Associate a Client to an Activity

Note: An activity can only be associated with one client, but a client can be associated with multiple Activities. 

  1. Go to Configuration, then click on “Manage Activities” found in the sidebar under Activities 
  1. Click the [+] button in the “Activities” header and click on “New Activity”, or 
    • Mouse over the Options icon to the left of an Activity to “Edit” a current listing 
  1. When you have created (or edited) all the relevant information, click on the “Client” tab 
  1. Enter a few letters of the first and/or last name of the Client you wish to associate with this Activity  
    • Optional: check to “include archived clients in search” 
  1. Click the [Search] button 
  1. Select the desired client by clicking the round box to the left of the name  
    • If you want to know more about the client, you can select “View” from the Options icon beside the client’s name 
  1. Click the [Save] button 

IMPORTANT: In order to complete the steps above, a “Limited Administrator” needs access to the option “Associate Clients with Activities”. Administrators with access to both the volunteer and client module can ‘View/Create/Remove’ associations. Administrators without access to the client module can only view whether or not there is an association (no client name will be displayed). 

Updated on March 29, 2022

Was this article helpful?

Related Articles