Folders Demonstration

Folders: Each folder in the “Folder Manager” on the left-hand side contains the data that will be displayed in the visible grid. To select a folder and view its data, click on its name or on the folder icon. The label of the folder that you are currently viewing will appear in red, and folder icon will change to an image of an open folder. To move data in and out of folders, follow these instructions:

1.	Select the record(s) that you wish to move. A red, left-facing arrow will appear next to the folder icon, indicating that you may move the profile out of that folder. Green, right-facing arrows will appear next to folders into which you may move that record.

2.	To move the record(s), simply click on the arrow corresponding to the folder into which you wish to move the record(s). Make sure to click on the arrows, and not the folder icon, as that action will only open that folder, not move the record.

•	The “All Data” folder is a view that will display all available data existing in all folders.

•	Using the “Folder Manager” button, you can create, edit, or delete specific folders.

•	You can create a new folder for specific organizations, opportunities, volunteers, or clients. Once you have created a new folder, you can copy client, volunteer, opportunity or organization data into that folder.

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Finally, the very last of the folders is the “Recycle Bin.” Records that you move into it are stored as with any other folder. However, to move records out of the Recycle Bin (restore them) you must open it, select the record(s) and click the “Restore” button. If you click “Delete” from the Recycle Bin the, record will be permanently removed from your eCoordinator system.

Receiving from eRecruiter: New volunteer registrants from eRecruiter (and organization or opportunity profiles from Organization eRecruiter) will automatically appear in your Inbox.

The number within the parentheses (xxx) does NOT indicate how many profiles are in that folder--that number represents how many NEW profiles are in that folder.

Publishing Opportunities: If you want to publish a service opportunity to eRecruiter, go to the opportunities tab, select the opportunity(ies), and move them into the “*Published Opps” folder. You will see a megaphone icon next to it as a reminder that you are broadcasting the opportunities in that folder.

Note: "*Published Opps" is the name of the broadcasting folder used in the screen shots. The folder name in your system may be different--the key indicator is the megaphone icon.

To remove an opportunity from the website, click the *Published Opps folder in Folder Manager. Select the opportunity(ies) you wish to remove and click the red, left-facing arrow.