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Caring for our customers and employees during the COVID-19 pandemic

image of coronavirus

We have been closely watching the developments around the novel Coronavirus/COVID-19 Pandemic. In these and other difficult times, our primary focus always turns to our customers and the people and communities they serve, as well as the health and well-being of our employees.

Many of our customers are playing a direct and active role in the response to COVID-19 by providing emotional support, reassurance, and reliable information and referral, and working directly with their state/provincial and local governments to collect data and rapidly disseminate new information of service to the public. We want to do all we can to support them in their efforts, and so we have taken the following steps:

  • Offer 30 days of free Contact Record or Resource Database sharing tools in iCarol, to help our customers with their collaborations, continuity of operations, or coordinated data collection and reporting.
  • Apply an ad hoc Taxonomy update to iCarol that includes new terms related to COVID-19.
  • Provide prompt response to all customer requests related to COVID-19, such as assistance with editing Contact Forms, adding new tools, or making system settings changes.
  • Monitor system performance and volume, and add additional resources within our Microsoft Azure infrastructure to scale and increase capacity as necessary.
  • Listen and engage with key industry organizations to be sure we are prepared for and responsive to our customers’ needs as the situation continues to evolve.

We understand that many of our customers are transitioning their volunteers and staff to a remote work model to maintain continuity of operations while reducing human presence within the contact center. For many, this model is unfamiliar and one sometimes met with apprehension. Being a web-based solution, iCarol provides many tools and features that can make this transition easier. The iCarol functionality needed to carry out their work can be accessed from anywhere with an internet connection, while managers can still exercise supervision and ultimate control over volunteer/staff permissions and system access. On our blog, we will share more detailed tips and guidance on how our customers can use iCarol remotely, which will help keep their people and communities safer.

Of course, the safety of members of the iCarol family, customers and employees alike, is at the forefront of our minds. iCarol has activated our own business continuity plan, which specifically calls out provisions in the case of a pandemic. Most of the iCarol team already works remotely, and nearly all of our interaction with customers is through email, live chat, online meetings, or phone calls, which limits the risk of exposing ourselves or our customers to the spread of the virus. Our small number of team members who usually work in an office setting have been working from home and will continue to do so until it is safe to return to the office. There has also been significant cross-training between the iCarol and CityView technology/development teams which expands the amount of human resources available to quickly respond to technology or infrastructure needs.

Our parent company, Harris Computer Systems, has provided excellent leadership throughout the COVID-19 public health emergency, and feels that we must all do our part as responsible citizens to enhance the safety of our employees and the communities in which we live and work. Any in-person internal meetings are being reconsidered and either postponed or converted to virtual events, and all business travel is being evaluated and cancelled or postponed as needed. Harris Computer encourages all its employees to follow the guidelines provided by the Centers for Disease Control (CDC), World Health Organization (WHO), and The Public Health Agency of Canada (PHAC).

Our customers always display an unwavering commitment to their communities, and they are courageously upholding these values even in the midst of these unprecedented events. We are inspired by their actions, and honored to serve them however we can. Should you have any questions on how iCarol can assist or support your organization in response to COVID-19, please contact us.

The following iCarol resources may be helpful to you as you research, plan, and act during an emergency:

ata Exporting, Sharing, and Integrations Options in iCarol

Data Exporting, Sharing, and Integrations Options in iCarol
View
iCarol eBook Do More Together A Guide to Collaborations

Do More Together: A Guide to Collaborations
Download
Using iCarol During a Disaster or Emergency

Using iCarol During a Disaster or Emergency
View
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Helplines and Contact Centers Preparing for Coronavirus Response

image of coronavirus

Like many of you, we are closely watching developments related to novel Coronavirus, also known as COVID-19, while cases emerge around the world and concerns about the virus intensify.

We recognize that many of our customer organizations have a critical role to play when incidents like these arise. Because of their earned reputations as trustworthy sources of information and support, local helplines and contact centers are often relied upon to engage with their communities and provide reassurance, emotional support, reliable information, and referrals to resources.

