Mentoring Presented by the Technology Support Team September 2012 For Audio Dial: Enter Access Code:

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 mentoring

How Client Requests Mentoring

Mentoring Requests An notification is sent to the selected mentor when a client submits an mentoring request. mentors will login through score.org to access the SugarCRM and view their mentoring requests. 1 2

View 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 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.

Mentoring - How It Works Now uses a real POP3/IMAP server scorevolunteer.org accounts used for Mentoring Notifications can be forwarded to your personal account No longer use WebIT to enter 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 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 but can be forwarded to a personal account To sign up for a scorevolunteer.org account now? Send an to

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 mentoring requests will stop being sent to WebIT and held in a queue A few hours before launch date the 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 to Questions?