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Community and Member Management
Community and Member Management
Manage your contacts, customize the database, profile card, search, filter, and tag.
24 articles in this collection
Written by
Amanda
Member Management
Managing New Members
Learn how the Join Us button on your hub works and how to set preferences for your members.
Written by
Amanda
Updated over a week ago
Managing General Signup and New Members
Written by
Amanda
Updated over a week ago
Importing and Managing Contacts
Importing people from a spreadsheet
Upload your list of volunteers into your Timecounts community.
Written by
Amanda
Updated over a week ago
Adding people without an email address
How to add someone to the directory that does not have an email address.
Written by
Amanda
Updated over a week ago
Adding people manually
How to add volunteers to the directory.
Written by
Amanda
Updated over a week ago
Remove someone from an Organization
How to delete people from your directory.
Written by
Amanda
Updated over a week ago
Directory
Understanding Database fields
Written by
Amanda
Updated over a week ago
Adding and editing individual opt-in settings
Written by
Amanda
Updated over a week ago
When to use Standard fields in Forms
Understand how to use Standard Fields within Forms
Written by
Amanda
Updated over a week ago
Adding new fields to the profile card
Written by
Amanda
Updated over a week ago
Inviting Contacts
Invite volunteers to join you on Timecounts
Start to grow your community by inviting people to create and account and sign up for opportunities.
Written by
Amanda
Updated over a week ago
Profile Card
Overview of the Profile Card
Learn how to view, update, and customize the profile card.
Written by
Amanda
Updated over a week ago
Document Storage in Profile Cards
Learn how to upload and attach files to a volunteer's profile.
Written by
Amanda
Updated over a week ago
Understanding availability
How to edit and view a volunteer's availability.
Written by
Amanda
Updated over a week ago
Adding and Managing Notes
How to add internal notes to a profile card.
Written by
Amanda
Updated over a week ago
Photos in the profile card
How photos are added to a profile card.
Written by
Amanda
Updated over a week ago
Search and Filter
Saving searches
How to save a search and where to find a saved search.
Written by
Amanda
Updated over a week ago
Searching and filtering people in community
How to find and filter people in your directory.
Written by
Amanda
Updated over a week ago
Skills
Understanding Skills
Learn how to add and approve volunteer skills and attributes.
Written by
Amanda
Updated over a week ago
Tags
Creating and Working with Tags
Learn how to add tags to Community and Profile Cards.
Written by
Amanda
Updated over a week ago
Exporting
Exporting from Timecounts
Learn how to export from the directory, form responses, and schedules for printing.
Written by
Amanda
Updated over a week ago
Checklist
Learn How the Checklist Works
Track items volunteers must complete to maintain their status in your organization, with optional expiry reminders.
Written by
Amanda
Updated over a week ago
Filter Volunteers by Status
Find volunteers that need to complete a Checklist item.
Written by
Amanda
Updated over a week ago
How to Edit the Checklist Items
Update your checklist with current expiration date requirements
Written by
Amanda
Updated over a week ago