Save Time!

Bulk Update Your Opportunity Attributes

We know your time is valuable! Our Bulk Update functionality is one of the many tools designed to maximize your time.

When needing to change the same information for multiple opportunities, you can use the bulk update function to change them all at once. For example, if the location has changed for several of your events, you can change the Meeting Location for all those events without going into each individual opportunity. With just a couple clicks, you can easily add, edit, or remove attributes for multiple opportunities all in one action.

For more information on this time-saving feature, click here!

Who Has Access to Your CERVIS Account?

Easily Identify the Access Levels of Your Users!

Running this quick and easy search will help ensure your database is accurate and secure. One of the many Advanced Volunteer Search options available to you is a search for users with specific access levels in your system. If you've had any recent staff or key volunteer turnover, make sure you update their access to your system. For more information on how to perform this search, click here.

Keeping these access level permissions current and accurate is a great way to safeguard your system!

Whether you need background checks for one volunteer or for a thousand, our partnership with Backgrounds Online allows you to use their background check processing service, while managing every step of the interaction through your CERVIS console. Backgrounds Online provides compliant background checks to help you make informed decisions, create a safe workplace, and protect your organization. CERVIS has an exclusive agreement with Backgrounds Online that provides you with special discounted pricing.

Click here to learn more and take advantage of this feature!

Additional Questions? Contact our Customer Support Team by emailing them at support@cervistech.com or by opening a Support Ticket on the CERVIS Main Dashboard.