CRM Module - Volunteer Features
Volunteer tracking in the CRM module
The first step in creating a volunteer management program is identifying constituents who participate in volunteer activities. Adding a constituent category...
Thu, Apr 11, 2024 at 9:45 AM
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 const...
Thu, Apr 18, 2024 at 10:44 AM
The Constituent grid provides summary information about volunteer hours. Columns of data available include: Time This Week TIme Last Week Time This Mo...
Thu, Apr 18, 2024 at 5:10 PM
The 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 c...
Thu, Apr 18, 2024 at 5:49 PM