Client Impact Training
Configuration
Overview Playlist
Navigating the Software
How to Understand the Client Experience
Admin Profile Settings Playlist
Add an Administrator
Administrator Settings
Making your Account Feel like your Organization Playlist
Updating your Organization’s Contact Information
Uploading your Web Banner
Setting the Color
Setting Default Text Box Options
Introduction to Creating Content
Permissions and Display Options
Creating Client Reporting Fields
Creating your Application Playlist
Adding Content to your Application
Determining How you Want the Application to Work
Setting up your Communications Playlist
Adding Documents to Document Library
How to Recruit Using Client Impact
Setting Up the Security of your Software
Setting up Two Factor Authentication
Application Process
Introduction to Client Application
How does a Client Access their Profile?
Archiving vs. Removing a Client
Reporting on Client Engagement
Introduction to Searching and Reporting
Reporting on your Client – Volunteer Interactions Playlist
Two Ways to Gather Data on Clients
Running a Client Encounter Report
Running a Feedback Field Report
Connecting Volunteers with Clients
Allowing for Client Connections
Associating a Client to an Activity