CERVIS v9.0.0 - February 27, 2021
INTRODUCING support for custom organization domains in CERVIS. You can now use your organization web domain to access CERVIS. Custom domains allow you to maintain your branding and keep your volunteers on a website they already trust. CLICK HERE to learn more.
INTRODUCING new sign-in questionnaire functionality. You can now require volunteers to answer custom questions when signing in for an event or service project. Whether you need to pre-screen volunteers for COVID-19 purposes or just want to collect some other piece of information when volunteers arrive on-site, CERVIS has you covered.
ADDED the ability to implement application restrictions for Service Projects. This great functionality that you have always enjoyed for your normal and time slot events, is now available for your Service Projects as well.
ADDED the capability to search for and report on groups, based on the date of the group's creation in the system.
ADDED functionality into the system to prompt volunteers for acceptance of your posted Terms & Conditions during the event sign-in process, if they have not already done so.
REORGANIZED the options in the system configuration for more efficient use by adding sections for sign-in console management and group options management.
UPDATED the group export spreadsheet to include the "Group Status" and "Group Creation Date" fields.
INCREASED the character limit when specifying the name of a custom volunteer profile field from 95 to 280 characters.
IMPLEMENTED numerous minor enhancements to improve the performance and reliability of the system.
FIXED an error that could result in the entire error message not being displayed on-screen for iOS devices when an error is encountered while using mobile sign-in.
FIXED an error where the entire contents of the field name would not fit within the designated box on the "Reorder Profile Fields" and the "Configure Custom Spreadsheet / Export Fields" screens, if the field name wrapped onto a second line.
FIXED an error where the system was not properly enforcing the 25 email address limit for the "Additional Recipients" field, when sending an email under certain conditions.
FIXED an error where the organization name listed as the primary interest category name in the interest category selection box would not properly update in the system configuration.
[CERVIS API] Added functionality to the CERVIS API to allow searching for volunteer profiles by custom field values.
[CERVIS API] Added functionality to the CERVIS API to allow searching for volunteer profiles by volunteer start date.
[CERVIS API] Added functionality to the CERVIS API to allow searching for volunteer profiles using saved search queries created in the system.
[CERVIS API] Added functionality to the CERVIS API to allow searching for volunteer profiles by combining 2 different search criteria.
[CERVIS API] Added functionality to the CERVIS API to allow pulling a single volunteer attribute category (groups, equipment, skills, availability, interests) if desired, instead of all the attributes together.
[CERVIS API] Removed the restriction from the CERVIS API that prevented the inclusion of sensitive data fields when using the 'all' lookup_method.
[CERVIS API] Enabled enhanced data compression for results returned by the CERVIS API to significantly decrease the time it takes to download API results when using a client that supports compression.
[CERVIS API] Fixed error in CERVIS API where some API calls were not being properly validated to ensure all the required parameters were being submitted for the specific API lookup_method.
[CERVIS API] Fixed error in the CERVIS API where volunteer search results would not include the 'total_events_registered' object.
[CERVIS API] Fixed error in the CERVIS API where searching based on any of the date lookup methods would not return results matching the exact date specified in the search.
CERVIS v8.14.1 - January 23, 2021
FIXED an error where the universal search box could return an error when selecting a search result with a group name or reservation description that includes the '#' character.
FIXED an error where the automatic redirect for mobile devices was returning an error if the organization set up an iframe integrated page directly to the group request page.
FIXED an error where the system would cap the maximum file size of a photo used for a reservation code image to 2Mb instead of the intended 4Mb.
CERVIS v8.14.0 - December 26, 2020
ADDED additional confirmation prompts when deleting or anonymizing volunteer profiles to better prevent accidental removal of volunteer information.
ADDED the "Age" column to the built-in full volunteer spreadsheet / export in the volunteer management dashboard.
ADDED the ability for "Standard" edition customers to generate a "Basic Contact Info Spreadsheet" from the volunteer management dashboard.
