Associating a Volunteer with a Client

Associate a Volunteer with a Client

  1. Search for and edit the desired client profile
  2. Click on the “Connections” tab
  3. Click the “Associated Volunteers” section (if there are volunteer associations, they will be displayed)
  4. Click the [Associate a Volunteer with this Client] button
  5. Enter a few letters of the first and/or last name of the volunteer you wish to associate with this client (optionally, check to “include archived volunteers in search”)
  6. Click the [Search] button
  7. Select the desired volunteer by clicking the round box to the left of the name (if you want to know more about the volunteer, you can select “View Volunteer” from the [Options] button beside the volunteer’s name)
  8. Click the [Associate Volunteer] button. A client can be associated with multiple volunteers.

NOTE:

This does not associate the volunteer with all the activities with which the client is associated. It does, however, enable the administrator to filter by activities related to that volunteer’s clients when assigning the volunteer to activities in their profile.

Communicating With a Client's Volunteers

  1. Search for and edit the desired client profile
  2. Click on the “Connections” tab
  3. Click the “Associated Volunteers” section (if there are associations, they will be displayed)
  4. Click the [Options] button beside the volunteer’s name and select the desired method of communication:
    • Send Email
    • Send Mobile Email (if available)
    • Send SMS (if available)

If the client has multiple volunteers, you can check the box beside multiple names and select the desired method of communication from the droplist.

Remove an Association

  1. Search for and edit the desired client profile
  2. Click on the “Connections” tab
  3. Click the “Associated Volunteers” section (if there are volunteer associations, they will be displayed)
  4. Click the [Options] button to the left of the volunteer that you wish to disassociate from this client
  5. Select “Remove Association”
  6. Confirm that you want to remove this association by clicking the [Remove Association] button

NOTE:

In addition to removing an association, the “Options” button also enables you view or edit the volunteer’s profile or send the volunteer an email.

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