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 volunteer can have one or multiple tags associated to their profile
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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 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 ...What is the difference between "Profile Tags" and "Custom Fields" in the database?
The Pro plan only offers Profile Tags as a way to customize your database. You cannot import profile tags but can only assign them during the import process or once profiles are in your database. A profile tag can be anything you need it to be. It is ...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 ...