Based on our experiences working with our customers during past natural and manmade disasters, you may consider some of the following actions for your organization:

  • Keep relevant, accurate information readily available to give out to your clients as needed. The best sources of information at this time are:
  • Review your own internal disaster/emergency incident policies and procedures to maintain continuity of operations.
  • Familiarize yourself with your local and state agencies that may provide direct services and assistance, such as local Departments of Health and Human Services, and ensure that referral database information is up-to-date for these agencies.
  • Network with your contacts at the aforementioned agencies to remind them of the services you provide and request that your organization be kept abreast of any developments or actions they plan to take, so you can assist in their efforts to inform the public.
  • Consider what data collection elements should be added to your iCarol Contact Form so that any contacts about Coronavirus can be tracked and documented in case you are asked to report on this information.
  • Enable client self-service by including information about your agency’s role, as well as links to official sources of information, on your organization’s website and social media presence.
  • Direct callers to the right extension or audio message containing Coronavirus information by setting up an option in your IVR/Phone tree within your phone system.

iCarol is here to help you with any initiatives you might become engaged in related to Coronavirus, so that you can respond to your community’s needs quickly and efficiently. Options like:

  • Sharing your database of resource information with partner
  • Sharing Contact Forms within your network
  • Providing after-hours or collaborative Call/Chat/SMS response or reporting
and many other partnership options and integrations are readily available.

As community service, iCarol can turn on Contact Record and Resource Database sharing for up to 30 days during a qualified event for no additional cost.

Potential use cases for these kinds of partnerships are:

  • Several contact centers within a state or region need to share a single Resource Database, or view one another’s databases, so they can provide seamless referrals regardless of where in the network the client contacting them is located.
  • Collaborators share Contact Forms so they can all collect consistent data related to the disaster or event, and complete consolidated reporting.
  • When one center must shutdown services at their location and transfer their calls to a partner, their partner can access their Contact Form and Resource Database, to be sure they can fully function as that closed center’s backup until the center can reopen and resume services to their community.

The following iCarol resources may be helpful to you as you research and plan partnerships during an emergency:

ata Exporting, Sharing, and Integrations Options in iCarol

Data Exporting, Sharing, and Integrations Options in iCarol
View
iCarol eBook Do More Together A Guide to Collaborations

Do More Together: A Guide to Collaborations
Download
Using iCarol During a Disaster or Emergency

Using iCarol During a Disaster or Emergency
View

We want to take this opportunity to thank our customers for all their current and future efforts in responding to Coronavirus/ COVID-19. Your dedication to the health and wellbeing of your communities is remarkable and does not go unnoticed by us. Please do not hesitate to reach out to the iCarol Team should you have questions about using your iCarol system to respond to this incident, or need help enabling partnerships and integrations, and we will be happy to assist you.

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Happy New Year from iCarol

happy new year 2020 iCarol year in review

As another year closes and a new one begins, we naturally reflect on the accomplishments, celebrations, and important moments of 2019 while anticipating all that lies ahead. Personally, I consider the past year to be one full of progress, both in the industries we serve and here at iCarol.

All year we engage with our customers at industry conferences, forums, and in other capacities so we can be intimately aware of the topics currently affecting them and others on the horizon. This helps us to respond in kind to meet these needs with new, innovative solutions from iCarol. This year was no exception – we have seen movement across all of the industries we serve that open opportunities for our customers that we are actively exploring ways to support using iCarol software.

