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Mark a Contact as a Volunteer

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Any contacts that become Volunteers can have their record show this.

1.Locate the Contact.

2.Click the Pencil beside Vol.

3.Place a tick in the tick box.

This will add a Volunteering panel to the contact’s record.

4.Click the Pencil to save.

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Information on the Volunteering panel can be entered into the fields by clicking the Pencil beside it. If the information is entered on the Volunteer form, that information will flow through to this panel.

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Open Volunteer Record

On the Volunteering panel you can click the Cog and View the Volunteer record.

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