SIMPLIFIED the workflow used when requesting device location access during the mobile sign-in process to better prevent users from accidentally selecting to block / deny location access.
UPDATED the error message returned during the mobile sign-in process when a user has previously selected to block location access, with a more clear description of the problem and instructions on how to reset location access.
INCREASED the maximum number of characters allowed in the name of an email attachment from 50 up to 60.
FIXED an error where the "Console Navigation" dropdown menu would remain visible on-screen after opening the sign-in console in "Sign-in Mode" for unattended volunteer sign-in.
FIXED an error where volunteers could remove service project hours from their profile online, under certain conditions, for projects configured to only allow on-site logging.
FIXED an error where some special characters were displayed incorrectly in the charts displayed on the main dashboard.
FIXED an error where the system would not include unsubscribed volunteers in messages sent to volunteers registered for a specific event if the email was sent directly through the event management dashboard instead of through the event registration screen.
FIXED an error where the "Show All Active Volunteer Profiles" option was not enabled on the volunteer management dashboard for "Basic" and "Standard" edition customers.
FIXED an error where "Standard" edition customers may not be able to use the address label or name tag functionality on the volunteer management dashboard under certain conditions.
FIXED an error where the volunteer's profile photo could be displayed on top of the "Send Email" icon, under certain conditions, in the Service Project Application Management dashboard and prevent the ability to click on the icon.
CERVIS v8.13.0 - November 28, 2020
ADDED on-demand nametag printing support for computers running the newer "Dymo Connect" software instead of just those running the older "Dymo Label" software.
ADDED minor page transition effect when navigating between pages to create a smoother navigation experience.
ADDED the ability to include a custom rich text message to the top of the Registration Code Invitation E-mail.
ADDED a new option for exporting calendar events for Outlook Calendar in addition to the currently existing options for Google Calendar and iCal.
ADDED a feature to hide direct links to events for those that are not available for direct linking. This will help prevent organizations from sending out the incorrect link when communicating to volunteers about a specific event.
ADDED functionality to generate a log entry in the system log when a volunteer uses the "Contact Us" page to submit a request for technical assistance.
UPDATED the wording for the mobile sign-in link in confirmation and reminder emails to make it more clear that the same link can be used for both signing in and signing out of the event.
REPLACED the browser generic pop-up message with a custom inline application message when copying custom links from the system to the clipboard.
RENAMED the "Send Invitation Only E-mail invitation" option in the event management dashboard to "Send Registration Code Invitation E-mail" to better describe the functionality of the option and for better consistency throughout the system.
FIXED an error where events with registration restrictions may not be correctly displayed when viewed by an admin under an assumed ID of a volunteer.
FIXED an error where pop-up boxes on the system configuration page would sometimes appear at the top of the page instead of inline where the pop-up box was opened from. This created the appearance of a 'blank' screen in some scenarios.
FIXED an error in the "Event/Project Participation Report" that would cause the report to return blank under certain conditions when run in the "Reservation Code" detail level.
FIXED an error with the background check system failing to create a new background check if a custom background check name included an apostrophe when it was created in the BGO console.
FIXED an error where the background color of the charts on the Main Dashboard would not change to match the color of the page background under certain conditions.
FIXED an error where custom event fields (when enabled for an organization) were not being displayed in the list of selection options for the custom participation report.
CERVIS v8.12.0 - October 31, 2020
IMPLEMENTED a newly redesigned look for the CERVIS standalone console that looks great and loads faster than ever. Out of the box, the new design comes with a refreshed, and more modern appearance, and also includes multiple options to customize the look and feel to match your branding or other display preferences. Stay tuned over the next couple of weeks for additional information regarding an upcoming webinar and updated knowledge base content covering this great new functionality!
ADDED a new checklist status report to easily view, or export, checklist completion information across your volunteer database.
ADDED the default organization logo to the list of images automatically available for selection when inserting an image into custom HTML/rich text content sections throughout the system.
UPDATED the E-mail attachment functionality to allow for E-mail attachments of up to 2MB in size (up from 1MB).
