YPR Community - YPR Community Guide
Updated 6/12/2023
YPR Community
How-To Guides
General
How to create a new Case from the homepage:
- Click the ‘Contact Support’ button at the bottom of the page
- In the ‘Contact Name’ field, enter your name
- Enter a ‘Subject’ into the next field
- Enter a detailed description of the issue you are encountering in the ‘Description’ field
- (Optional) Attach a file
- Click the ‘Submit’ button
- Done!
How to access the YPR Community when you already have a login:
- Log into Salesforce as you normally would
- From the homepage, select the ‘App Launcher’ (the square of 9 dots directly under the YPR logo on the left hand side)
- Click ‘View All’
- Click ‘YPR Community’
- Done!
Chapters
How to add a new Chapter Event from the homepage:
- Click on the ‘Chapter Events‘ tab in the Navigation Bar
- Click the ‘New‘ button
- A pop up will appear prompting you to complete all form fields for the Chapter Event
- Once all fields have been populated, click ‘Save‘
- Once the Chapter Event has been created, you will see a Success message appear.
- Done!
How to add a new Chapter Event Photo from the homepage:
- Click on the ‘Chapter Events‘ tab in the Navigation Bar
- Click the ‘New‘ button
- A pop up will appear prompting you to complete all form fields for the Chapter Event
- Once all fields have been populated, click ‘Save‘
- Once the Chapter Event has been created, you will see a Success message appear.
- Click on the Chapter Event record you created and click on the ‘Related’ Tab
- Under ‘Notes & Attachments’ click ‘Upload Files’
- Select your attachments to include and submit.
- Done!
How to add a new Chapter Check-In from the homepage:
- Click on the ‘Chapters‘ tab on the navigation bar
- On the next page, enter the Chapter you want to create a new Chapter Call Check-In for into the ‘Search‘ bar
- Click ‘Enter‘
- Once the Chapter record has been found, click on that Chapter’s record.
- Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
- Under the ‘Chapter Call Check-Ins‘ section, click on the ‘New‘ button
- Enter all the fields for the new Chapter Call Check-In
- Click ‘Save‘
- Once the new Chapter Call Check-In has been created, you will see a Success message appear.
- Done!
How to add a new Media Interaction from the homepage:
- Click on the ‘Chapters‘ tab on the navigation bar
- On the next page, enter the Chapter you want to create a new Media Interaction for into the ‘Search‘ bar
- Click ‘Enter‘
- Once the Chapter record has been found, click on that Chapter’s record.
- Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
- Under the ‘Media Interactions‘ section, click on the ‘New‘ button
- Enter all the fields for the new Media Interaction
- Click ‘Save‘
- Once the new Media Interaction has been created, you will see a Success message appear.
- Done!
Programs
How to add a new Program Site from the homepage:
- Click on the ‘New Program Data‘ drop-down button on the homepage
- A new page will appear prompting you to complete all form fields for the Program Site
- Once all fields have been populated, click ‘Confirm‘
- Once the new Program Site has been created, you will see a Success message appear.
- Done!
How to add a new Program Episode from the homepage:
- Click on the ‘Program Participants‘ tab on the navigation bar
- On the next page, enter the Program Participant you want to create a new Program Participant Intake for into the ‘Search‘ bar
- Click ‘Enter‘
- Once the new Program Participant record has been found, click on that individual’s record.
- Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
- Under the ‘Program Episodes‘ section, click on the ‘New‘ button
- Enter all the fields for the new Program Episode
- Click ‘Save‘
- Once the new Program Episode has been created, you will see a Success message appear.
- Done!
How to add a new Program Participant from the homepage:
- Click on the ‘New Program Data‘ drop-down button on the homepage
- A new page will appear prompting you to complete all form fields for the Program Participant
- Once all fields have been populated, click ‘Confirm‘
- Once the new Program Participant has been created, you will see a Success message appear.
- Done!
How to add a new Program Participant Intake from the homepage:
- Click on the ‘Program Participants‘ tab on the navigation bar
- On the next page, enter the Program Participant you want to create a new Program Participant Intake for into the ‘Search‘ bar
- Click ‘Enter‘
- Once the new Program Participant record has been found, click on that individual’s record.
- Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
- Under the ‘Intakes‘ section, click on the ‘New‘ button
- Enter all the fields for the new Program Participant Intake
- Click ‘Save‘
- Once the new Program Participant Intake has been created, you will see a Success message appear.
- Done!
How to add a new Program Event from the homepage:
- Click on the ‘New Program Data‘ drop-down button on the homepage
- A new page will appear prompting you to complete all form fields for the Program Event
- Once all fields have been populated, click ‘Confirm‘
- Once the new Program Event has been created, you will see a Success message appear.
- Done!
Advocacy
How to add a new Advocacy Initiative from the homepage:
- Click on the ‘Advocacy‘ tab on the navigation bar or on the homepage
- Click the ‘New’ button on the next page
- Once all fields have been populated, click ‘Save‘
- Once the new Advocacy Initiative has been created, you will see a Success message appear.
- Done!
How to add a new Advocacy Affiliation from the homepage:
- Click on the ‘Advocacy‘ tab on the navigation bar
- On the next page, enter the Advocacy Initiative you want to create a new Advocacy Affiliation for into the ‘Search‘ bar
- Click ‘Enter‘
- Once the new Advocacy Initiative record has been found, click on that Advocacy record.
- Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
- Under the ‘Advocacy Affiliation‘ section, click on the ‘New‘ button
- Enter all the fields for the new Advocacy Affiliation
- Click ‘Save‘
- Once the new Advocacy Affiliation has been created, you will see a Success message appear.
- Done!
How to add a new Advocacy Affiliation Contact from the homepage:
- Click on the ‘Advocacy‘ tab on the navigation bar
- On the next page, enter the Advocacy Initiative you want to create a new Advocacy Affiliation for into the ‘Search‘ bar
- Click ‘Enter‘
- Once the new Advocacy Initiative record has been found, click on that Advocacy record.
- Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
- Under the ‘Advocacy Affiliation‘ section, click on the ‘New‘ button
- Enter all the fields for the new Advocacy Affiliation
- Always search for a pre-existing Contact before creating a new one by typing in the name of the individual into the Contact field
- IF the Name you’re searching for appears, select that individual
- IF the Name you’re searching for does NOT appear in the Contact field upon your search → Create a new Advocacy Contact and select Save
- THEN Search for the newly created Contact again
- Click ‘Save‘
- Once the new Advocacy Affiliation has been created, you will see a Success message appear.
- Done!
Outreach
How to add a new Outreach Initiative from the homepage:
- Click on the ‘Chapters‘ tab on the navigation bar or on the homepage
- Click your Chapter on the next page
- Click on the ‘Related‘ tab
- Scroll down to ‘Outreach Initiatives’ and click the ‘New’ button
- Enter all the fields for the new Outreach Initiative
- Once the new Outreach Initiative has been created, you will see a Success message appear.
- Done!
How to add a new Outreach Activity from the homepage:
- Click on the ‘Chapters‘ tab on the navigation bar or on the homepage
- Click your Chapter on the next page
- Click on the ‘Related‘ tab
- Scroll down to ‘Outreach Initiatives’
- Once the new Outreach Initiative record has been found, click on that Outreach record.
- Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
- Under the ‘Outreach Activity’ section, click on the ‘New‘ button
- Enter all the fields for the new Outreach Activity
- Click ‘Save‘
- Once the new Outreach Activity has been created, you will see a Success message appear.
- Done!
How to add a new Outreach Contact from the homepage:
- Click on the ‘Chapters‘ tab on the navigation bar or on the homepage
- Click your Chapter on the next page
- Click on the ‘Related‘ tab
- Scroll down to ‘Outreach Initiatives’
- Once the new Outreach Initiative record has been found, click on that Outreach record.
- Click on the ‘Related‘ tab (to the right of the ‘Details‘ tab)
- Under the ‘Outreach Create Outreach Contacts’ section, click on the ‘New‘ button
- Enter all the fields for the new Outreach Contact
- Always search for a pre-existing Contact before creating a new one by typing in the name of the individual into the Contact field
- IF the Name you’re searching for appears, select that individual
- IF the Name you’re searching for does NOT appear in the Contact field upon your search → Create a new Outreach Contact and select Save
- THEN Search for the newly created Contact again
- Click ‘Save‘
- Once the new Outreach Contact has been created, you will see a Success message appear.
- Done!