You may want to use one or all of these Knowledge Base articles below to help you learn how to document and manage your contact record forms, and to help you develop processes to train your users to follow. Please sign into iCarol before selecting ...
Create Follow Up Activity on Contact Record/Call Report You have the option to create one or many follow up activities on a call report (If this feature has been turned on for your agency). Steps to add a follow-up activity to a new call report: ...
With Automated Follow-ups, you can create reusable templates of configured follow-up activities that volunteer-staff users can add to Contact Records in just a few clicks. Templates make creating follow-up activities faster and easier for your ...
In today's training you will learn: What is the Follow-up Activity feature How to enable and customize Scheduling Follow-ups (Manual / Automated) Completing Follow-ups New enhancement to Follow-ups (Complete Related forms from the follow up activity)
The Public Web Form feature allows you to offer an additional method of contact to your organization. Website visitors complete a Public Web Form that when submitted pushes information directly into your iCarol system. This feature seamlessly ...