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How do I get my mentee to a waiting status?
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1
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October 14, 2015
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How do I make a match?
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1
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October 11, 2016
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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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1
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October 11, 2016
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How do I close a match?
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1
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October 11, 2016
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What is the difference between deleting and archiving a database record?
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1
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June 7, 2018
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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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1
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October 15, 2015
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Sending a Text to Multiple Recipients
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1
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August 9, 2016
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How do I send mass email from the database?
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1
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March 30, 2016
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Can I add group activity participation hours for many matched pairs at one time?
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1
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November 28, 2016
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How do I add mentor training hours for a group of mentors at one time?
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1
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November 29, 2016
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Can I add group activity participation for many contacts at one time from a sign-in sheet?
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1
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October 14, 2015
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How can I assign a new staff member (User) as a Case Manager?
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1
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August 15, 2016
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How can I add a new staff member as a user?
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1
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October 15, 2015
|
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How do I transfer a user license from one person to another?
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1
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March 31, 2015
|
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How can I generate envelopes?
|
1
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November 24, 2015
|
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How do I create labels for the households in my database?
|
1
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November 13, 2015
|
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How do I create labels?
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1
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October 15, 2015
|
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How can I generate letters?
|
1
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November 24, 2015
|
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Why are the Last Modified and Created columns of my export in a different time zone than other date/time fields?
|
1
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October 5, 2018
|
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How do I reopen a closed match?
|
1
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April 29, 2015
|
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How do I update the registration process steps assigned to one of my programs?
|
1
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March 16, 2016
|
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Can I send a survey to References and Contacts?
|
1
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July 29, 2016
|
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How do I edit the survey invite default email?
|
1
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October 12, 2016
|
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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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1
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July 25, 2018
|
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Best Practice: Inactivating a user when there is a personnel change that affects IMS account ownership
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1
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July 13, 2018
|
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How can I view all of my activity or mentoring hours?
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1
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October 15, 2015
|
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Embed your online form on your website or share a link
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1
|
July 13, 2016
|
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How do I include a participant's name in their survey so the survey taker knows who they are completing the form for?
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1
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June 21, 2018
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How do I create a survey invite for an individual mentor or mentee (client/volunteer)?
|
1
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October 12, 2016
|
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How do I change my mentor/mentee's program from Onboarding to their actual program?
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1
|
March 19, 2018
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