- Accepting Data from Client Activity Webforms - Existing Clients
- Accepting Data from Client Intake Webforms - New Clients
- Accepting Data from Open Surveys
- Add a Toolkit to Your Website for Downloading Ebooks, Guides and Other Documents
- Adding a User Account
- Archiving (removing) a User Account
- Contact Resource Partner from Profile Page
- Cool New Stuff
- Create a Downloadable .pdf File with a Registration Link on Your Website
- Creating Lists for Email Marketing
SourceLink® Basic / Pro / Enterprise
Surveys
EDMIS / SBA
Web Forms
- Accepting Data from Client Activity Webforms - Existing Clients
- Accepting Data from Client Intake Webforms - New Clients
- Add a Toolkit to Your Website for Downloading Ebooks, Guides and Other Documents
- Create a Downloadable .pdf File with a Registration Link on Your Website
- Creating Web Forms
- Expedite Entering and Updating Client Data
- Increase and Manage Requests for Assistance: Add a Personal Action Plan to your Website
- SourceLink Affiliate Quarterly Conversation - Sept. 25, 2019
Urban League
- Accepting Data from Client Activity Webforms - Existing Clients
- Accepting Data from Client Intake Webforms - New Clients
- Accepting Data from Open Surveys
- BA420 - Center Impact Report
- Create Your Favorite Reports List
- Creating an Event
- Creating Lists for Email Marketing
- Creating Surveys - Open
- Creating Web Forms
- Expedite Entering and Updating Client Data
The Resource Navigator®
- Adding a New Resource Partner (From Website Intake Form)
- Contact Resource Partner from Profile Page
- Cool New Stuff
- Deleting a Resource Partner
- Editing a Resource Partner (In SourceLink)
- Hotline Protocol
- Resource Navigator Services & Filters
- Reviewing Resource Partner Profile Updates
- Special Note About Dates in SourceLink® Reports
- Suggest an Edit from Profile Page
SiteConnex® Website
- Add a Toolkit to Your Website for Downloading Ebooks, Guides and Other Documents
- Changing your (or a different user) password
- Cool New Stuff
- Create and Delete Users on SiteConnex®
- How ESOs can update their own profile and events
- Increase and Manage Requests for Assistance: Add a Personal Action Plan to your Website
- Submitting Events to the Community Calendar
Blog
Calendar
- How can administrators create recurring events?
- How can an administrator see what email address receives event notifications?
- How can the default mile limit for events be modified?
- How can the default view of the calendar (week, month, agenda) be modified?
- How does one change events already on the calendar?
- How does one upload a batch of events?
- How does one view events which have already occurred?
- How does the approval process for Resource Partners work?
- How many days out does the calendar display future classes?
- If an event has a specific registration link, where does that get entered?
Content
- Add a Toolkit to Your Website for Downloading Ebooks, Guides and Other Documents
- Adding a Page to the SiteConnex® Website
- Changing your (or a different user) password
- Create and Delete Users on SiteConnex®
- Editing a Page on the Website
- How can I change the URL of an event, page, or other content item on Sitefinity?
- Managing Your Slideshow
- Moving a Page
- Using Forms
- Utilizing your Search Engine Optimization (SEO) Tools