In the world of Information and Referral, the topics of Social Determinants of Health, Closed-loop referral, and further encouragement to engage in partnerships and collaboration all show promise for many exciting opportunities for our customers. Those working to address sexual and intimate partner violence continue to advocate for education, awareness, prevention, improved response, and justice for all those who experienced a crime. We’re excited to see their advocacy result in new legislation across several states that extend statutes of limitations for crimes, signaling better recognition of the complexities and time involved for survivors to report, and improved allocation of resources towards testing material from forensic exams, improving the chances that survivors will receive justice. In December, the United States Federal Communications Commission unanimously voted to establish a three-digit number to reach the National Suicide Prevention Lifeline in the next 18 months. This is long sought after acknowledgement that mental health emergencies deserve the same attention and response as the types of emergencies reported to 9-1-1, something suicide prevention advocates have long been pressing for as a way to prevent suicide. Finally, concerns about consent for contact and data privacy continue to loom large across the world. Previous years have given us CASL in Canada and GDPR in the EU, both sweeping and comprehensive sets of regulations. Now we are beginning to see individual states and provinces taking on the task of writing their own legislation to protect consumers from having their data harvested and sold without their knowledge and consent, most notably in California’s Consumer Protection Act. We are doing all we can, and relying on our resources available through Harris Computer, to make sure that we are in full compliance with such laws, and that our customers are aware of how these laws may impact them directly.

These are just a few examples of developments impacting our customers in the year ahead. Of course we will look for any ways iCarol can support our customers through these changes, and help them carry out their life saving work. Look for more from us on our blog and webinars for updates on how we are addressing these topics.

The industries we serve aren’t the only ones experiencing progress – iCarol, too, went through positive changes in 2019. In December we moved to a new infrastructure on which the iCarol web application runs – Microsoft Azure. The migration to this new platform was the culmination of a year’s worth of planning and effort, and was not without its challenges and setbacks, but we are delighted to now be fully operational in the new environment and excited for all it means for our customers. Microsoft Azure will help us provide the most up-to-date, technologically advanced platform available. We can scale and ramp up performance as needed to meet increases in system use, whether it be due to an event, disaster, or the normal periodic demands on the system that occur for monthly exports and reporting. We are delighted not just by the way this move allows us to be more responsive to system demands, but knowing that Azure offers built-in security services that include unparalleled security intelligence. We are very excited to track data over time to show how this new infrastructure improves performance and stability, and supports the future growth in iCarol’s customer base.

I must acknowledge and express deep gratitude for the great support and patience we received from our customers during this transition and in the months prior. Our customers exercised immense trust and patience with us as we developed the plan to make this sweeping change to our infrastructure. Their user testing of the new environment, feedback, and communication with us greatly contributed to the success of this project. I cannot say enough wonderful things about our customers as essential partners with us on this journey.

There is much more to share about what was accomplished in the year behind us, and what’s on our agenda for the year ahead. Later this month we will host a “State of iCarol” webinar for our customers reviewing 2019 progress and our plans for 2020. You can also look to our blogs and email updates, and for customers, our Admin Dashboard, for more exciting information as it develops.

So, as this new year begins, I wish to thank everyone who makes it their life’s work to help others, most especially our customers, on behalf of the entire iCarol Team. Every day we see the positive impact you have on individuals and communities as a whole, and we could not be more honored to play a small part in the amazing work you do. The team at iCarol is excited to see what 2020 holds and hope for continued progress towards a safer, happier, and healthier society thanks to the work you do.

Sincerely,

Rachel Wentink
Vice President, Operations







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7 helpline interactions you’ll have on Christmas (or any major holiday)

If you want to witness one of the most challenging yet also most rewarding aspects of helpline work, look to the major holidays. Centers that operate 24/7/365 experience the challenge of staying open all the time and being there for help seekers even on major religious and civic holidays. It can be tough to staff these days, and hard for staff and volunteers to spend a special holiday away from friends and family, but ultimately knowing that you helped someone in their time of need makes the hard work and sacrifice worthwhile.

So what kinds of calls (or chats or texts!) do such services receive on these major holidays?

