Recent Updates
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Controlling the Fields that are Available for Report Types - "Why are fields not available for my report?"
<p>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 bec... -
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. -
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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Seeing who is waitlisted for an occurrence
<p>When a volunteer joins the waitlist -- they are not sent an email but it does show up in the "Upcoming Opportunities" in their account.</p> <p>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 e... -
Opportunity Coordinators and Volunteer Leaders - what's the difference?
<p>Before we start looking at occurrences -- its important to understand the distinction between the Opportunity Coordinator and a Volunteer Leader. <br />So what's the difference?</p> <p>The Opportunity Coordinator is the one person designated as the lead in managing the volunteers for a given... -
Direct access to a useful report from an object layout. Example: Questions / Answers report from the Occurrence Record Layout
<p>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!</p> <p>Melia Tichenor from HandsOn... -
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. -
Working with Fields in Records
Salesforce has many different types of fields, many of which are identified by symbols or markings.
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Organization Profile view
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Creating a Skills Profile
<p>Volunteer can create a skills profile that can be used to qualify them for volunteer opportunities that require specific skills. <br />This skill profile is also used by the site administrators and partner staff organizations to find suitable matches for volunteers with specific skills who the...