Associate Volunteer with Client

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 

2. Click on the person’s name from the list that appears 

3. Click on the “Connections” tab 

4. Click the “Associated Volunteers” sub-tab (if there are volunteer associations, they will be displayed) 

5. Click the Green [+] button next to Volunteer.  

6. Enter a few letters of the first and/or last name of the volunteer you wish to associate with this client 

7. Optional: Check to “include archived volunteers in search” 

8. Click the [Search] button 

9. Select the desired volunteer by clicking the circle to the left of the name 

10. Click the [Associate Volunteer] button 
    • Note: A volunteer can be associated with multiple clients 

IMPORTANT: This does not associate the volunteer with all the activities with which the client is associated. It does however, enable the administrator to filter by activities related to that volunteer’s clients when assigning the volunteer to activities in their profile.