Advanced Data Management Tools - overview
For system administrators and/or staff that do a lot of administrative handling of data -- there are a number of data management tools that can be enabled in HandsOn Connect by your system administrator:
- Batch Creation of Teams from the contact record
- Batch creation of Connection from the contact record
- Import Team Members (making it possible to create team members from a report result)
- Import Connections - which makes it possible to import connections for team members
- Batch Moving or Copying of Connections (from occurrence record)
- Adding occurrence connection contacts to a campaign (for use with a mass emailing tool that works with Salesforce Campaigns
Batch Create Volunteer Teams and Connections
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To make it easier for you to manage existing contacts we have added two wizards, one for Team Members and one for Connections.
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