Client Connection Lists

Visibility of Volunteers and Clients in Connections Lists:

Both volunteers and clients must have the status “Accepted” in order to appear in these lists of associated volunteers/clients. When editing the client or volunteer’s profile, however, associated volunteers and clients of all statuses will display.

Volunteers and Associated Clients

View a list of your volunteers that are associated with clients.

  1. Go to: People >> Connections >> Volunteers and Associated Clients
  2. If you hover over the options button beside a volunteer or client, you can “View” or “Edit” their profile or “Send Email” to that person

TIP:

Click the [Print] button at the bottom of the screen to print the list of Volunteers and their associated Clients.

Clients and Associated Volunteers

View a list of your clients that are associated with volunteers.

  1. Go to: People >> Connections >> Clients and Associated Volunteers
  2. If you hover over the options button beside a volunteer or client, you can “View” or “Edit” their profile or “Send Email” to that person

TIP:

Click the [Print] button at the bottom of the screen to print the list of Clients and their associated Volunteers.

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