The System Settings section of your System Configuration is where most of the basic settings for your console are located. This includes enabling different features. See below for more details about each of the fields in this section.
- Time Zone: The time zone in which your organization is located. This setting changes what your default Time Zone is for new events, although that can be set independently, and it also determines in what time zone system log entries are recorded.
- Locale Setting: The location in which your organization operates. This determines some of the required formatting for fields such as phone number and address. If you operate within multiple locations, you can set this option to “Other” for less strict requirements.
- Date Format: The date format that your organization prefers.
- Track People in CERVIS as: Depending on your organization, you can designate what you call the people who are in your CERVIS database. For some organizations, they might designate them to be called a Volunteer, Member, or User. This function allows you to customize the database to fit your needs. Please use the singular form of the word.
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Track Attribute #1-3 in CERVIS as: Attributes are an additional form of capturing volunteer information, but are more focused on things volunteers have or are able to contribute. Examples would include: Skills, Equipment, Availability, etc.
- Use the 'S:' field to specify the singular form and the 'P:' field for the plural form of whatever you are tracking.
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Track Primary Phone in CERVIS as: Specify what the primary phone will be labeled as in your CERVIS console. Examples would include: Home, Work, Mobile, Cell, etc.
- Use the ‘L:’ field to specify the long form of the name and the ‘S:’ field for the short version.
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Track Alternate Phone in CERVIS as: Specify what the alternate phone will be labeled as in your CERVIS console. Examples would include: Home, Work, Mobile, Cell, etc.
- Use the ‘L:’ field to specify the long form of the name and the ‘S:’ field for the short version.
- Auto Assign Follow-up for new Volunteers: Select whether or not you would like to automatically tag each new volunteer for a follow-up contact. The individual being assigned the follow-up action will see the icon next to the “View / Manage Volunteer Follow-up” link glowing green the next time they log in to CERVIS, notifying them of any assigned follow-ups. For more information about the Follow-up Management menu, see the knowledge base article linked HERE.
- Assign Follow-up for new Volunteers to: If you turn on the auto follow-up for new volunteers, this is where you define to whom you would like to assign the follow-up. Note that this user must have Leadership Team or Administrator-level access to your system.
- Send Auto E-mail Notification of Follow-up Assignment: Select whether or not you would like to have the system automatically send an email to the individual being assigned the follow-up action, in addition to seeing the follow-up icon glow green when they log in to the system.
- Auto Assign Checklist items for new Volunteers created via QuickReg: Select whether or not automatically assigned checklist items should be assigned to volunteers who create their profile via QuickReg. Automatically assigned Checklist Items will always be assigned to other profiles when they are created, regardless of this setting.
- Auto Tag new Volunteer profiles created via QuickReg: Specify a Volunteer profile tag that will automatically be assigned to profiles created via QuickReg
- Auto Tag new Volunteer profiles created via Source Tracking: Specify whether or not a Volunteer profile is automatically tagged with the source tracking tag when that profile is created, when a source tracking tag is being used.
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Interest Category Contact Person Notification Method: Select the method that the Interest Category Person will be notified by when a volunteer indicates interest in a particular category.
- If you select “Assign CERVIS Follow-up”, when a volunteer indicates interest in a certain category, the individual being assigned the follow-up action will see the icon next to the “View / Manage Volunteer Follow-up” link glowing green the next time they log in to CERVIS.
- If you select “Send Email”, they will receive an automated email whenever a volunteer selects that they are interested in their category.