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Viewing Feedback and Encounters on Client Profiles
Viewing Feedback and Encounters on Client Profiles
Updated over 2 weeks ago

👀 When a volunteer logs hours and Feedback Fields to a client-associated Activity or logs a Client Encounter, in addition to reports, that data is available to administrators within the Client’s profile.

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👉Viewing Volunteer entries on the Client’s profile:

  • As volunteers work with clients, they will be either logging hours with Feedback Fields, logging Client Encounters, or both.

  • To view this data on the Client’s profile:

    • Search their name in the search bar at the top and open the profile

    • Navigate to the Connections tab

    • To see the Client’s associated Activities and connected Volunteers select: Associated Volunteers

    • To see the hours logged with Feedback Fields by volunteers on the Client’s associated Activities select: Hours and Feedback

    • To see the Encounters with Client Reporting Fields logged by connected Volunteers select: Encounters

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📖 These help articles provide written instructions for the steps above: 

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