Email Mentoring

Presented by the Technology Support Team

September 2012

For AudioDial: 1-866-740-1260

Enter Access Code: 4193415

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

How Client Requests Mentoring

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

How Client Requests Mentoring

How Client Requests Mentoring

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.

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View Email Mentoring Inbox

View Email Mentoring Inbox

View Request Notification

Reply to Mentoring Request

View My Mentoring Requests

Reassignment Process

View My Clients

View All Client Sessions

Add / Edit My Clients

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

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

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

Week, & Month

Adding A Profile Picture

A profile picture will set your

mentor profile out from the rest.

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 WebIT to 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)• If a mentoring request is not responded to within 48 hours,

the chapter admin will be notified and the mentor will have to login to reactivate themselves.

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

Mark Your Calendars• Planned “GO LIVE” date was originally scheduled

for 9/26/2012• We are going to delay a few weeks and will

communicate the new date.• One day previous to launch date email mentoring

requests will stop being sent to WebIT and held in a queue

• A few hours before launch date the email mentoring request queue will be released to the new SugarCRM solution

Training Materials are available in the

Knowledgebase

at support.score.org

If you have any questions send an email to

help@score.org

Questions?