IMPORTANT: Both volunteers and clients must have the status “Accepted” in order to appear in these lists of associated volunteers/clients. When editing the client or volunteer’s profile however, associated volunteers and clients of all statuses will display.
Volunteers and Associated Clients
View a list of your volunteers that are associated with clients.
- Go to People, then click on “Volunteers and Associated Clients” found in the sidebar under Connections
- Mouse over the Options icon beside a volunteer or client to “View” or “Edit” their profile, or “Send Email” to email the person
Tip: Click the [Print] button at the bottom of the screen to print the list of Volunteers and their associated Clients.
Clients and Associate Volunteers
View a list of your clients that are associated with volunteers.
- Go to People, then click on “Clients and Associated Volunteers” found in the sidebar under Connections
- Mouse over the Options icon beside a volunteer or client to “View” or “Edit” their profile, or “Send Email” to email the person
Tip: Click the [Print] button at the bottom of the screen to print the list of Clients and their associated Volunteers.