Search / Edit a Non-Archived Profile

The quickest way to find and edit a non-archived profile, is to start typing a few characters of the person’s name (first name or last name) into the “Quick Search” field at the top right of the screen, just below the menu bar. The first 10 results will appear. You may need to type a few characters in order to narrow down your search.

Edit a Volunteer's Profile

Structure of a volunteer’s profile:

  • Main tab:
    • Contactname, address, telephone, email, birthdate, photo, username, password, twitter, LinkedIn
    • Custom Fieldscustom field values
    • Qualificationsqualification values
    • General Interestsgeneral interest selections
    • General Availabilitygeneral availability selections
    • Miscellaneousvolunteer status, date joined, hours permissions, goals, notes
  • Communications tab:
    • Send Emailsend an email (visible only if an email address has been entered)
    • Send Mobile Emailsend an email to a mobile device (visible only if a mobile email address has been entered)
    • Personal Messagedisplay a message on the volunteer’s home page
    • Email Historyhistory of messages sent to the volunteer
  • Assign tab – assign the volunteer to activities
  • Schedule tab – view / edit the volunteer’s schedule
  • Hours tab – log / view / edit hours for the volunteer or start a timeclock
  • Reports tab:
    • Reportsview / generate hours and feedback reports for the volunteer
    • Comparisonscompare the volunteer’s hours based on year / quarter / month / week
    • Exportsexport information on hours and feedback logged
    • Review Text Feedbackview any pending text feedback logged by the volunteer
  • Committees tab – committee memberships
  • Classifications tab – view / edit classification selections (only available if the organization is part of an enterprise that has created classifications)

 

 

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