How do I access a client or volunteer's record?
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0
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1290
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February 7, 2018
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When are the grade levels for my mentees (or clients) advanced?
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0
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1314
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July 7, 2017
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How do I generate a report of all my online applications, regardless of whether they have been accepted into the database?
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0
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1185
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February 6, 2018
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Purchasing your Plivo Account to enable texting within the Premium & Enterprise packages
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1
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5129
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March 6, 2018
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What if the texting phone number is not available from the User menu?
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0
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1392
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November 3, 2017
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Text Message Enhancements
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0
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1713
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October 3, 2017
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How do I subscribe to this forum to stay apprised of the latest helpful tips and new content?
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0
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2057
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September 20, 2017
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What happens if someone fills out an application and they are already in our database?
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0
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1085
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August 3, 2017
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Can you restore deleted information?
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0
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984
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August 3, 2017
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How can I put a popup message on a record?
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0
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1307
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August 3, 2017
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Where can I find information on questions related to Activity Hours?
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0
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1497
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November 8, 2016
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How can I find all my active matches?
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0
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1546
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October 15, 2015
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Understanding Database Roles for Organizations
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0
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1140
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November 22, 2016
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Understanding Database Roles
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0
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1222
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November 22, 2016
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I already have a primary contact assigned to an organization. How do I assign additional contacts?
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0
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1480
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November 22, 2016
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How do I assign a primary contact to an organization?
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0
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1478
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November 22, 2016
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How do I pull up the record for an existing contact that is an organization?
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0
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1451
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November 22, 2016
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How do I add an organization as a contact?
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0
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1447
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November 22, 2016
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My contact is already assigned to a primary organization. How do I assign them to additional organizations?
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0
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1571
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November 22, 2016
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How do I assign a contact to their primary organization?
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0
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1484
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November 22, 2016
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How do I pull up the record for an individual contact who is not a mentor or mentee?
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0
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1388
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November 21, 2016
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Where can I enter contact information for an individual who is not a mentee or mentor?
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0
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1458
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November 21, 2016
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How do I access a mentee's or mentor's record?
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0
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1131
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November 8, 2016
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How do I update my mentee/mentor's file?
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0
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1275
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November 8, 2016
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How do I add case notes to a record?
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0
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1208
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November 8, 2016
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How do I give multiple people credit for a donation they brought in to my program (soft credit)?
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0
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1149
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October 13, 2016
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How do I give an individual credit for a donation my program has received (soft credit)?
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0
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1124
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October 13, 2016
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Can I modify my survey?
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0
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1169
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October 12, 2016
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Can I add an additional survey?
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0
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1207
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October 12, 2016
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Where do I go to find the details about a survey invite that has been created?
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0
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1298
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October 12, 2016
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