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History Tab

eCoordinator 6.8 introduced the long-requested History tab. This tab can be turned on in any of these profiles:

Organization
Opportunity
Volunteer
Client

Schedule Slot

 

 

The History tab includes the following features:

 

Notes:

Have you ever wanted to be able to type notes on a volunteer profile, but did not want to create a new notes fields, or replace notes that had already been entered? Or did you want to know who most recently made updates to a profile, and when? The Notes field on the new History tab will not only store notes like a diary, but also date/time stamp, and append the note with the name of the eCoordinator user. This field also keeps track of any and all changes made to the profile, likewise with date/time and signature stamps. Histories and Notes are available for Log Book entries and for Volunteer, Client, Opportunity, Organization, and Schedule Slot profiles.

Report:

The History Report allows you to view, export or print a report of all hand-typed notes, profile changes, or both! Here are all of the ways you can filter your history report:

1. Everything
2. Only notes
3. Only profile changes
4. Only placements
5.

Only referrals

Additional:

You may also approve Organizations, Opportunities and Clients from the History tab.

 

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