How can I connect siblings in the database?
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0
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1247
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May 6, 2019
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What is a response group?
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0
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913
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March 29, 2019
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How do I search for a group of individuals then send to Survey reports?
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1
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1003
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January 21, 2019
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How do I filter the survey comparison to only show individuals who completed both surveys?
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0
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809
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November 26, 2018
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When background checks expire, can they be auto renewed by the database?
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0
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967
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October 25, 2018
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Can I enter outcome data directly from my mentee’s outcome tab?
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0
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1370
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October 14, 2015
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Is there any way to export a mentee’s GPA so I can email the data we have on file?
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0
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1229
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October 14, 2015
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Is there a way for mentors to sign-in electronically?
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0
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1384
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October 15, 2015
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How do I see the Mentor Portal as my mentors do?
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0
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1253
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March 12, 2018
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Sending a Text to Multiple Recipients
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0
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1793
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August 9, 2016
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How can I assign a new staff member (User) as a Case Manager?
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0
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1396
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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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0
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1888
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October 15, 2015
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How can I generate envelopes?
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0
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1410
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November 24, 2015
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How do I create labels for the households in my database?
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0
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1625
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November 13, 2015
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How do I create labels?
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0
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1482
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October 15, 2015
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How can I generate letters?
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0
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1408
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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?
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0
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873
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October 5, 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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0
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1281
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July 13, 2018
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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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0
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1338
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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)?
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0
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3154
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October 12, 2016
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Why is the Last Modified column date of a Communication export different than other date/time fields?
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0
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899
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June 11, 2018
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Can I take a survey on behalf of a participant (mentee, mentor, guardian, client, volunteer, contact)?
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0
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1579
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October 12, 2016
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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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1030
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June 4, 2018
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Do Mentors need to be matched first before I send the Mentor Portal invite?
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0
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987
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May 31, 2018
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Client Communication Template
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0
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1753
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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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1071
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May 24, 2018
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I am unable to see the Background Check tab on my Mentor record. How do I add or remove access to Background Check integration?
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0
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1122
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April 3, 2018
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Important: Avoid using Yahoo, AOL, Comcast, Gmail, Hotmail and other common email addresses for users in your database
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0
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11280
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February 21, 2018
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Rejected and Discontinued statuses
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0
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1617
|
March 16, 2016
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One of our mentors/mentees (clients/volunteers) started an online application but never finished. How can they complete it?
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0
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1682
|
September 15, 2017
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