Hello from a familiar voice

    At any given hotline it’s fairly common to have a population of people both in and outside their communities for whom the helpline is a part of this person’s support network. These folks rely on the helpline as a support system for a number of reasons; limited social and familial relationships, daily coping with mental illness or disabilities, loneliness, or someone simply had a very successful interaction that keeps them coming back for support. Regardless of the reason, helplines should take this caller loyalty as a compliment and endorsement. And you’ll likely hear from these same people on the holidays as well, either to check-in and talk like they normally would, or often with an added “Thank you for being there.”

Surprise!

    More than a handful of times I can recall answering the phone on a major holiday and the person on the other end was baffled by the sound of another human voice. “Oh…hello? Are you a real person?” or “Oh wow, you guys are there today!” Often they were prepared to have to leave a message or were just testing the line. It was nice to hear someone pleasantly surprised that they could speak to another person on a day where so much was going on and so many other services are closed, and it usually made me feel like I was in the right place that day.

I need a meal/toy for my child/counselor/shelter/etc.

    These calls can be a challenge because for many situations, the help seeker isn’t going to be able to get help that day. As mentioned above, many services are closed and it can be tough to give a person referrals but know that their situation may remain in limbo until the holiday has passed. Thankfully in my experience there were at least a handful of non-profits or religious institutions who were open and providing things like hot meals on many holidays, and even those who had last-minute toy giveaways for families with children who hadn’t signed up for such programs in advance. And, even when the referred service isn’t open, you’re able to at least provide empathy and hope which can make a world of difference.

Crises don’t take a day off

    For many people, holidays are more stressful than they are delightful, and actually present a recipe for crisis. Tensions that were simmering below the surface can easily rise up when a person is under stress. And while for most people family gatherings are a happy occasion, for others these get-togethers can easily result in outbursts or even violence. Of course this can happen in a group setting or to someone who is alone. After all, a holiday is just another day, presenting all the same hardships as the day before. There is nothing special about a holiday that can create a foolproof barrier against a crisis or suicidal thoughts — making it all the more critical that someone be available to help talk things through or intervene in some way.

I want to help

    Holidays that put a focus on gratitude and generosity will bring out the best in people. For many, the spirit of giving is coursing through them so much that they’re looking for a last minute opportunity to volunteer somewhere so they can give back to others in need. Unfortunately for these generous people, most organizations have long since filled their need for volunteers on the actual holiday, plus there are application processes and/or training that make it infeasible to accept these spur of the moment offers of volunteerism. Luckily these folks are usually willing to accept referrals to the many organizations in their area that need volunteers year ’round, not just on the holidays, and would hopefully follow through with their plan to help after going through the proper processes.

Holidays are a painful reminder

    For many people the holiday itself can be a cause of negative feelings, and they need someone to vent to. Perhaps they have a particularly bad memory associated with the day or time of year, and pain surfaces as a result. This may be a memory from long ago or something that happened much more recently, but anniversaries tend to make us recall these past events and relive the emotions experienced, good or bad. Some people are grieving a lost loved one, and holidays remind them of the empty seat at the table. For others, seeing people enjoying get-togethers with family and friends shines a painful spotlight on their own loneliness or broken relationships. Being the person that was there for them when they needed it most can be very rewarding.

Thank you

    Perhaps the most heartwarming interaction you can have is with the person who calls just to say “Thanks.” Sometimes they’re people who have used your service in the past. Or, it may just be a person who finds out you’re there on a major holiday and recognizes that by sacrificing some of your time, you’re making a positive impact on others. A simple “Thank you” goes such a long way.

During the holidays we know many of you out there will be spending some time apart from your families as you work to serve your communities. On behalf of all of us here at iCarol, thank you for all you do and we wish you a happy holiday season and bright New Year!

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Celebrating Information and Referral Day

Beginning in 2011, when the United States Senate first recognized Information and Referral Services Day, November 16th was designated to raise public awareness and recognize the critical importance of the I&R field.

Every day thousands of people find the help they need quickly, conveniently and free of charge because of Information and Referral (I&R) services. I&R services come in all shapes and sizes, from crisis lines that provide their local community with a core set of human service referrals, to larger scale 2-1-1 centers providing comprehensive Information and Referral services to entire states or provinces covering many different topics and types of services.

