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I have a group of people who I search for all the time. How do I create a Quick Search?
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0
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1613
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October 15, 2015
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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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1594
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September 20, 2017
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How can I produce a roster of all clients with their demographic information?
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0
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1579
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October 15, 2015
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How can I add a new staff member as a user?
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0
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1565
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October 15, 2015
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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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0
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1551
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October 11, 2016
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Can I have my applications translated to Spanish?
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2
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889
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August 24, 2021
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How do I add an additional MYL Group match to an existing mentee or mentor record?
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0
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1533
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November 8, 2016
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How do I add an additional MYL One-on-One match to an existing mentee or mentor record?
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0
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1521
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November 8, 2016
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How do I edit the survey invite default email?
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0
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1518
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October 12, 2016
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How do I change a mentee's Grade since it appears to be locked?
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0
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1509
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February 6, 2020
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How do I close a MYL One on one match?
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0
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1500
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November 8, 2016
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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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0
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1495
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October 15, 2015
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How can I set up a follow up reminder for a match that isn’t automatically created by the database?
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0
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1481
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October 14, 2015
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Instructions for DCTAT Report
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0
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1480
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November 30, 2016
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How can I reassign follow-ups to a new staff member?
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0
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1479
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August 3, 2017
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Where do I put the MYL Enrollment Date for my mentee or mentor?
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0
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1468
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November 8, 2016
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How do I add mentoring hours or group activity participation for both people in a matched pair?
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0
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1468
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October 14, 2015
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What do I do if a mentor or mentee is exiting my MYL program?
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0
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1448
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November 8, 2016
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How to re-assign case records & matches to a new case manager?
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0
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1444
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August 24, 2015
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How do I create a survey invite for a group of mentors or mentees (clients or volunteers)?
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0
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1435
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October 12, 2016
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How do I get a Mentee to an Active status for my MYL Group Mentoring Program?
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0
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1427
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November 9, 2016
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How do I log information on my MYL Partner Organizations?
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0
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1427
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November 3, 2016
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Sending a Text to Multiple Recipients
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0
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1421
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August 9, 2016
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Text Message Enhancements
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0
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1406
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October 3, 2017
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Mentor with multiple mentees
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1
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994
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July 10, 2019
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Can you delete quick searches?
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0
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1391
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October 15, 2015
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How do I get a Mentee to a Waiting status for my MYL One on One Mentoring Program?
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0
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1378
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November 9, 2016
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How do I access my Alchemer (formerly SurveyGizmo) account?
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0
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1364
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August 5, 2016
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Contacts-Only Import Guidelines
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0
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1349
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April 13, 2021
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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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1348
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September 15, 2017
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Client Communication Template
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0
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1347
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February 7, 2018
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Exporting data from IMS
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0
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1340
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February 24, 2020
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Case Manager Change History
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0
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1297
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March 16, 2016
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How do I search for our matched mentors?
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0
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1295
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October 15, 2015
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Limits on attaching documents
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0
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1282
|
October 14, 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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1280
|
November 13, 2015
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How can I start integrating with Constant Contact?
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0
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1280
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October 6, 2016
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Adding Multiple Contacts, Mentors, or Organizations to Constant Contact at One Time
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0
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1271
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October 6, 2016
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Rejected and Discontinued statuses
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0
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1262
|
March 16, 2016
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Can I delete a duplicate database entry?
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0
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1257
|
December 31, 2015
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How can I match mentees with their mentors in my group mentoring program?
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0
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1252
|
March 19, 2019
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How do our mentors change the account to which the Mentor Portal is connected if needed?
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0
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1245
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August 4, 2017
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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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1244
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October 12, 2016
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We have a two mentors mentoring the same mentee. How should we enter this?
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0
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1242
|
November 24, 2015
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Making sure your program names are accurate for the DCTAT
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0
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1236
|
August 15, 2017
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Custom Communication/Note Templates
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0
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1236
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March 16, 2016
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Custom Excel Reports
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0
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1234
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March 16, 2016
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How can I add an additional program or initiative to my database?
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0
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1233
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September 27, 2016
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How can I prepare a receipt?
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0
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1233
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November 21, 2015
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Setting up my text messaging
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0
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1225
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August 9, 2016
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