Our Volunteering tool lets you add and manage volunteer records for a contact quickly and easily. When you use this tool, you can keep your volunteer records up to date and find out how volunteers are contributing to your organization.
Review and log volunteer records for a contact by clicking on Contacts in the left sidebar of your screen, finding the contact you want, and selecting the Volunteering tab under the Contacts title bar.
Here, you will see a record of volunteer hours and tasks, as well as the activity, target area, campaign, and source for that time.
Logging Volunteer Activities
If you'd like to log multiple records at once, we recommend completing a Volunteer Record Import
To log an individual volunteer record to a contact, follow these steps:
(1) Navigate to the contact profile by clicking Contact in the left sidebar > Select the Contact > Navigate to the Volunteer Tab
(2) Click on the purple button Add Activity (Note: if you have already created a volunteer record for this contact, the Add Activity button will be in the top right-hand corner rather than the center of the page).
(5) Add the details for your Volunteer Activity
Quick guide:
- Activity Name - A brief description of the volunteer activity
- Start Date - When the volunteer activity began
- End Date - When the volunteer activity finished
- Hours - Total number of hours for the activity
- Description - Any additional details you'd like to include
- Impact Area -The impact areas that the volunteer activity is associated with
- Campaign - The campaign that the volunteer activity is associated with
Editing Volunteer Records
To edit a volunteer record, follow these steps:
(1) Navigate to the Volunteering tab (using instructions above) > Select the Activity record you'd like to edit.
(2) Click the purple Edit button on the top right-hand screen > Make any changes and click Save.
Deleting Volunteer Records
To delete a volunteer record, follow these steps:
(1) Navigate to the Volunteering tab (using instructions above) > Select the Activity record you'd like to edit.
(2) Click the Delete button on the top right-hand screen >Click Confirm to proceed