Information and Referral is the art, science and practice of bringing people and services together and is an integral component of the health and human services sector. People in search of critical services such as shelter, financial assistance, food, jobs, or mental health and substance abuse support often do not know where to begin to get help, or they get overwhelmed trying to find what they need. I&R services recognize that when people in need are more easily connected to the services that will help them, thanks to knowledgeable I&R professionals, it reduces frustration and ensures that people reach the proper services quickly and efficiently.

The people who work these lines are consummate professionals who are often times like living, breathing encyclopedias; providing answers to questions ranging from, “Where can I get a free meal for my family” to “There’s a horse running loose in my neighborhood, who do I call?” We at iCarol are really honored to have so many Information and Referral services all across the world use our software to help provide these services to people who reach them via phone, chat, text, or through intake and screening forms or resource searches on their websites.

If you’d like to learn more about what iCarol does to support efficient referral management, check out this page of our website that goes over some of those features.

Happy I & R Day, everyone, and kudos on the awesome work you do connecting people with the services they need, and addressing the social determinants of health in your communities!

Learn more about Information and Referral:

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Simple Ways to Make the Most of Giving Tuesday

In recent years, Giving Tuesday has emerged as a counterbalance to the consumer based Black Friday, Small Business Saturday, and Cyber Monday shopping traditions. It serves as a reminder that the holiday season is about charitable acts of kindness and helping our neighbors in need.

Giving Tuesday (this year it’s held on December 3rd) is an excellent opportunity for non-profits and charities to tell their communities about the work they do and encourage charitable giving to their organization. Smaller organizations or those that may be completely volunteer based shouldn’t feel incapable of participating — you don’t need a dedicated marketing team to take part in Giving Tuesday. Below are some simple ideas to try that don’t take a large budget or tons of advanced planning.

  • Simple Social Media

    At a minimum, your social media accounts should publish posts about Giving Tuesday (remember to use the hashtag #GivingTuesday to maximize your reach!). Post throughout the day or schedule your posts ahead of time with social media management software like Hootsuite, Buffer, or Sprout Social. Posts should include a call to action, i.e. do you want them to donate? Volunteer? Learn more about your work? Become an advocate? Depending on the call to action, include links to applicable web pages such as your volunteer opportunity or donation pages. Posts can focus on the work you do, success stories (shared either with client permission or written to remove identifying info), milestones and achievements, goals, and other information that you’d like your community to know about you. Examples of general Giving Tuesday social media posts can be found here. We’re always happy to help you boost your Giving Tuesday social media messages, so be sure to follow us on Twitter so we can follow you back to see your posts in our feed, then we can retweet your message to our followers.

  • Share Video or Photos

    Images and video are more compelling than text-only posts, and most social media sites say that posts that include them get more views, so use them if you can. Your video doesn’t have to be Academy Award worthy — spontaneous and unrehearsed videos are authentic and give people a sense of who you are. Try a quick interview with a colleague about what they do and why they love working for your agency. Or maybe do a fast tour around the office showing everyone hard at work. It can even be as simple as a 30 second video talking about the work of your agency. Videos should be short and sweet, as most research shows short videos are the most watched. After taking the video you can usually do some light editing or clipping right on your phone before posting it to social media. If you’re feeling brave you can even do a live video right from your Facebook or Twitter app on your phone.

  • Visit Your Neighbors

    Hopefully your organization is lucky enough to have some supporters in the business community that work with you throughout the year by holding fundraisers or making donations. Giving Tuesday is another perfect opportunity to engage with your biggest fans. Perhaps they’d be willing to participate in a short video. Or maybe they’d do something as simple as keep a donation box or stack of your agency’s brochures at their register or other space in their business. Most businesses, especially those that already support your work, will welcome the opportunity to continue their advocacy during the holiday season.

