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Managing Peer Communities, Listservs and Other Groups

May 2024

One of the most powerful benefits of Forum membership is access to our Peer Communities, listservs and other learning communities. This how-to will cover how you can sign-up, find related content and review a group roster.

Source:
United Philanthropy Forum

Using "My Dashboard" - Your Personalized Portal

April 2024

How to use "My Dashboard" as your personalized portal to update your individual and organizational profiles, review your upcoming and past registrations, access past orders with receipts/invoices, find your bookmarked content, and identify which peer communities, listservs, and groups/committees you are currently a member of.

Source:
United Philanthropy Forum

Using Email Templates and Template Builder in Salesforce

November 2023

This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.

Source:
United Philanthropy Forum

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