Recent Updates
-
How to get the Project Description Text Into a Report
<p>We have had several HOC customers say that they wanted to be able to export a report, that includes the Volunteer Opportunity Name and also its description. <br />The problem is: In order to make project descriptions look attractive on the public site, project descriptions are created in the ... -
Using Conditional Highlighting and Drill Down to perform analysis on summary calculations
We often want to know how many connections a volunteer had in a given time period. And there is a stock report in HandsOn Connect that can answer that question for you:
You'll find it in the HOC Basic Reports Folder: "# of Connections per vol (Calendar Yr)
-
Diagnosing problems using the HOC Support Reports
<p>When certains kinds of records in your database are missing required fields, it can cause problems in your system such as volunteer opportunities not showing up on your public site when intended, encountering error messages when trying to edit the records and at the most dire breaking your pub... -
Testing Email Templates and Verifying Merge Fields
<p>The easiest way to test the content and merge fields in your email templates is to simulate the conditions under which they are sent from the public site using a test account. That'll absolutely show you what happens.</p> <p>Salesforce does provide a way to test from the email template inter... -
How to Change Your Opportunity Approval Manager
<p>If you have recently made or are about to make staffing changes to your Opportunity Approval Manager, please follow these steps to transition HandsOn Connect to the new approval manager. These steps will ensure that your new Opportunity Approval Manager gets all the notifications they should ... -
Using views to update organizations, contacts and connections
-
Uploading Users into HandsOn Connect Using the Apex Data Loader
This lesson assumes that you have already imported contacts into the system for the users that you wish to create and that you have already set up the Apex Data Loader.
-
Bulk Uploading Connections with the Apex Data Loader
<p>The Apex Data Loader is currently the only way to bulk upload Connections into HandsOn Connect. This walks you through connecting a list of Contacts to a specific Occurrence. The tutorial assumes that you have basic knowledge of Salesforce reporting and that you have set up the Apex Data Loa... -
Counting the number of object records in a report
<p>HandsOn Connect has hidden fields that allow you to easily count the number of objects in a report.</p> <p>There are "number of" fields for: <br />Number of Contacts <br />Number of Organizations <br />Number of Connections <br />Number of Occurrences <br />Number of Volunteer Opportunities</... -
Working with Numbers - Sums, Averages, Min and Max
Number fields can be summarized so that you are able to see summaries of numeric information --