UPDATED System, Event, Group, and Volunteer file storage functionality to allow uploading of files up to 4MB in size (up from 3MB).
FIXED an error where the system would show a multi-day normal event as "Registration Closed" after the start time of the event, when this behavior should be limited to single-day normal events only.
FIXED an error where attributes (groups, skills, interests, etc.) that start with a dash (-) or equal sign (=) would not display correctly on spreadsheet printouts under certain conditions.
FIXED a display error that could cause reservation code images to be cropped at the bottom in some browsers.
CERVIS v8.11.0 - September 26, 2020
ADDED ability to specify time zone information when managing events to better serve organizations hosting physical events across different time zones and/or organizations hosting virtual online events participated in by volunteers across multiple time zones.
ADDED support for emojis in volunteer replies to SMS messages.
ADDED system configuration option to allow an organization to prevent users with "Event Leader" access from creating new volunteer profiles.
ADDED functionality to allow an organization to prevent the individuals identified as event organizers for an event (non-admin) from overriding registration restrictions for the event.
ADDED the ability to bulk update the "Volunteer Account Status" field of volunteer profiles.
UPDATED the system log message that is generated when a user submits a project request to more accurately describe the action being logged.
UPDATED the message displayed to volunteers when a reservation code is being applied, so it is easier for volunteers to understand.
FIXED an issue with E-mail-to-SMS replies not correctly converting and displaying the message if the E-mail reply included base64 encoding or an embedded image in the signature block.
FIXED an error that, under certain conditions, could allow a volunteer to sign-in for an event using mobile sign-in, after the event is already over.
CERVIS v8.10.0 - August 29, 2020
ADDED search functionality and paginated view to the Follow-up Management Dashboard to make it easier for organizations with a large number of open follow-up actions to manage follow-up activities.
ADDED the ability to include 'Lifetime Event Count' and/or 'Lifetime Hours Count' in the list of fields synced with eTapestry or Salesforce, for CRM integrated accounts.
ENHANCED the behavior of the "Show More" option on the volunteer detail page to automatically show all details in a volunteer's profile after the 3rd time using the "Show More" option during a session to improve workflow for organizations needing to frequently view that information.
AMENDED the information displayed in the "Project Description" of externally submitted project requests to include the date and time that the project request was submitted.
UPDATED the terminology used on search pages throughout the system to make the search functionality easier to understand and use.
FIXED an error experienced by some users with the Grammarly plugin installed in their browser which resulted in pages not being fully visible on-screen after loading.
FIXED an error with the "Need Help" button covering up part of the date selection field on the Advanced Event Search page.
FIXED an error where iOS devices were not able to open files sent as email attachments under certain conditions.
FIXED an error in the system configuration that would allow an administrator of a "Basic Edition" account to set certain fields as "Required" on a volunteer profile even though those fields are not available with the "Basic Edition" of the software.
FIXED an error that would cause normal volunteer-level users to be required to change their password because of an expired password time interval when logging in to the system via the admin login page.
FIXED an error where the "SMS / Text Message History" section would be displayed in a volunteer's profile detail page regardless of whether or not SMS functionality was enabled for the account.
FIXED an error where a volunteer would not be able to view a hidden service project for registration if they clicked on the private registration code link after they were already signed into the system.
CERVIS v8.9.0 - July 18, 2020
ADDED the ability to filter the "View Registered Volunteers" option on the Event Management Dashboard to pull information only for a specific date for all the selected events.
ADDED the ability to filter the "Send E-mail to Registered Volunteers" option on the Event Management Dashboard to pull information only for a specific date for all the selected events.
ADDED new option to enable users to load the default / blank email template to the compose email page and the template management page, directly from the 'load template' options dialog without having to go out and then come back to the page.
EXPANDED the functionality of the integrated background check system to allow for volunteers to be able to pay for their own background checks, instead of requiring the organization to pay for the background checks. To switch over to the volunteer self-pay option, please contact your Backgrounds Online account representative.
