6. Manage: database, reports and access
Profile, opportunity, shift and group tags: what is the difference?
The one-line version: only profile tags control access. The other three describe a thing rather than a person, and they change how it looks, how it is found, or how it is counted. Overview Vome has four kinds of tag, and they are not variations on ...
Admin roles and account security
Plan required: two-factor authentication is available on every plan. Linking administrators to sites needs the Sites module, which is Enterprise. Single sign-on is Ultimate and has its own article. Overview Two questions, and most organizations only ...
Trackers, KPIs and goals
Overview Reports tell you what happened. Analytics turns that into a number you watch over time, with a target against it. Four things do the work, and they stack in a fixed order. Learning the order is most of the battle, because people go looking ...
Reports, custom views and Manage fields
Overview Reports answer the questions somebody else asks you: a funder, a board, a school coordinator, an insurer. Most of what you need is already built, so the work is usually filtering, choosing columns, and saving that arrangement so you never ...
Profile tags or custom fields?
Plan required: profile tags are available from Vome Pro. Custom fields need Vome Enterprise or above. On Pro, tags are your only way to customize the database. Overview Two ways to record something about a person, and they are not interchangeable. ...