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Email Mentoring

This document provides an overview of the Email Mentoring system, introduced by the Technology Support Team in September 2012. It outlines how clients can request mentorship, how mentors can access and manage their requests via SugarCRM, and essential login information. Key features include the new POP3/IMAP email setup, notifications management, and mentor profile customization options. The planned "GO LIVE" date for the new system is September 26, 2012, with a transition period on September 25, 2012. For support and inquiries, contact help@score.org.

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Email Mentoring

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  1. Email Mentoring Presented by the Technology Support Team September 2012 For Audio Dial: 1-866-740-1260 Enter Access Code: 4193415

  2. 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

  3. How Client Requests Mentoring • Visits score.org or a local chapter website • Requests face-to-face or email mentoring

  4. How Client Requests Mentoring

  5. How Client Requests Mentoring

  6. 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. 1 2

  7. View Email Mentoring Inbox

  8. View Email Mentoring Inbox

  9. View Request Notification

  10. Reply to Mentoring Request

  11. View My Mentoring Requests

  12. Reassignment Process

  13. View My Clients

  14. View All Client Sessions

  15. Add / Edit My Clients

  16. 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

  17. 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

  18. Editing Your Availability • Mark Availability for Each Day of The Week • Set Max. Limit for Requests Received per Day, Week, & Month

  19. Adding A Profile Picture A profile picture will set your mentor profile out from the rest.

  20. 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 WebITto 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.

  21. 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 help@score.org

  22. 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

  23. Questions? • Training Materials are available in the Knowledgebase • at support.score.org • If you have any questions send an email to help@score.org

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