Follow

Navigation

Navigation

For those who are already familiar with eCoordinator, the Clients tab offers all of the same functionality that you are used to.

 

Starting with the main grid view, notice that all of the function buttons that appear on the other tabs (Organization, Opportunity and Volunteer) also appear here, including reports, scheduling, log book access, emailing, and so forth. In addition, you can save grids and searches on the Clients tab, just as with the other three.

As the functionality of many of the features offered by eCoordinator do not change from tab to tab, please refer to other sections of this manual for help on the following:

Email
Folders
Grid Settings
Search System
Sharing

 

Although the basis of functionality of these features is identical to what you are used to on the other main tabs, this section will go into some greater detail on the following:

New/Edit/Delete
Reports
Referring and Placing
Calendar/Schedule
Log Book

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk