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

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