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Working Smarter, Not Harder

The Opportunity Management Bulk Actions Dropdown

Found on your Opportunity Management Dashboard, the Opportunity Management Bulk Actions dropdown is full of timesaving actions, managerial options, and easy-to-access summaries. It's a one-stop shop, bound to save you time.

This dropdown menu allows you to effortlessly manage your opportunities and communicate with ease. In just a few clicks, you can apply needed actions to one, some, or all of your opportunities. And with over 25 different options, this tool is guaranteed to be one you’ll want to get to know!


Below are some frequently used options - all designed to make managing your opportunities a breeze:


  • Send email or text communications to registered volunteers
  • Update/edit opportunities in bulk
  • Pull reporting summaries and utilize staff planning tools
  • Duplicate selected opportunities
  • Print sign-in sheets and nametags


For a full listing of the Opportunity Management Bulk Actions, along with helpful hints and tips on how best to use them, click here.

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Have You Checked Out Our Most Popular Resource?!

The webinar you'll want to watch, re-watch, and share

For newcomers to CERVIS, or those needing a refresher, this video resource was made just for you! Our experienced Training Specialist will guide you through the top features and functions within CERVIS, ensuring you understand how to navigate with ease and efficiency.


In this video, you'll learn how to manage volunteer profiles, schedule events, and track participation effortlessly. Additionally, we’ll point you to resources on generating insightful reports that help you evaluate your volunteer programs and make data-driven decisions.


PLUS! To maximize your time, we’ve timestamped this webinar, so you can conveniently skip to the topics you need the most. Find and share this resource anytime, here.

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Customer Spotlight

Telling your stories & celebrating your impact

Our mission is to help you make an impact. So it goes without saying that the very best part of what we do is partnering with organizations as they make a difference in their community. Helping them manage and engage their volunteers to effectively and efficiently accomplish their goals is worth telling others about. That's why we are honored to share your stories!


Serving the largest city in South Dakota, Habitat for Humanity of Greater Sioux Falls is literally building strength, stability, and self-reliance in their community. Supporting individuals and families seeking homeownership and affordable home repairs, every completed home and repair stands as a testament to what can be achieved when people come together with a shared vision of a better future. This profound impact on their community couldn’t happen without the many volunteers and donors who put in thousands and thousands of hours of hard work, dedication, and love in action each year. CERVIS is honored to partner with them in this incredible work!

Read more about this outstanding organization and how using CERVIS takes the stress out of their data-tracking and reporting needs, so they can focus on their community impact.

Read the Full Customer Spotlight Here

It pays to have friends. Literally.

We invite you to spread the word to other nonprofits and companies in your network. Sharing the love is fast and easy, and there’s no limit to how much you can earn! Simply scan the QR Code or click the button below to complete this 30-second form, and we'll do the rest! You know you love us, and your friends will too!

 Click Here To Share Us! 

Additional Questions? Contact our Customer Support Team by emailing them at support@cervistech.com or by opening a Support Ticket on the CERVIS Main Dashboard.

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