Tip of the Week February 24, 2014

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 a 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 volunteers you want to record the date for.

  5. In the box at the bottom of the column, enter the date you want to record and click the Save button.

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

This entry was posted in Tip of the Week, Tips and tagged , , , . Bookmark the permalink.

Leave a Reply