Recent Updates
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Updated on: May 29, 2018
Removing a Contact's access to log in
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Updated on: May 23, 2018
Social Contacts (Optional)
<p>Social Contacts are a new feature in Salesforce as of Winter 2011. It is turned on by default for any salesforce customers who received their account after October 7, 2011.</p> <p>If it is not turned on in your instance, your system administrator must enable social contacts:</p> -
Updated on: May 23, 2018
Adding a new contact from the organizational record
<p>Adding a new contact to an organization is easy from the organization record -- however there's one little 'trick' you need to be aware of because of the way HandsOn Connect labels addresses:</p> -
Updated on: May 23, 2018
Related Lists in the contact record
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Updated on: May 23, 2018
Creating / Editing a contact record
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Updated on: May 23, 2018
The HOC Customer Record
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Updated on: Apr 18, 2018
How to install the Occurrence Name/Description Feature
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Updated on: Apr 13, 2018
Home Page
Manual Using the Sharing Portal -
Updated on: Apr 11, 2018
Importing Occurrences via the Data Loader
<p>Do you have lots of occurrences that you would like to get into your HOC system for already existing Volunteer Opportunities? The Data Loader (or similar tool) would be a great choice for getting that done. This is considered advanced data management, but you can do it!</p> -
Updated on: Apr 05, 2018
Creating a New Organization - (selecting the organization record type)