How can I mass assign opportunities from the database?
1. Go to the Database
2. Select one or more volunteer records
3. Click on the black down arrow next to the right of "# records selected"
4. Click on Assign opportunities
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How can I mass assign shifts from the database?
1. Go to the Database 2. Select one or more volunteer records 3. Click on the black down arrow next to the right of "# records selected" 4. Click on Assign shifts By assigning a volunteer to a shift that is associated with an opportunity they are not ...Why should I use the "auto-assign profile tags" feature when moving someone from one step to another in a sequence?
Overview A volunteer onboarding sequence helps you track each volunteer’s progress through various steps, from start to finish. While you can see a volunteer’s progress in the Sequences module or an individual’s profile, leveraging auto-assign ...How can I mass assign tags from the database?
1. Go to the Database 2. Select one or more volunteer records 3. Click on the black down arrow next to the right of "# records selected" 4. Click on Assign tags Tags are useful for classifying your volunteer list however you would like to! A ...Should I segment profile lists before mass importing them into my database?
It is important to understand that for each import, you can perform Bulk Actions on profiles listed in the spreadsheet. If you want to assign user profiles various profile tags, opportunities, sequences or shifts during the import process, you must ...How do I mass assign shifts from the Schedule?
1. Go to the Schedule page 2. On the top right, click on Actions 3. Select Mass assign shifts By assigning a volunteer to a shift that is associated with an opportunity they are not yet assigned to, it will automatically assign the volunteer to the ...