FIXED an error with the system not allowing profile updates under certain conditions when volunteer release/waiver tracking has been disabled.
FIXED an error where the full text content of the notification message instructing volunteers to "allow" location access for mobile sign-in would not be displayed on-screen for some mobile browsers.
FIXED an error with the system not displaying the number of people already on the waitlist to volunteers registering for a waitlisted event under certain conditions.
CERVIS v8.8.0 - June 20, 2020
ADDED functionality in the system that will require a Parent/Guardian signature as acceptance of Terms & Conditions for volunteers less than 18 years of age when the Parent/Guardian signature field is enabled.
EXPANDED the name lookup field in the sign-in console to include more names in the search results than before.
INCREASED the speed of the name lookup fields throughout the system.
FIXED an error where the system would not accept certain key values for the API Key field when enabling eTapestry integration.
FIXED an error where the system would not correctly prompt the volunteer to accept the posted Terms & Conditions when creating a profile by using the QuickReg direct application link, under certain scenarios.
CERVIS v8.7.0 - May 23, 2020
ADDED functionality to optionally enable a cookie consent notice to make volunteers aware of how browser cookies are used by the system.
ADDED the ability for administrators to delete sent E-mail or SMS messages from the system log.
ADDED the capability to hide the "Liability Waiver" functionality in the system for organizations that only use online terms & conditions or that don't use waivers at all.
UPDATED the E-mail system to send E-mail attachments as download links within the body of the message instead of standard email attachments. Update increases email delivery speed and adds the ability to track when attachments are opened.
EXPANDED E-mail Analytics data for sent messages to include information on when volunteers open attachments sent via E-mail.
ENHANCED the performance of SMS reply functionality via E-mail to deliver messages to recipients faster.
FIXED an error where the volunteer supplied answers to custom event questions and were not being displayed for pending registration requests in custom events.
FIXED an error with placeholder text not all fitting into the text box when creating or updating custom event questions.
FIXED an error with the tooltip text displaying the incorrect message when mousing over the "delete" icon next to the "Assign Associated Group" field on the add reservation code page.
CERVIS v8.6.0 - Apr 18, 2020
ADDED new "quick action" options for viewing event registration information and managing events when clicking on calendar items on the calendar view of the event management dashboard.
ADDED the ability to anonymize and delete volunteer profiles in bulk.
ADDED functionality to store and retrieve multiple email message drafts instead of only the most recent single draft.
ADDED new dedicated page for managing email message templates and drafts in addition to the email sending screen.
ADDED the ability to ask "Selection Box" type questions as event registration questions for custom events.
ADDED the ability in the advanced volunteer search, to search for profiles based on the account status (Locked/Unlocked/Disabled).
ADDED the new option of "Yes - Ignore Location" to allow mobile sign-in for an event without any regard to, or tracking of, the volunteer's location.
ADDED a verification pop-up confirmation message when deleting saved email templates from the system.
IMPROVED the navigation and search experience while using the system log functionality.
EXPANDED the system log to store 12 months worth of log entries instead of 6.
ENHANCED the Microsoft external login functionality to allow sign-in with Microsoft hosted work and school accounts instead of only Microsoft personal accounts.
FIXED an error with on-demand name tags not printing for Service Projects when configured for mobile sign-in.
FIXED an error where the organization logo was not being displayed on reminder and thank you email messages under some circumstances.
FIXED an error where group entries on event sign-in sheets did not include alternating row shading to better differentiate between rows.
CERVIS v8.5.0 - Mar 28, 2020
ADDED the ability to send out automatic reminder emails to event organizers of their upcoming events and allow them to easily view or print sign-in sheets for their events.
ADDED functionality into the system to include custom questions on the group activity request form.
ADDED the ability to view the terms & conditions agreement signed by volunteers and view the history of the last 10 times a volunteer accepted the posted terms.
ADDED a new "remove" icon to the group management page for a more intuitive method of clearing the alternate group leader when adding or updating a group.
