Note: When creating a client profile, the username you specify must be unique not only within your organization, but across all organizations using Better Impact. This is because client profiles can belong to multiple organizations.
- Go to: People, then click on “Add a Client” found in the sidebar under Clients
- Fill in the fields in the “Contact Information” section. Mandatory fields are indicated with a flag. Usernames (not case sensitive) must be at least 6 characters long and unique across all Better Impact accounts. Passwords (case sensitive) must be at least 12 characters in length and contain:
- at least one uppercase character
- at least one lowercase character
- at least one number
Tip: Optional: Check the box at the top if you are creating a profile for someone that won’t be logging on. In this case, the username and email will be automatically generated by the software.
- Optional: Compose a Personal Message to the client. This will be displayed to the client on their MyImpactPage.com home page.
- Select a Client Status from the dropdown menu
- Enter the client’s Date Joined (the default is the date you are creating the profile)
- Click the [Save] button
- Optional: If you have created Custom Fields go to the “Custom Fields” tab and update the information
- Optional: Update information in the “Connections” tab of the Client Profile:
- Notes for Volunteer: Enter any “Notes” and click [Save]. These notes will be visible to any volunteer who is associated with this client
- Associated Volunteers: This tab enables you to associate a volunteer with this client, or to remove an association. Any activities that are associated with this client and a summary of total hours logged for the activities are also displayed
- Hours and Feedback: This tab contains detailed listing of hours and feedback logged for activities associated with this client