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I'm very excited about the new PMM - and got very excited about the bulk service delivery functionality in particular, but now think I may have missed something...

We run 121 mentoring sessions for clients, delivered by volunteers normally weekly (during term time) over a 12 month period. Each session is a service delivery.

I would like to be able to add these service deliveries in one go (cf, job recurrence schedules in Volunteers for Salesforce), ie setting a start date, recurrence interval, end date etc for the sessions which then creates all the relevant service delivery records.

This doesn't look like it is possible atm, but perhaps I am missing something.

If I'm not I would like to know:

Whether this functionality is planned (and if so for when)? (I would definitely vote for this!)

Are there any solutions or workarounds for this?

This would make a huge difference to our organisation in terms of admin time so I am prepared to put in the time and effort to work this out, just need a steer on how complex this would be and some tips on the best way to do this/where to start.

9 risposte
  1. 28 mag 2020, 20:46

    Adding @Meg Gray​ for further comment on recurring SD's. You can create an Idea today, but you can't select PMM just yet. We'll be adding the ability to select PMM when creating a new Idea in the next month or so.

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