UPDATED the functionality of the integrated background check system to allow administrators to submit an additional background check request for a volunteer after their first request has been either finalized or canceled.
UPDATED the maximum character limit for custom event field questions from 75 up to 225 characters.
UPDATED the background polling functionality of the on-demand name tag printer system to speed up name tag printing and reduce network traffic.
FIXED an error with the bulk update functionality for checklist items in a volunteer's profile not working correctly when selecting the option of "Not Assigned".
FIXED an inconsistency in the bulk "Mark No-Show Volunteers" page where volunteers registered for time slot events would not appear in the list until the day following the slot, instead of at the end of the slot.
FIXED an error with the tool tip notification box staying on screen on top of popup boxes in certain scenarios.
FIXED an issue where public email templates and public export templates would be removed from the system when the user who created them was deleted from the system.
FIXED an error in the checklist management screen that could incorrectly show completed checklist items as "Expired" for a volunteer under specific conditions.
FIXED an error where the "Home" icon, certain menu items, and volunteer profile photo would not correctly be displayed in the menu bar for signed in volunteers viewing the "Contact Us" page.
FIXED an error where scheduled service project activity would not be displayed in the volunteer portal for volunteers when the combined event/project view is enabled.
FIXED an error where the mobile sign-in link available in the volunteer portal would not work correctly under certain circumstances after the event had already started.
CERVIS v8.4.0 - Feb 22, 2020
ADDED functionality into the system to require volunteers to include a typed signature when accepting your posted terms and conditions, instead of just checking the acceptance checkbox.
ADDED the ability to customize the options available for selection in the built-in "Gender" profile field, instead of requiring the use of a custom profile field for this purpose.
ADDED the ability to customize the options available for selection in the built-in "Age Group" profile field, instead of requiring the use of a custom profile field for this purpose.
ADDED the ability to customize the options available for selection in the built-in "T-Shirt Size" profile field, instead of requiring the use of a custom profile field for this purpose.
ADDED the ability bulk update the built-in "Gender", "Age Group", and "T-Shirt Size" fields in volunteers profiles.
ADDED registration override functionality to allow volunteers with a valid reservation or registration code to register for events, even if they do not meet the registration restrictions or approval requirements configured for the event.
UPDATED the participation search options, in the advanced volunteer search, to allow for program administrators to search for volunteers with participation values in a specific value range, instead of just greater or less than a specified value.
FIXED an error where a volunteer with a "Disabled" profile would still be able to register for an event using QuickReg under certain conditions.
FIXED an error where events configured with a visibility restriction based on a custom field would not be displayed in the calendar view for volunteers meeting the criteria.
FIXED an error on system configuration page where parts of the info pop-up text would appear behind the text editing toolbar options.
FIXED an error in the advanced volunteer search page where the system would pre-select certain search options for users with Group Leader access under very limited circumstances.
CERVIS v8.3.0 - Jan 24, 2020
ADDED functionality into the system to combine and simplify volunteer portal options for events and service projects to create a more streamlined workflow for volunteers. You've always had the ability to combine the listings for events and service projects prior to logging into the system, but this update adds the ability to do the same for volunteers after they log in.
ADDED the ability to allow volunteers to use mobile sign-in from "Any Location" instead of just from an established distance from the check-in location. This will benefit organizations who utilize volunteers for outdoor projects without a specific location, such as parks, wildlife areas, or nature preserves. When enabled, volunteers will be able to sign-in from any location and the system will record the volunteer's exact GPS location for review.
ADDED new "Registration Request" option to the "Detail" field for the Event / Project Participation Report to provide an easy way to print, or view, all open event registration requests that haven't been processed.
FIXED an error where time slots that are set to automatically close prior to an event, were still be listed as "Open" under some circumstances when viewing them from the listing page calendar view.
FIXED an error where the system was not filling in event registration from the waitlist when an existing reservation for that event was deleted, freeing up available spots.
FIXED an error that would allow the export selection type field to be inadvertently activated on the volunteer management dashboard even when that option was hidden and not being displayed on the screen.
