Recent Updates
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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)
Manual Reports and Dashboards -
Updated on: Jan 17, 2023
Controlling the Fields that are Available for Report Types - "Why are fields not available for my report?"
When a New Custom Report Type is created, The fields of the various objects available to the report are made accessible when you create reports of that type. However, custom fields that you add to objects AFTER the custom report type was defined, will not automatically be present. That's because you can control what fields are available in a report. You can remove fields that make a report too difficult to work with, or add fields that are missing.
You can also add fields that are related to objects by lookups, instead of adding yet another object to the field!
Manual Reports and Dashboards -
Updated on: Jan 17, 2023
Customizing the HandsOn Connect Letterhead
The letterhead that comes with HandsOn Connect has your logo in the upper left, two dividing lines, and no footer.
The background color is gray. But you can customize your letterhead to match your organizations color and style.
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Updated on: Jan 17, 2023
Notifications to waitlisted volunteers when space becomes available in an occurrence
Whenever the number of connections for an occurrence drops below the maximum number of signups permitted, a workflow sends an email to all volunteers who are in the waitlist notifying them that space is now available for signup. The template used for this is "Waitlisted opportunity now open"
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Updated on: Jan 17, 2023
Seeing who is waitlisted for an occurrence
When a volunteer joins the waitlist -- they are not sent an email but it does show up in the "Upcoming Opportunities" in their account.
The Opportunity Coordinator is sent an email alerting them that someone has joined the waitlist. The text of this notification can be edited in the email template "Notification of Volunteer Wait List"
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Updated on: Jan 17, 2023
Opportunity Coordinators and Volunteer Leaders - what's the difference?
Before we start looking at occurrences -- its important to understand the distinction between the Opportunity Coordinator and a Volunteer Leader.
So what's the difference?
The Opportunity Coordinator is the one person designated as the lead in managing the volunteers for a given occurrence.
IF the Opportunity Coordinator is a volunteer who has the Volunteer Leader Profile -- then the Opportunity Coordinator is also connected to the occurrence as a Volunteer Leader.
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Updated on: Jan 17, 2023
Direct access to a useful report from an object layout. Example: Questions / Answers report from the Occurrence Record Layout
Here's a customer report type and a great way to make reports more accessible when they are needed - that stemmed from some problem-solving between a HandsOn Connect client and our support team. Its presented here as an example of a 'power-use' of reporting!
Melia Tichenor from HandsOn Portland had opened a support ticket asking how she could get contents from one object type to appear in another object type. She was trying to somehow get the custom questions (that are related to the Volunteer Opportunity object), to display the Answers to those questions (which are associated with the Connections records that are connected to each occurrence).
While it IS possible to use formula fields to get items from one object into another - that didn't seem the right way to go about this.
Duplicating fields from one record to the next isn't a best practice in a relational database.
After mulling her goals -- we worked together on finding a more elegant approach. The solution we came up with combines three interesting functionalities and creates a dandy little custom feature that anyone can create!
Cool Beans! Here's how this was done!
Manual Reports and Dashboards -
Updated on: Jan 17, 2023
Granting a Contact Public Site Access as a Volunteer
Most volunteers will receive portal access and have their contact and user records created by registering on the public website.
However, there may be times where you've created a contact administratively and then want to create a volunteer account and login for them administratively.
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Updated on: Jan 17, 2023
Working with Fields in Records
Salesforce has many different types of fields, many of which are identified by symbols or markings.
Manual Getting to know Salesforce -
Updated on: Jan 17, 2023
Organization Profile view