Use this link to share with your colleagues:
How to Get the Most out of Chatter: https://help.pm.leapevent.tech/a/877977
In your organization, people will always need to talk to each other. PatronManager has a solution that integrates your conversations directly with your patron information - Chatter.
You can discuss and preserve those discussions with colleagues about general workplace topics or more specific Donation or Ticket Order records right in PatronManager. This means that a single conversation isn't stuck in your head- it can permanently be on a Contact's Chatter record.
Learn more about this powerful tool here!
Get to know the Chatter tab
This is the Chatter tab
- Posts - Write posts from this box, letting your co-workers know what you're up to.
- Your Feed - updates from everyone in your organization who you follow.
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Views - This allows you to see different versions of your Chatter feed.
- What I Follow combines all the feeds from all the people and things you follow.
- To Me combines all the posts where you’re mentioned (or @ tagged).
- Bookmarked combines all the posts you’ve bookmarked.
- Company Highlights This brings you a ranked view of what’s trending in your org (Top Posts).
- Recent Groups - Chatter groups you recently visited and/or posted in.
1. Start by clicking on the App Launcher
2. Search for Chatter in the quick find box, and click on the word Chatter under All Items
3. Click on the down arrow next to "Chatter Home", and select "Add to Nav Bar"
How to upload a profile picture to Chatter
By default, your Chatter profile will have just a generic picture. That's pretty confusing when everyone at your organization has the same avatar! Here's how to upload a picture of yourself.
1. Navigate to your user profile by clicking on the circle at the top right of your screen
2. Click on the generic avatar
3. Click on the camera on the profile picture, and select "Update Photo"
4. Click "Upload Image"
5. Select an image file from your computer, and click "Open"
This will look a little different in each browser and/or operating system.
6. Adjust the thumbnail size as desired, and click "Save"
7. Your photo is uploaded!
Using Chatter groups
You can use Groups in Chatter to bring together conversations that are about a particular topic or that involve a specific group of people. All members of the group will be notified every time a member posts to the group.
Groups can be public (anyone can join) or private (the group creator must approve new members).
You can see a list of all groups by clicking on Recent Groups here.
1. To make a new group, navigate to the Chatter tab and click on the + sign next to Recent Groups
2. Fill in the information and click "Save & Next"
3. Now, upload an image for your group! You can also skip this by clicking "Next" without uploading an image.
Uploading a photo to the group is the same as steps 4, 5 and 6 of uploading a personal photo to your Chatter profile. Here's a quick link to those instructions.
4. Add people to the group by searching for names
5. Use the "Add" buttons to include people in this group; when you're finished, click "Done"
Best Practices for Chatter:
Obviously, you should use Chatter in whatever way best works for your organization. There are, however, some things that we've found help organizations to use Chatter effectively.
1. Create an all staff group
If you only have one Chatter group (and you should have more!), this should be it. Posting to the all staff group is the best way for someone to make an announcement for your entire organization. With an all staff group, you don't need to maintain an all staff email list.
2. Use Chatter instead of email for any conversations related to particular records in PatronManager
Every record in PatronManager has a Chatter feed; it lives on the right side of your screen, under the Chatter tab.
If you need to talk to someone about a particular Contact, Account, Ticket Order, or Donation, navigate to the record in PatronManager and create a Chatter post, using @[name] to talk to other people in your organization.
This will keep all of the information in this conversation attached to the record in question, instead of hidden in someone's inbox.
3. Create groups for your departments
This serves a similar purpose as the all staff group - it makes it easy for members of a department to contact the entire department.
4. Create groups for the non-work-related conversations that pop up frequently
It's inevitable that you and your co-workers will sometimes want to talk about things that aren't strictly work-related. Chatter groups are great for this, because they keep those conversations from distracting people who are trying to concentrate on other things.
In this example, employees can share their new favorite music finds. This creates a designated space for those discussions that people can check out if they want to be involved, or ignore if they don't.
5. Use Chatter Topics (hashtags)
You can add a Chatter topic to any post by just writing #[TOPIC NAME]. You can create topics on the fly - as soon as you type something after the "#" it becomes a topic. Using topics makes it easy to search for a certain type of post later.
In this case, we've noted to our fellow Box Office users that the patron is a member of the media. Later, you can do a search for "#media" to quickly see all the times this topic was used in PatronManager.
