Using and Managing your Platform

Status: Updates and Cancellation
Status: Updates and Cancellation Objectives: Learn the basics of an opportunity status Learn how to change the opportunity status Learn what happens...
Mon, 6 May, 2019 at 1:16 AM
Managing Participants
Managing Participants Objectives: Learn different ways of managing participants Introduction One of your duties as an administrator is to manag...
Thu, 2 Apr, 2020 at 3:28 PM
Session Management
Behind the Scenes of Inviting Users Outcomes: Learn about user invites Add an individual Select from subscribers (bulk) Invite targeted users Le...
Thu, 2 Apr, 2020 at 3:32 PM
Using the RSVP Comment Feature
Knowing Your Volunteers with the RSVP Comment Feature Outcomes: Learn about the RSVP Comment Feature Learn how to use the feature as a community a...
Sun, 5 May, 2019 at 11:23 PM
Attendance Register
Offline Attendance Register Outcomes: Learn about attendance registers Learn how to download the offline attendance register Introduction As v...
Sun, 5 May, 2019 at 11:20 PM
Sending Custom Messages
Custom Messages Outcomes: Learn the importance of sending messages Learn how to send custom messages Introduction Before the set date of the o...
Sun, 5 May, 2019 at 11:09 PM
Planning Your Budget
Budget Planning Objectives: Understand the importance of budget planning Learn how to set up the budget plan when adding an opportunity Learn how...
Fri, 1 Mar, 2019 at 7:41 PM
Initiative Indicators: How will it work for your Organisation
Objectives: Learn how to complete your reports in relation to initiatives your organisation is involved in As an organisation administrator, part of yo...
Thu, 23 Apr, 2020 at 10:40 AM
Expiry Automation for Due Diligence: How will it work for your Organisations
Objectives: Learn how to use the Expiry Automation for Due Diligence Feature as an Organisation Administrator Understand what happens when your organisat...
Mon, 13 Apr, 2020 at 9:45 AM
Validations: Submitting your Due Diligence Documents
Objectives: Accessing Due Diligence/compliance forms Learn about saving and editing Due Diligence forms As a user you may be required to submit  D...
Tue, 28 Apr, 2020 at 2:16 PM