Managing Volunteers

1.Set Up Volunteer Projects

1.Go to "Settings" on the Main Navigation Bar and select "Contacts Settings"

2.Click the "New Project" button under the Volunteer Projects section

3.Type in the Project Name and Code

4.Click "Save"

5.Repeat steps 2-4 for any additional projects

2.Enter Volunteer into Contacts, if needed

1.Go to "Development" on the Main Navigation Bar and select "Contacts"

2.Check to make sure the contact is not already in PastPerfect by typing the Last Name into the Simple Search Box and scanning through the results

•If the contact already exists, go to the Contact record, and continue to the next set of steps.

3.Click "New Record"

4.Fill in the required fields: ID No, Last Name

5.Populate the rest of the fields as needed

6.Click "Add New Record"

7.Enter in any additional information, including the fields on the Address & Phone Numbers Accordion

8.Click "Save" in the Edit Bar at the top of the screen

3.Populate Volunteer Fields

1.Click "Edit" in the Edit Bar at the top of the Contact record

2.Check the Volunteer check box in the Top Section

3.Expand the Volunteer Information Accordion

4.Populate the volunteer fields as needed

5.Click "Save" in the Edit Bar at the top of the screen

4.Add Volunteer Hours

1.Click "Edit" in the Edit Bar at the top of the Contact record

2.Expand the Volunteer Information Accordion

3.Click "Add Hours"

4.Fill in the required fields: Date, Hours, Project, and Code

5.Fill in additional fields as needed

6.Click "Add" on the pop-up window

7.Click "Save" in the Edit Bar at the top of the screen

5.Create New Contact List of All Volunteers

1.Go to "Development" on the Main Navigation Bar and select "Contact Lists"

2.Click "New List"

3.Enter in the List Name, List Category, and List Manager

4.Click "Add New List"

5.Click the list name hyperlink

6.Click "Edit" in the Edit Bar at the top of the Individual List screen

7.Click "Add Records"

8.Click "Add Filter"

9.Select "Volunteer" as the field in the left drop-down list

10.Select "Yes" as the condition in the right drop-down list

11.Click "Apply"

12.Click "Add All Records Selected by Filter"

13.Click "Save" in the Edit Bar at the top of the screen

For additional information, see Volunteer Information.