CERVIS v8.2.3 - Dec 29, 2019
ADDED the functionality to print a volunteer's profile information page to a PDF file.
ADDED options to "paste as plain text" and "remove formatting" for page text content areas when editing an event or updating pages in the system configuration. This option makes it easier to remove unintended formatting when copying from another source.
UPDATED the "Terms & Conditions Intro Text" field in the system configuration to allow up to 275 characters (up from 190).
FIXED an error where the system would view registrations assigned 0.00 hours for an event the same as a "no show" under certain scenarios.
FIXED an error that would cause a warning message to be displayed when sending out an email message notifying that the recipient list for that message included "failed" email addresses, when those "failed" addresses had already been corrected in the system.
FIXED an error with the system not assigning the top parent interest category (when selected) to a volunteer's profile when using the QuickReg application under certain conditions.
CERVIS v8.2.2 - Nov 30, 2019
ADDED new functionality for "Live Chat" support via the help widget on the admin dashboard to make it easier to get direct live help when needed. "Live Chat" will be available based on agent availability and is accessible by clicking the "Need Help?" button on the admin dashboard. At times when "Live Chat" is not available, users will still have the option to submit a ticket via our "Priority Email Support" option.
FIXED an error where the displayed number of volunteers registered for an event would not immediately update after manually registering a new volunteer for an event through the admin event registration page.
FIXED an error on the admin event registration page where the reservation codes applied to the event would not show up correctly with the applied date filter if the date was manually entered with a single digit day (i.e. 11/1/2019 vs 11/01/2019).
FIXED an error where time slots with the same date and time would not be sub-sorted correctly by the slot notes field when viewing the slots in the event management dashboard.
CERVIS v8.2.1 - Oct 9, 2019
ADDED a new help widget to the admin dashboard to make it easier to find knowledge base articles and to request help.
ADDED a confirmation popup to the enable/disable interest category icon on the interest management dashboard to prevent unintended modification because of accidental clicks.
ADDED a new feature to add a log entry into the system log each time the event sign-in console/kiosk is opened.
ADDED report totals to the "Event Registration Summary" report (available on the event management dashboard) to provide a better picture of overall registration activity.
FIXED an error where automatically hiding the slots in a time slot event would not display the slots available on the last day of the month if the current month had 30 days and the month with the available slots had 31 days.
FIXED an error where the "System Announcement Notification" would not disappear immediately after clicking the "dismiss" link.
CERVIS v8.2.0 - Sept 21, 2019
ADDED a new volunteer calendar selection view to the event listing page. Volunteers who prefer to select opportunities by date, instead of by activity, can now more easily find what is available on a specific day and sign up in a few clicks.
ADDED the ability to include attributes (groups, interests, skills, availability, etc) when adding or updating profiles via the CERVIS web services API.
FIXED an error with visibility restricted service projects not being displayed properly on the application page for some volunteers.
CERVIS v8.1.1 - Aug 17, 2019
UPDATED the purging behavior of the system log so that it will now store log entries for the last six months, instead of the previous behavior of storing only the last 5,000 entries.
UPDATED the back-end search behavior to greatly improve the search speed, when searching for volunteers based on past participation activity.
FIXED an error in the CERVIS web services API where a default volunteer start date would not be assigned if a start date was not specifically provided when creating a volunteer profile via the API.
FIXED an error that would occur under certain conditions when generating a custom volunteer spreadsheet that included the volunteer profile notes field, where the note field for each volunteer would also include the note field for each previous volunteer listed on the spreadsheet.
FIXED an error with the rich text editing plugin which would result in incomplete functionality on some mobile devices.
CERVIS v8.1.0 - July 16, 2019
ADDED integrated background check functionality. We are very excited to announce that CERVIS has partnered with with Backgrounds Online to use their background check processing service to handle all of your background check needs, while enabling you to manage the entire process from within your CERVIS console. Learn more here: https://youtu.be/zZuXPbdMnzs
ADDED the ability to store full resolution volunteer profile photos in the system, instead of just the reduced size display images.
