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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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4953
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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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1354
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November 3, 2017
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Text Message Enhancements
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0
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1668
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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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1996
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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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1041
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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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935
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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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1273
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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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1425
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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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1508
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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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1099
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November 22, 2016
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Understanding Database Roles
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0
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1190
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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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1441
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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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1437
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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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1411
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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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1411
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November 22, 2016
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How do I assign a spouse to a contact record?
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0
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2510
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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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1535
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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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1446
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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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1352
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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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1423
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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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1092
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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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1233
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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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1158
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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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1112
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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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1083
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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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1137
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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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1151
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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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1248
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October 12, 2016
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What happens if a survey invite expires?
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0
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1093
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October 12, 2016
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How do I delete a survey invite?
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0
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1167
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October 12, 2016
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