Can I pull my Random Pool donor names early?
No, random pool donor names are drawn automatically monthly or Quarterly (whichever option you have selected) by Veriport. There is no option available to draw the random donor names early. Once the names have been drawn an email will be sent informing you that your new random selections are available.
How to Replace a Random Pool Donor
**Once you replace a donor, you are not able to put the previous name back. First, select “Pools” from the menu at the top of your screen, then view pools from the drop-down menu. Now select “View” beside the pool you want to change the donor of the ...
Can I Delete a Pool?
No, once a pool has been created you are not able to delete it. However you can Archive the pool with the following steps: First select “Pools” then “View Pools” from the drop-down menu at the top of your screen. Now select “View” beside the pool you ...
How to Add an Employee to a Pool
The following are steps on adding a current employee to the pool once the employer has already been added to the pool. Step 1: Click “Client” and “View Clients” from the drop down menu at the top of your screen. Step 2: Click “View” beside the ...
How to set a Donor as active or inactive
Click the “Client” drop-down menu on the top menu bar. In that drop-down select the “View Clients” option. Beside the client’s name that the donor is associated with, click the “View” button. In the Donor section click the “Show All” button. This ...
Creating A New Pool
The Pool/Consortia Management feature is only included in the Established and Enterprise level accounts or as an add-on for the Starter and Growing accounts. This option is not available for the Lite accounts. *Once you have started creating a pool ...