  • Meet and Greet

    If your organization is open to the public then Giving Tuesday is a perfect time to invite people in so they can learn more about what you do and become a supporter. Let your reception staff know about Giving Tuesday and equip them with brochures and other materials to give out. Consider hanging a sign in your lobby or outside your building to encourage people to stop in and learn more about your work in celebration of Giving Tuesday. Don’t forget — the holiday season is a great time for recruiting volunteers, too, so make sure applications or volunteer information is on hand as well.

  • Work Your Website

    Your website is one of your greatest assets, so make sure your Giving Tuesday participation is prominently featured somehow. This can be accomplished through something as simple as a blog post or homepage image, or more advanced like adding a new temporary widget to your site that directs website visitors to your donation page, volunteer application, etc.

  • Don’t Let Callers Off the Hook

    If when people call you they first hear a general message or listen to a menu routing them to their desired destination, consider temporarily altering your greeting in honor of Giving Tuesday. This can be as simple as a 10-15 second “hello” wishing them a happy holiday season and inviting them to support your work, along with an invitation to visit your website for more information. This won’t add much at all to their wait time but will get your message in front of everyone who calls you.

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iCarol PRD 2.0 Enables Downloadable PDF of Resource Records

A Public Resource Directory (PRD) — the iCarol feature that empowers iCarol customers to allow their resource database to be accessed and searched on the web — is an invaluable tool, especially for 211s and other Information and Referral contact centers who need to provide their communities with modern ways to find help using self-service and other alternatives to making a phone call.

When a website visitor is browsing a PRD and collecting resources to pursue, they want easy ways to save the information so they can access it when they are offline, share it with a friend or family member who needs assistance, or simply keep a local copy of the resources they’re planning to pursue accessing services from. iCarol customers using the Public Resource Directory 2.0 version can allow public visitors to their iCarol Public Resource Directory to download a PDF of a resource record, providing another option to make the resource record information portable, accessible, and shareable.

iCarol customers using the PRD 2.0 can learn more by accessing the Help Articles knowledge base when signed in to their iCarol web application.

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iCarol attending the National Association of Area Agencies on Aging conference

On Sunday, July 28 and Monday, July 29, iCarol Solution Expert Team Lead, Eliisa Laitila, will be at the National Association of Area Agencies on Aging (n4a) conference in New Orleans, Louisiana.

n4a is a is a 501(c)(3) membership association representing America’s national network of Area Agencies on Aging (AAAs) and provides a voice for the Title VI Native American aging programs. iCarol serves many organizations who are Area Agencies on Aging and therefore members of n4a, as well as other agencies in the aging and disability space. Aging and Disability Resource Centers, helplines that curb senior isolation and loneliness, and senior-focused information and referral services choose our solution because we empower them to:

  • Invite and document contacts from clients and their caregivers over a variety of communication channels: phone, in-person, web forms, and our integrated Live Chat and Texting.
  • Encourage No Wrong Door initiatives by enabling them to securely send information to partners, make warm transfers, and dispatch additional services.
  • Create and curate simple to complex community service inventories to share with clients and caregivers by phone, email, Text/SMS, and during Live Chat sessions.
  • Share searchable resource information on their own public websites, or the websites of partners such as senior centers, local libraries, and hospitals.
  • Engage in ongoing client contact to track client history and progress, ensure needs are being met, and to document customer satisfaction and outcomes.

In some cases, Area Agencies on Aging and Aging and Disability Resource Centers are using statewide software systems, and local centers may not be empowered to use iCarol as their sole solution for service delivery. However, even in these instances iCarol can still help! Some centers use iCarol to provide important capabilities not included in a statewide solution, such as live chat or SMS/texting capabilities that expand services to a wider audience, public intake or eligibility screening forms, or web searches of available community resources.

For more information on how iCarol helps senior serving agencies, click here. If you’ll be at the n4a conference, please stop by and see the team at booth 203 so that we can discuss how iCarol can help you. If you’re not in New Orleans for the conference, we welcome those interested in learning more about the iCarol solution to contact us to ask your questions or have a quick meeting to talk about your challenges so we can see how iCarol might help.

