Connect Talent CIO

Connect Talent

Operations & Community CRM

emoji_eventsVolunteer Portal dashboardDashboard schoolLearners & NVQs volunteer_activismVolunteer Management forumEnquiries & Comms view_kanbanCalls and Enquiry Board add_commentLog Communication cloud_uploadBulk Records Import settingsSettings admin_panel_settingsAdmin Centre
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User

Admin User

admin@connect-talent.org

Admin

Welcome back, Admin

Overview of calls and enquiries. Tracking incoming calls, community enquiries, and follow-ups. You have 0 overdue calls requiring attention today.

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+0% vs last week

Total Enquiries

0

pending

In Progress

0

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Action Required

Overdue Follow-ups

0

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Resolved Cases

0

Enquiries & Engagement by Sector

event_busy Follow-Ups Due Today

0

Quick Actions

Communications & Enquiries Log

Audit trail of all learner enquiries, volunteer interactions, and partner communications.

All Communications & Enquiries

search
Caller Name Phone Reason Status Sector Date Attended By Actions
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No call records found. Log a new call to get started.

Showing 0 of 0

Log Communication or Enquiry

Record details of a learner check-in, community enquiry, mentoring session, or partner interaction.

schedule Auto-saving draft...

person Contact / Beneficiary Information

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+44
Enter digits only (5-15 digits); country code added automatically.

forum Interaction & Communication Details

category Suggested Classification MEDIUM
None

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category Manual Override
lock Confirmed Classification
None

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Confirmed manually

assignment Action Plan

category Classification

Live

The system categorizes the call based on the 'Reason' provided.

Suggested Sector —
check_circle Confidence: —%

Beneficiary & Records Bulk Import

Import multiple call records from CSV or Excel files.

cloud_upload

Drop files here or click to browse

Supports CSV, XLSX files up to 10MB

Map Columns

Match your file columns to the required fields.

File Column Maps To Sample Data

Validation Results

0

Valid Rows

0

Warnings

0

Errors

Row Status Date Caller Reason
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Import Successful!

0 records imported successfully.

Need a template?

Settings

Configure your preferences.

smart_toy AI Inference Mode

computer Ollama Configuration (Local)

cloud OpenRouter Configuration (Cloud)

mark_email_read SMTP Email Transport (Student & NVQ System)

notifications Notification Preferences

Charity Administration Hub

Manage users, sectors, and view system activity logs.

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Total Users

3

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Active Sectors

3

category

Total Sectors

4

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Total Keywords

50

User Management

Name Email Role Status Last Login Actions

Sector Classifications

Sector Name Status Key Keywords (AI Routing) Actions
Showing 1 to 4 of 4 Sectors
Page 1 of 1

Activity Logs

Timestamp User Action Details IP Address
Showing 1 to 10 of 24 entries
Page 1 of 3

Calls and Enquiry Board

Live
Refreshing in 5s
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No items

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No items

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No items

Students & NVQ Qualification Tracker

Manage International University Admissions & NVQ Vocational Qualifications with automated workflows.

search
Student Ref Learner Name Stream Programme / NVQ Course Status / Stage Video Status Advisor Actions
volunteer_activism Connect Talent CIO Community Impact

Volunteer CRM & Tasks

Enable volunteers to log completed tasks, track accredited hours, and measure community service impact.

Volunteers Roster
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0
0 active
Approved Hours
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0.0 hrs
+0.0 hrs this month
Tasks Completed
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0
out of 0 logged
Pending Review
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0
Awaiting coordinator review
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0 tasks
Date Volunteer Task & Impact Summary Category Hours Status Actions

Monthly Target Tracker

Approved hours compared with each volunteer's pace for this month.

Volunteer Progress this month Pace today Open tasks Status Action
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0 volunteers

Hours Contributed by Category

Breakdown of volunteer time across Connect Talent initiatives.

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Volunteer Leaderboard

Recognising top dedicated contributors & community champions.

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VO
Lvl 1
Active Volunteer VOL-000

Welcome, Volunteer! 👋

Community Volunteer • Connect Outreach

🥉 Community Novice
Bronze Tier
Experience Points
0 XP
0% to next rank +250 XP to Level 2
Approved Hours
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0.0
verified Verified & Credited
Monthly Target
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0.0 / 12.0 hrs
Calculating progress...
Tasks Logged
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0
0 approved • 0 pending
Achievements
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0 / 8
Ranked #1 on team ⭐
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Quick Task Entry

Log what you accomplished today. You earn XP once your coordinator approves it.

⚡ XP awarded when approved
Tap a preset or enter exact hours:
hrs

military_tech Achievements & Badges Showcase

Unlock recognition badges as you log hours, mentor students, and impact lives.

0 of 8 Badges Unlocked

history_edu My Volunteer Task History

Track your logged activities, hours credited, and coordinator commendations.

emoji_events Connect Talent Volunteer Team Leaderboard

Celebrating community dedication and collective charitable impact.

handshake Stronger Together

Add New User

Leave blank to keep current password when editing

Add New Sector

#003399
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Deactivate Sector?

