March 16, 2016
|
|
How do I access a client or volunteer's record?
|
|
0
|
1356
|
February 7, 2018
|
|
When are the grade levels for my mentees (or clients) advanced?
|
|
0
|
1376
|
July 7, 2017
|
|
How can I put a popup message on a record?
|
|
0
|
1393
|
August 3, 2017
|
|
How do I access a mentor's or mentee's record?
|
|
0
|
1301
|
October 12, 2016
|
|
How can I add a program to my database that is Non-Mentoring or Non-Matching?
|
|
0
|
1286
|
September 27, 2016
|
|
Can I delete a duplicate database entry?
|
|
0
|
1664
|
December 31, 2015
|