Revising the Start Date for a Volunteer Select Search > Find Contacts to find the record for the Volunteer (or use any other method to get to the Volunteer’s record). Select the Activities tab. Filter Include to be Volunteer. For…
Emailing all current volunteers
All current volunteers are in a Smart Group called Volunteers (current). To email all current volunteers: Select Search > Find Contacts. In the “in:” clause, choose Volunteers (current). Select Search. Select the All <n> records radio button (to select all of the…
Emailing all volunteers in a CiviVolunteer project
1. Set up the search Select Search > Search Builder. Enter the following four conditions by choosing each item (separated by the semicolons below) one after the other, left to right. After each condition, you’ll have to click on >>Another Search…
Managing the allocation and re-allocation of a volunteer to a project
Rather than a step by step approach to the (re)allocation of a volunteer to a project, this may be better expressed as the following set of conditions: A volunteer who is allocated to the “Pool of Volunteers” with the “Unspecified”…
Managing the collection of paperwork for a volunteer
The paperwork for a volunteer must be kept in sync with a set of checkboxes in that person’s CiviCRM Contact record. This is vital for the correct and effective management of our teams of volunteers. The Dashlet “Volunteers with incomplete…
Recording a person who wants to be a volunteer
If a person who wants to register as a volunteer the select Contacts > New Individual (not New Volunteer). Enter the person’s first and last name and wait until the search for potential duplicates has completed. If the person is already…
Creating a Volunteer Project
Follow the procedure given in the Agileware Training Manual.