CRM Module - Volunteer Features

Volunteer tracking in the CRM module

Adding volunteer constituent categories
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
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 const...
Thu, Apr 18, 2024 at 10:44 AM
Volunteer information on the Constituent grid
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
CRM Module Time Tracking Grid
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