New Articles

  1. Welcome to the HelpOne Knowledge Base

    Welcome to the HelpOne Knowledge Base – your guide to managing contacts, fundraising, volunteers, events, participants, and more.
  2. How to log in and navigate HelpOne

    Learn how to log in to HelpOne and navigate the main sections of the platform.
  3. Understanding the main dashboard

    Understand the HelpOne main dashboard and how to customize the widgets you see.
  4. Best practices for data hygiene

    Best practices for keeping clean, accurate data in HelpOne.
  5. How to add a new contact

    Step-by-step instructions for adding a new contact in HelpOne.
  6. How to add a new organization / company

    How to create a new organization or company record in HelpOne.
  7. How to search and filter contacts

    Search and filter contacts in HelpOne to find people quickly.
  8. How to link a contact to an organization

    Link a contact to an organization or company in HelpOne.
  9. How to add a new volunteer

    Add a new volunteer in HelpOne and complete their profile.
  10. How to track volunteer hours and activities

    Record and track volunteer hours and activities in HelpOne.