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Personal Message

Add or remove a personal for Volunteers, Members, Clients or Donors

Updated over 2 months ago

Add/Edit Personal Message

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.

  2. Click on the person’s name from the list that appears.

  3. Click on the “Communications” tab

  4. Click on the “Personal Message” sub-tab

  5. Enter the desired text, or edit the current message. The text will display on the person’s home page in the “Personal Message” section.

  6. Click the [Save] button

Delete Personal Message

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.

  2. Click on the person’s name from the list that appears.

  3. Click on the “Communications” tab

  4. Click on the “Personal Message” sub-tab

  5. Click the [Delete] button

  6. Click the [Delete] button to confirm

Bulk Update Personal Message

  1. Go to: Communicate, then click on “Bulk Update Personal Message”.

  2. Search for the desired profiles to update

  3. Once the search is complete scroll to the Bulk Update Personal Message section

  4. Action: Select the desired action from the drop-down list

    • Set Personal Message

      • Compose the personal message

      • Click the [Update] button

      • Check the box to confirm the changes

      • Click the [Set Personal Message] button

    • Remove Personal Message

      • Click the [Update] button

      • Check the box to confirm the changes

      • Click the [Remove Personal Message] button

Note: Once you have cleared the message contents, you cannot retrieve it. A User is also able to delete this message from their profile once they have read it.

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