Recent Updates
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Creating a Report to monitor team signups as a percentage of total connections
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Mass Emailing in Salesforce
Updated on: Jan 17, 2023
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2.13 Release - Patch 5 & Other Typos Corrections being made
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Adding Skill Documentation (Training / Certification)
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Creating Custom Skill Categories
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Creating a Report to See What opportunities and occurrences are currently visible on your Public Site
<p>Want an easy way to know what occurrences and opportunities are visible on the public site? <br />This report will show you exactly what's on your site, whether it requires an invitation code to see it, and how many connections are currently made for all your upcoming opportunities.</p> <p>Th... -
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)
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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...