Soft deactivating this sector will hide it from new call inputs, but retain historical data.

infoAI routing rules associated with these keywords will be suspended.

Edit Call Record

check_circle Confirmed

My Profile

User

Admin User

admin@connecttalent.org

Admin
Role Administrator
Joined —
Status Active
Preview

PNG, JPG, or WebP up to 5MB

help_center

Help & Knowledge Centre

Connect Talent CIO — Operations, Learners & Volunteer CRM

diversity_3 Welcome to Connect Talent CIO CRM

Connect Talent CIO empowers community learners, international students, and volunteers. This platform centralises learner pastoral support, vocational qualification journeys (NVQs), volunteer hour contributions, and community enquiries into a single unified workspace.

volunteer_activism Volunteer Self-Service Portal

Logging Your Tasks: Use the Log My Task button to record your mentoring sessions, CV workshops, translation aid, or community assistance. Input your hours in 15-minute intervals (0.25h increments) along with an outcome statement.

Evidence & Verification: Add supporting links (Google Drive, OneDrive, or document links) where available. Submissions are verified by coordinators and credited directly to your monthly target hours.

Gamification & Milestones: Track your verified hours, weekly active streaks, and milestone badges (Bronze, Silver, Gold Contributor) on your personal portal dashboard.

school Learners & Course Cohorts

International Student Stream: Manage university enrolment status, pastoral check-ins, visa guidance milestones, and mentor pairings.

NVQ Vocational Stream: Track practical vocational course progress, assessor reviews, workplace observation evidence, and qualification completion statuses.

view_kanban Calls and Enquiry Board

Communications Log: Record telephone enquiries, emails, and drop-in visits. The built-in AI assistant automatically suggests follow-up actions and categorises enquiries by charity sector.

Case Board: Manage operational tasks across Pending, In Progress, and Resolved lanes with automated overdue warnings.

security Safeguarding, Privacy & Support Contacts

Connect Talent CIO complies with UK GDPR and charity safeguarding frameworks. Never record confidential beneficiary financial or medical passwords in free-text fields.

mail

General Coordination

admin@connect-talent.org
volunteer_activism

Volunteer Lead

volunteersconnecttalentcio@gmail.com
Connect Talent CIO • Operations & Volunteer Management CRM v2.5

person_add Add New Learner / Student

school Learner Profile & Workflow

psychology AI Next-Action Recommendation:

videocam NVQ Video Evidence & Assessor Verification
🎓 University Admissions & CAS
Email Communications Log
GDPR Article 15 & 17 Actions:

inventory_2 NVQ Assessor Verification Batch Hub

playlist_add_check Step 1: Students Ready with Video Evidence (Select to Compile Batch)
Active & Dispatched Assessor Batches
Batch Ref Awarding Body / Assessor Learners Status Action

upload_file Import Candidates from Microsoft Lists

Paste the exported CSV content from your Connent International Student Tracker Microsoft List below:

public Public Candidate Intake Portal

This public intake portal connects prospective students directly to the CRM intake API (/api/students/intake) with automated GDPR consent logging.

Public Webhook URL: POST /api/students/intake
Accepts submissions from external website forms, landing pages, or Microsoft Forms via Power Automate.

outgoing_mail Dispatch Student Email (SMTP)

Recipient Candidate
—
—
NVQ Vocational
mark_email_read Delivery Transport: Dedicated SMTP (mail.coinst.uk:465 via SSL). Reply-To: admin@coinst.uk

network_check SMTP Transport Diagnostics

Host: mail.coinst.uk
Port & Security: 465 (SSL Direct)
Sender: noreply@coinst.uk
Reply-To: admin@coinst.uk
verified_user Performs socket handshake and verifies credentials without sending test emails to any inbox. 
Ready to run diagnostic test. Click 'Run Connection Test' below...

mail Email Log Details

To: —
Sent At: —
Status: —

add_task Log Volunteer Task & Hours

verified Internal CRM submissions will be automatically credited to the volunteer's monthly target hours.

person_add Register Volunteer

Emergency Contact Information
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Volunteer Details

VOL-000 • Role • Department
Approved Hours
0 hrs
Pending Review
0 hrs
Email: —
Phone: —
Emergency Contact: —
Notes: —
key Volunteer Portal Login Access

Allow this volunteer to log in to their personal dashboard and enter tasks.

Task Activity Log
Date Task Title Category Hours Status

rate_review Task Verification & Review

Task Title
0 hrs
By: Volunteer • Category • Date
Description:

Description...

Impact:

Impact...

Evidence Link: Link

assignment_ind Assign Task to Volunteer

Set a task, due date and expected hours for a volunteer.

Assign to * (none selected)

task_alt Confirm Task Completed

 

Your coordinator will be notified to confirm. Hours are credited once they approve.

lock_reset Set a new password

You are signed in with a temporary password. Please choose your own before continuing.

At least 8 characters, including a letter and a number.

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