- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
- Click on the person’s name from the list that appears
- Click on the “Connections” tab
- Click the “Associated Clients” section (if there are client associations, they will be displayed)
- Click the [Associate a Client with this Volunteer] button
- Enter a few letters of the first and/or last name of the client you wish to associate with this volunteer
- Optional: Check to “include archived clients in search”
- Click the [Search] button
- Select the desired client by clicking the circle to the left of the name
- Click the [Associate Client] button
- Note: A volunteer can be associated with multiple clients