How to manually record volunteer time

You 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 calculate the time provided by entering the Time/Date From and Time/Date To fields.
• You have the option to select Enter Time and manually record the date and time.
• You can also include Milesand assign a Dollar Value. You can assign the service to up to four independent Constituent Service Categories. These service categories are editable like most dropdown fields within the software.
• Selecting a Related Contactwill automatically assign the same hours and information to the related contact's record. A constituent relationship must have already be created using the Relationships tab.
• You can assign a Locationfor the services, and this list is editable as well.
• The Comments field allows you to add any other information necessary to the record.

Time can also be added via the CRM Time Tracking grid by clicking on the +Newto open the same window as is shown above.