With Great Power comes Great Responsibility.

Before customizing anything in HandsOn Connect - be sure to read this entire chapter!

You can customize HandsOn Connect, in many, many ways -- but some things cannot be edited, because they are part of the Managed Package.

When you search for a field using the magnifying glass icon in a lookup field -- certain fields from that record appear.

You can edit which fields appear to make lookups more useful.

Related lists can be added, reordered or removed from the layout in the same way as you did with sections.

You can also edit which related lists appear in a layout, as well as which fields appear in the related list.

A lot of the information you will want to get out of your data is about people who have volunteered. And that information will be found in the Connection Record.

You will want your primary object for certain kinds of reports to be the Connection object -- however when you go create the custom report type - you'll find the secondary objects aren't there! You COULD choose to build the report around the Contact object - but there's a better way.

You can get to fields you might not otherwise access, through the lookup fields that are in an object. And the Connections record is FILLED with lookups!

Let's say we wanted to get a report on all connections, that included the Volunteer Type, the Location name, and other fields from other objects.

You can choose any dashboard you have access to as the one that appears on your HOME tab.

Only the top three components of the dashboard are visible on the Home Tab.