Holly
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Activity overview
Latest activity by Holly-
Holly created an article,
Supporting Secondary Emails
Emails have always been important to Lineup; they ensure your people are who they say they are. Historically, Lineup handled folks with different or new email addresses by creating a secondary prof...
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Holly created an article,
Edit Mode
Edit-mode allows you to add, remove, or edit values for system and custom fields similar to an excel spreadsheet directly in the platform. Edit-mode currently appears in three places: the people pa...
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Holly created an article,
How do I access the Lineup Community?
Our Lineup Community is hosted on Zendesk, which is the same company we use for our ticketing and helpdesk. Zendesk, and the Lineup Client Community, requires users to create a log-in through Zende...
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Holly created an article,
Can I change the color of my tags?
Yes! Previously, tags were set colors: ad hoc tags were grey and tags from custom fields appeared as a teal color by default. Now, you can customize the colors of each type of tag. Ad hoc tags (whi...
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Holly created an article,
Profile Pages
The Profile Page is the first thing you see when you open a full profile. Profile Pages allow an admin to customize what data panels appear on the full page profile. It is a layout configuration to...
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Holly created an article,
Supported Selectable Merge Tags
Merge tags are shortcuts you can drop into emails, templates, and reports to automatically fill in real data - like a person's name or their team's start date. All Supported Merge Tag work as befor...
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Holly created an article,
What is Lineup's Service Level Agreement (SLA) regarding helpdesk tickets?
We utilize Zendesk for our ticketing system. If you need assistance, have a question, or would like to make a recommendation, please submit a Zendesk ticket. This allows us to easily keep track of ...
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Holly created a post,
Welcome to the Lineup Client Community!
We’re excited to have you join our official Lineup community – a space created for you, our valued users, to connect, share insights, and learn from each other. This will be a positive, collaborati...
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Holly created an article,
Create your first team
Now that you have most of the data that you were tracking through spreadsheets in Lineup, it's time to do something with all of that data. Let's create a team! 1. Add team Navigate to the Teams ...
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Holly created an article,
Set up custom fields
Now the real heart of making your Lineup instance your own. Every organization is different, just as every SME or volunteer is different. You'll want to make sure that you're capturing the right da...