email mentoring presented by the technology support team september 2012 for audio dial:...
TRANSCRIPT
Email Mentoring
Presented by the Technology Support Team
September 2012
For AudioDial: 1-866-740-1260
Enter Access Code: 4193415
Your Support Team
Amanda Capozio – Webmaster
Tony Cook – Manager of Software Support
Michael Gilman – Software Support Analyst
Stephanie Holmes – Software Support Analyst
Sean Kushner – DBA/BI Support
Antonnete Namai - Software Support Analyst
How Client Requests Mentoring
• Visits score.org or a local chapter website• Requests face-to-face or email mentoring
Email Mentoring Requests• An email notification is sent to the selected mentor
when a client submits an email mentoring request.• Email mentors will login through score.org to access the
SugarCRM and view their mentoring requests.
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Editing Email Mentor Profile• Update Information
Displayed to the Client• Mark Availability for
Each Day of The Week• Set Max. Limit for
Requests Received per Day, Week, & Month
• Add A Profile Picture• Add Social Media Links
How to Access Your Profile
From SugarCRM Interface:• Place cursor over ‘Go to Volunteer Center’
and select ‘View My Profile’• Click ‘Edit My Profile’ to Edit
Editing Your Availability• Mark Availability for Each Day of The Week• Set Max. Limit for Requests Received per Day,
Week, & Month
Email Mentoring - How It Works• Now uses a real POP3/IMAP email server• scorevolunteer.org email accounts used for Email Mentoring • Notifications can be forwarded to your personal email
account• No longer use WebIT to enter Email Mentoring sessions, they
will be entered in the SugarCRM interface.• STILL USE WebIT for face-to-face mentoring• Historical data will be migrated to the SugarCRM (client data,
client sessions)• If a mentoring request is not responded to within 48 hours,
the chapter admin will be notified and the mentor will have to login to reactivate themselves.
System Login Information• Username: scorevolunteer.org email
address• Password: Will be set, but can be changed• Both will be created and sent to the chapter
admin prior to launch• Notifications sent to this email but can be
forwarded to a personal email account• To sign up for a scorevolunteer.org account
now? Send an email to [email protected]
Mark Your Calendars• Planned “GO LIVE” date was originally scheduled
for 9/26/2012• We are going to delay a few weeks and will
communicate the new date.• One day previous to launch date email mentoring
requests will stop being sent to WebIT and held in a queue
• A few hours before launch date the email mentoring request queue will be released to the new SugarCRM solution
Training Materials are available in the
Knowledgebase
at support.score.org
If you have any questions send an email to
Questions?