ADDED the ability to send Powerpoint attachments via email.
UPDATED the file attachment storage limit. You now have 10GB of file attachment storage available to you instead of the previous 200MB. This should be more than enough storage to keep all of the relevant information about your volunteers, events, and your entire program in your CERVIS system.
FIXED an error in the system where time slots were being displayed by slot order instead of by slot date when adding a time slot to a reservation.
FIXED an error in the system that, under specific conditions, could prevent group leaders from being able to fully manage their groups when their group did not have any volunteers assigned to it.
CERVIS v8.0.0 - May 11, 2019
See the new features in our Spring Update Video: https://youtu.be/5WPeuvcQftE
Improved Program Oversight
Here at CERVIS, we are always looking for ways to help you better manage and utilize your volunteer data. In this update, we have included new ways to collect, view, and report on the data in your system.
- "At a Glance" Dashboard Charts - Have you ever wondered how many new volunteers you had last month compared to the previous month? Or how many hours have been served in one of your Interest Categories compared to another? You can now see a snapshot of your volunteer activity represented visually as soon as you log in to your account. The new interactive charts on your Main Dashboard allow you to see how many hours were served, the number of active volunteers, and the number of new volunteers for each month. They also show you how many hours were served in each of your top 25 Interest Categories during the previous year.
- E-mail Analytics Summary Report - As an added feature related to our new email analytics tracking, there is now a single report that will show you the analytics for all emails sent through your system within a particular date range. Instead of having to locate and view each email individually, you can now see how many views, clicks, unsubscribes, and failures were performed for multiple emails at once.
- Event Registration Summary Report - It is important to have the right number of volunteers for any given opportunity, so we have added a report that provides an easier way to track how many volunteers are registered for your events. You can download the Event Registration Summary for multiple events to see how many volunteers are registered, helping you determine if you are on track with your recruiting goals.
- Registration Cancellation Feedback - Do you ever need to know why your volunteer cancelled their registration, either for your own curiosity or for reporting purposes? It is now easier-than-ever to receive that information. When your volunteers cancel their registration, they are given the option to include a cancellation note that will be sent to the event organizer(s).
Enhanced Data Exporting
We understand that sharing information between CERVIS and your CRM database is very important to ensure proper data management for your organization. Although automatic integration is not always an option, we have given you the ability to export your data from CERVIS in a customizable format so that you can easily import it into your CRM software.
- Exporting Data to Other Systems - We offer direct integrations with some CRM software programs, but there are so many options out there that we cannot possibly integrate with them all. What we can do, however, is offer a way to pull your data from your CERVIS console in a manner that will make it easy to import into your CRM software.
- Custom Spreadsheets - You are now able to fully customize the information that is downloaded in the spreadsheet option on your Volunteer Management Dashboard. Create and save spreadsheet templates, and with just a few clicks, download the specific data needed, in your desired order, to be imported into your CRM software.
- Lifetime Hours - In addition to being able to download basic profile information about your volunteers (such as address, phone number, age, etc.), you can now also include their lifetime hours in your export. This allows you to import this information into your donor database, so you can track their volunteer hours as well as their donor and personal information.
Learn more about our enhanced data export feature here: https://youtu.be/gEuRwttGTLI
Service Project Activity Scheduling
Do you have individuals or groups that volunteer on a regular basis but are not part of a regular time slot event? Maybe you have a volunteer who covers your front desk every Monday from 8am-12pm, or you have a driver who delivers meals for you every other Tuesday afternoon. Previously, it may have been easy to forget when they were planning to come or just generally challenging to manage their volunteerism. We are excited to introduce a feature that will allow you to create a schedule for an individual or a group within a Service Project. The Service Project Schedule feature allows you to build out a schedule framework based on the dates/times a volunteer plans to serve. This will then allow you to visually see the volunteer's activity schedule and proceed to log those hours as they complete them. See this new feature in action by clicking here: https://youtu.be/Wyerx4RxdUg