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“Shredding” Personally Identifiable Information from Contact Records

shredder shredding paper

Paper-based files of all sorts—bank statements, tax records, pay stubs, receipts—can typically be destroyed after a period of time when they will no longer be needed. Depending upon an organization’s internal policies and the laws and regulations by which they must abide, not-for-profit organizations may choose to shred some or all client files after a period of time as well.

With paper files now being digitized, and new data usually collected electronically, the concept of “shredding” takes on new meaning. Instead of literally shredding paper through a machine, electronic files are permanently deleted and erased from storage, whether they be on a hard drive or in the cloud.

One of the best practices seen highlighted within regulations such as GDPR is that an organization should only collect the data that is absolutely necessary for service delivery, especially if that data could be used to identify someone. So, unless it is essential for your organization to collect data such as a person’s name, phone number, social security number, etc. in order to carry our your work, it’s best to never collect it at all.

When you’re speaking over the phone with a person in need, you have control over whether or not to record information shared during the conversation inside your contact management system. However, if you’re communicating by Live Chat or SMS/Text Message, the person in need may share personal information with you that’d you’d prefer not be permanently documented, and if transcripts are automatically generated and stored, that private and personally identifying information may be stored whether you like it or not.

In iCarol, you have the choice whether or not your Live Chat and SMS/Texting transcripts are brought into your contact management system, or if they disappear immediately after the conversation ends, protecting personally identifiable data and allowing your organization to align such data collection and storage with your own internal policies. Further, organizations who wish to keep this information long enough for supervision purposes, but do not wish to retain it long term, have many options within the system to decide when to destroy the information. The capability to electronically “shred” potentially identifying information from your iCarol Contact Records is applied to any documentation recorded in your forms, whether it be data from calls, walk-in visits, chats, SMS/text conversations, public website intake forms, or any other interactions you document.

What gets “shredded?”

We understand that most organizations will wish to keep the data that isn’t classified as personally identifiable information, for instance demographics, issues or needs, and other non-identifying data that is important for reporting purposes. If you choose to utilize the automatic shredding function within iCarol, only certain areas of your Contact Records are effected. Text-entry fields where you might enter names, addresses, phone numbers, contact notes, etc. are deleted. Drop-down, check box, and other pick list type data is retained. For a full explanation of how to set these preferences, as well as more detailed information about what is deleted or retained, customers can sign in to iCarol, navigate to the “Help” section, and search for “Shred” within our help articles. If you’re not yet a customer and interested in learning more, please contact us!

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iCarol eBook on Building Better Collaborations

Collaboration is becoming a necessary part of not-for-profit work. Ensuring a partnership is successful for everyone involved takes careful planning that starts long before you begin the work with your fellow collaborators.

The team at iCarol has been helping our customers have smoother collaborations since the software’s creation, through a variety of tools that include sharing resource database for the purposes of both maintenance and referral giving, contact form sharing to help with after-hours outsourcing and network building, and features like the Contact Record Outbound API and Resource API that allow data to be shared directly with other applications.

For several years, before they even worked for iCarol, Senior Product Manager, Crystal McEachern, and Director of Business Development, Polly McDaniel, have offered guidance on collaboration building at industry conferences. They have over 20 years of combined experience on both sides of collaboration—as I&R professionals working with their fellow non-profit organizations and as iCarol staff members helping customers build collaborations.

Now, you can learn from their expertise through an all new eBook authored by Polly and Crystal. In it, you’ll find step-by-step guidance on building a collaboration, including tips for the planning process and important things to consider that are often overlooked. Does the prospect of writing an MOU make your head spin? We have you covered! The eBook even includes a workbook for use in your own personal collaboration planning.

Best of all, the eBook is completely free — we’re sharing it with you in hopes our experience and guidance can help you successfully deliver services to even more people in your communities.

Download the eBook

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