Recent Updates

  • When you search for a field using the magnifying glass icon in a lookup field -- certain fields from that record appear.

    You can edit which fields appear to make lookups more useful.

  • Updated on: Jan 17, 2023

    (Advanced) Editing the Hover List Layout

    Hover views show up when you 'hover' over fields in layouts or in the sidebar.

    They show a mini-view of fields in the related record.

  • Related lists can be added, reordered or removed from the layout in the same way as you did with sections.

    You can also edit which related lists appear in a layout, as well as which fields appear in the related list.

  • Updated on: Jan 17, 2023

    Working with Sections in the page layout

    A page layout is made up of sections.

  • A lot of the information you will want to get out of your data is about people who have volunteered. And that information will be found in the Connection Record.

    You will want your primary object for certain kinds of reports to be the Connection object -- however when you go create the custom report type - you'll find the secondary objects aren't there! You COULD choose to build the report around the Contact object - but there's a better way.

    You can get to fields you might not otherwise access, through the lookup fields that are in an object. And the Connections record is FILLED with lookups!

    Let's say we wanted to get a report on all connections, that included the Volunteer Type, the Location name, and other fields from other objects.

  • Updated on: Jan 17, 2023

    Changing Your password security settings

    We ship HandsOn Connect to you with convenient password policies to make it easy for your users to deal with passwords. But Salesforce supports VERY strict password settings if desired.

  • Updated on: Jan 17, 2023

    Setting the Dashboard for the Home Tab

    You can choose any dashboard you have access to as the one that appears on your HOME tab.

    Only the top three components of the dashboard are visible on the Home Tab.

  • Updated on: Jan 17, 2023

    Creating Dashboards

  • Updated on: Jan 17, 2023

    Viewing Dashboards

    Dashboards are accessed through the Dashboard Tab, and organized into folders.

    When you click on the Dashboard Tab you will brought to the last dashboard you had viewed.

  • Updated on: Jan 17, 2023

    Dashboard Overview

    Dashboards provide a quick, graphical view of statistical information from a number of different reports. It allows you to quickly see relevant and related information 'at a glance' -- which can be much more convenient that running and reviewing multiple reports.

    The place you're most likely to have seen a dashboard is on your home page. The home page allows you to pick one of your dashboards and display the top three items on it on the homepage so you always have an 'at a glance' view of the statistics that are most important to you.

    You can create as many dashboards as you like - so that you can organize certain types of information in one dashboard. For example, you could have a dashboard that contains all the information on your service hours, # of connections, types of volunteer opportunities etc, as a "Volunteer Opportunity Overview" dashboard. You might have another dashboard focused solely on organizations (sponsors vs non--profits, etc) and another just on your volunteers (demographic information, level of activity, % of Volunteer Leaders, etc)