Difference between revisions of "Volunteers"
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* Recording contacts with volunteers as part of volunteer management | * Recording contacts with volunteers as part of volunteer management | ||
| + | ===Creating volunteers=== | ||
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| + | Volunteers, just like all the other people/organisations on Charitylog, don't exist only as volunteers. They could also be clients, and/or trustees, etc. So just like any other person/organisation, it's important to start the process of creating a new volunteer by searching the system to make sure they aren't already on it. Click the "Volunteers" menu item: | ||
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| + | [[File:Vol_1.png|border]] | ||
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| + | You will be presented with a search form. | ||
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| + | [[File:Vol_2.png|border]] | ||
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| + | You can now do a search for the volunteer to make sure that they aren't already on the system. It is most common to search for them by surname but you can also narrow the search by filling in more boxes. | ||
Revision as of 16:46, 16 January 2013
Contents
Volunteers in Charitylog
Volunteers are very important to the vast majority of our customers, and the Charitylog system provides several ways of working with volunteers:
- Storage of volunteer details, including details of courses and qualifications
- Assigning a volunteer to a client, and creating/printing job cards for these appointments
- Recording contacts with volunteers as part of volunteer management
Creating volunteers
Volunteers, just like all the other people/organisations on Charitylog, don't exist only as volunteers. They could also be clients, and/or trustees, etc. So just like any other person/organisation, it's important to start the process of creating a new volunteer by searching the system to make sure they aren't already on it. Click the "Volunteers" menu item:
You will be presented with a search form.
You can now do a search for the volunteer to make sure that they aren't already on the system. It is most common to search for them by surname but you can also narrow the search by filling in more boxes.
