Getting started with your database
Setting up your database: the decisions to make first
Overview A database is easy to fill and slow to clean. Two settings decide what ends up in yours, and both are cheap to get right now and expensive to unpick a year from now. This page gathers the articles that settle those decisions. They live in ...
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. You 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 ...
What are profile tags, how do I create them, and why should I use them?
Starting on the Pro plan and above, you can create and assign Profile Tags as a way to customize your database. You cannot import profile tags. You can only assign them during the import process, or once profiles are in your database. A profile tag ...
What is the difference between "Active profiles" and "Archived profiles" in the database?
Your database has two default views. Active profiles is who you work with now. Archived profiles is who you no longer work with, with their history kept intact. You switch between them from the view dropdown at the top of the database table, under ...
How should I onboard my existing volunteers?
You have a few methods to successfully onboard your existing volunteer base. This is the flow we recommend for most organizations: 1. Upload your volunteer list into your Database (For detailed steps, read How should I format my fields to ...
What are the Advanced Filters in the database?
We provide two (2) advanced filters on your database. 1. We allow you to filter by Activity. This allows you to view the # of shifts and hours completed by volunteers during a given date range. For example, if you want to see how many shifts people ...