Procedure
Category
Add Call Manager
Administration
Add Potential Member
Call Manager
Add Potential Vendor
Add Potential Volunteer
Add Service Requests
Add Spouse to Member’s Record
Outreach
Adding a Calendar Entry
Adding New Household Members
Adding New Single Member
Additional Data Entry for Volunteers
Answering a Call
Call Manager FAQs
Call Manager Overview
Call Manager Shift End
Check for Requests Needing Volunteers
Confirming Pending Service Requests
Contact made with Member
Councils on Aging
Enrolling New Volunteers
Entering a Shift Note
Filling Multiple Services
Find a Volunteer
Introduction to Menu GenerationWatch Part 1 VideoWatch Part 2 Video
List of Categories and Services
Member & Staff Contact Info
Member calling to Renew
Member Canceling or Changing a Service Request
Member Intake Protocol
Non-Member Contact Info
Online Form Results
Open Call Manager Gmail Account
Overview of Process
Place Follow Up Calls to Members
Prescription Pickup
Read email for Call Manager
Read the Shift Notes
Recording Vacation Information
Request for Vendor Services
Review Online Signups
Review Voice Mail Messages
Select Phone to Receive Calls
Service Completed
Set Up a Call Manager's Computer
Admin
Set up Google Voice
Transportation Questions
Volunteer Accepting a Service Request
Volunteer Intake Protocol
Weekly Report
A non-profit, all volunteer organization 508-514-7067 info@nausetneighbors.org