Topic Replies Activity
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
How do I create labels? 1 October 15, 2015
How can I generate letters? 1 November 24, 2015
Why are the Last Modified and Created columns of my export in a different time zone than other date/time fields? 1 October 5, 2018
How do I reopen a closed match? 1 April 29, 2015
How do I update the registration process steps assigned to one of my programs? 1 March 16, 2016
Can I send a survey to References and Contacts? 1 July 29, 2016
How do I edit the survey invite default email? 1 October 12, 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
Best Practice: Inactivating a user when there is a personnel change that affects IMS account ownership 1 July 13, 2018
How can I view all of my activity or mentoring hours? 1 October 15, 2015
Embed your online form on your website or share a link 1 July 13, 2016
How do I include a participant's name in their survey so the survey taker knows who they are completing the form for? 1 June 21, 2018
How do I create a survey invite for an individual mentor or mentee (client/volunteer)? 1 October 12, 2016
How do I change my mentor/mentee's program from Onboarding to their actual program? 1 March 19, 2018