CRM Module - Volunteer Features
Adding the "Volunteer" constituent categoryThe first step in creating a volunteer management program is identifying constituents who participate in volunteer activities. Adding a constituent category of "Volunteer" and adding it to your volunteer's constituent profile record will allow you to quickly identify your volunt…2 min readHow to manually record volunteer timeYou can record volunteer time using the Time Tracking grid within the CRM module, or via the Time Tracking tab in a constituent's record. From the constituent's record, go to the Time Tracking tab and click on Add Service. - n the new window you can allow the software to calcula…2 min readVolunteer information on the Constituent gridThe Constituent grid provides summary information about volunteer hours. Columns of data available include: Time This Week TIme Last Week Time This Month Time Last Month Time This Year Time This Fiscal Year Time Last Year Time Last Fiscal Year Time Five Years Time Five Fiscal Ye…2 min readCRM Module Time Tracking GridThe CRM Module includes a Time Tracking grid which includes all the time tracking data that has been recorded. - This grid has a view builder, so you can create multiple views, save, and share those views. - The default grid is the Detail grid which includes each recorded transa…1 min read