Searching by Client and Volunteer Associations

Clients Associated with Volunteers 

1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 

2. Module, Status and Communication: select status(es) and option(s) to include 

3. Click the [Add Search Criteria] button 

4. Search Type: Select “Client Connections” from the dropdown list 

5. Select the desired Status from the dropdown list: 
   • Client is associated with volunteers 
   • Client is not associated with volunteers 

6. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 

Volunteers Associated with Clients 

1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 

2. Module, Status and Communication: select status(es) and option(s) to include 

3. Click the [Add Search Criteria] button 

4. Search Type: Select “Volunteer Connections” from the dropdown list 

5. Select the desired Status from the drop-down list: 
   • Volunteer is associated with clients 
   • Volunteer is not associated with clients 

6. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search