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Email Mentoring. Presented by the Technology Support Team. September 2012. For Audio Dial: 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 - PowerPoint PPT Presentation
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Email MentoringPresented by the
Technology Support Team
September 2012
For AudioDial: 1-866-740-1260
Enter Access Code: 4193415
Your Support TeamAmanda 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
How Client Requests Mentoring
How Client Requests 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.
12
View Email Mentoring Inbox
View Email Mentoring Inbox
View Request Notification
Reply to Mentoring Request
View My Mentoring Requests
Reassignment Process
View My Clients
View All Client Sessions
Add / Edit My Clients
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
Adding A Profile Picture
A profile picture will set your
mentor profile out from the rest.
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)• When a mentoring request is not responded to within
48 hours, the chapter admin is notified and must reactivate the mentor.
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 will be 9/26/2012• On 9/25/2012 at 8:00PM email mentoring
requests will stop being sent to WebIT• On 9/25/2012 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 [email protected]
Questions?