Volunteer Information

The Volunteer Information Accordion helps track when volunteers are available and the volunteer hours that have already been completed.

The fields at the top of the accordion can help with volunteer scheduling – what days and hours someone is available, what skills is someone volunteering, etc. It is possible to run queries based on these fields so that you can contact volunteers for specific projects.

The bottom part of the accordion tracks the volunteer hours this contact has completed. Before entering volunteer hours, be sure your volunteer projects are set up under Contacts Settings | Volunteer Projects.

Add Volunteer Hours

1. Click "Edit" in the Edit Bar at the top of the contact record
2. Click the Volunteer Information Accordion bar to expand it
3. Click "Add Hours"
4. Fill in the required fields (marked with red asterisks)
5. Fill in additional fields if needed
   • Some fields are controlled by authority files. (See Using Authority Files)

   
   
   

6. Click "Add" on the pop-up window
7. Click "Save" in the Edit Bar at the top of the screen
   

View/Edit Volunteer Hours

1. Click "Edit" in the Edit Bar at the top of the contact record
2. Click the hyperlink in the Date column within the Volunteer Information Accordion
3. View the record or make your changes
4. Click "Save" on the pop-up window
5. Click "Save" in the Edit Bar at top of the screen

Print Volunteer Hours

To print a list of the volunteer hours for a contact, click the "Print" button within the Volunteer Information Accordion and then click "Preview."  The list may be saved as a PDF or sent to your printer.

Delete Volunteer Hours

1. Click "Edit" in the Edit Bar at the top of the contact record
2. Hover over the Volunteer Hours entry you want to delete
3. Click the Trash Can icon on the right end of the row
4. Click "Yes" to confirm
5. Click "Save" in the Edit Bar at the top of the screen