How do I create a survey invite for a group of mentors or mentees (clients or volunteers)?
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0
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1820
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October 12, 2016
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Opening an additional Case or Volunteer record for your Mentor/Mentee
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0
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737
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October 14, 2022
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How do I create an email signature?
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0
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2824
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April 6, 2016
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How do I see when mentors log their sessions through the Mentor Portal?
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0
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2569
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October 15, 2015
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How do I Provide Resources to Mentors via the Mentor Portal?
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0
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1216
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June 30, 2020
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How do I post a message to an individual mentor on the Mentor Portal?
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0
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1556
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October 11, 2016
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Activity Hours Updates
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0
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1349
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October 26, 2016
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How do I create a rematch for a mentor or mentee?
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0
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1511
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October 11, 2016
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How can I change the status manually?
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0
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1996
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October 10, 2016
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Can I edit or delete a case note?
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0
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1489
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October 14, 2015
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I need a hard copy of all the communication with my mentee. Is there a way to export or print case notes?
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0
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1297
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October 14, 2015
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How can I add case notes to my mentee’s or mentor’s file?
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0
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3117
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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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1949
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October 15, 2015
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Can I modify a status date?
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0
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1457
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October 14, 2015
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I need to backdate a match, but my Match Start Date is not available on the calendar. What should I do?
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0
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1941
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October 11, 2016
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Delete Status History Records and Roll-Back Case/Volunteer Records
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0
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1353
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March 16, 2016
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How can I print a hard copy of my applications?
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0
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874
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June 19, 2023
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How do I close a match?
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0
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2506
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October 11, 2016
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Can I edit or delete activity hours?
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0
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1435
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October 14, 2015
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Can I find a list of one of my mentor’s volunteer hours so that I can either email or print them?
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0
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1377
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October 14, 2015
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Can I export or print activity hours?
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0
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1358
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October 11, 2016
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How do I add pre-match or post-match activity hours for a mentor?
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0
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1304
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October 11, 2016
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How can I view all of my activity or mentoring hours?
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0
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2134
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October 15, 2015
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How do I add mentor training hours for a group of mentors at one time?
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0
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1391
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November 29, 2016
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How do I add mentoring hours or group activity participation for both people in a matched pair?
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0
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1836
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October 14, 2015
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How do I search for our matched mentors?
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0
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1629
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October 15, 2015
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I would like to run a search for all the current matched mentors who attend our latest training session. How do I run a search to figure out who attended?
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0
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1338
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October 15, 2015
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How can I produce a roster of all clients with their demographic information?
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0
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2025
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October 15, 2015
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Can you delete quick searches?
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0
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1710
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October 15, 2015
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Constant Contact Referral Link
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0
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188
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March 10, 2025
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