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What's New

New features and releases

Getting Started

• Logging in for the first time
• How to login
• Reset your password
• eRecruiter & eCoordinator
• The Three Core Profiles: Vols, Opps, Orgs

Reports

• Run a report
• Email a report
• Include archived records in a report
• Reports FAQs

Email & Text Messaging

• Send an email
• Send a text (MMS) message
• Stop an email from sending
• Insert image into an email message

Service Hours

Opportunities

• View an opportunity
• Logistics Tab
• Place a volunteer with an Opportunity

Grids & Filters

• Grid Tutorial
• Build a filter

Log Book

• Log Book Filters
• Edit a Log Book entry
• Log Book tab in the volunteer profile
• Quick Add Hours

Scheduling

• Schedule Shifts
• Restore a deleted shift

Surveys

• Survey Basics
• Surveys
• Depend Regions aka conditional questions

Sign-In Stations

• What is a Sign-In Station?
• Sign-In Station Methods
• Build an Open Roster Sign-In Station (only works with shifts)
• Build a Username/password Sign-In Station
• Build an Email Sign-In Station

Advanced Topics

• Automations Basics
• Automation Triggers
• Group Solutions

Get Help

• Submit a support request
• How to write a good support ticket
• Support ticket process