Tip of the Week October 12, 2015

Mark batches of Awards as presented at same time using Tickler feature

If your organization uses Awards as a way to recognize your volunteers, you may have certain dates when you present the awards to your volunteers, such as a recognition banquet, or the end of your fiscal year.

In this case, you can quickly enter the same date for an entire group of volunteers who are eligible by using the Tickler feature in your account. Here is how to do this:

  1. Select Tickler from the menu.

  2. Check the Award(s) you want to mark as presented.

  3. Click the Go button.

  4. Check the checkbox in the Item column for the Awards you want to record the date for.

  5. In the box at the bottom of the column, enter the date you want the Awards to show as being presented, and click the Save button.

The date you entered will automatically be recorded on the History tab of the volunteer records.

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