Searching by Volunteer Anniversary (Years of Service)
About this feature: The automated Anniversaries feature is calculated from the profiles’ Date Joined; found in the Miscellaneous section of all profiles. The Date Joined is the original date the application form was completed and submitted to the organization.
To start your search, go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
Module and Status, Communication and Group Filters select status(es) and option(s) to include.
Click the [Add Search Criteria] button
Search Type: Select “Volunteer Anniversary” from the dropdown list
You can either search by entering exact dates (month and day values) or by using dynamic dates
Years of Service: Select a desired option from the dropdown menu, and enter a number of years into the associated field(s)
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Searching by Volunteer Application Form Number
To start your search, go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
Module and Status, Communication and Group Filters select status(es) and option(s) to include.
Click the [Add Search Criteria] button
Search Type: Select “Application Form” from the dropdown list
Application Form:
Select the desired type of match from the dropdown list
If “Is equal to”, “Is not equal to” or “Is empty or not equal to” was selected, choose the application form (1, 2, 3) from the dropdown list
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Searching by Date of Last Profile Status Change
To start your search, go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
Module and Status, Communication and Group Filters select status(es) and option(s) to include.
Click the [Add Search Criteria] button
Search Type: Select the relevant option from the dropdown list
Date of Last Volunteer Status Change
Date of Last Client Status Change
Date of Last Member Status Change
Date of Last Donor Status Change
Optional: Enter a date to search for the Date of Last Status Change On or After or On or Before a specific date. If you enter a date for both, you can search for the Date of Last Status Change within a date range
You can either search by entering exact dates or by using dynamic dates
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Searching by Last Login Date
To start your search, go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
Module and Status, Communication and Group Filters select status(es) and option(s) to include.
Click the [Add Search Criteria] button
Search Type: Select “Login Date” from the dropdown list
Status: Select either “Has logged in” or “Has not logged in”
Optional: Enter a date to search for Login Dates On or After or On or Before a specific date. If you enter a date for both, you can search for Login Dates within a date range
You can either search by entering exact dates or by using dynamic dates
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Searching by Miscellaneous Volunteer Notes
To start your search, go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
Module and Status, Communication and Group Filters select status(es) and option(s) to include.
Click the [Add Search Criteria] button
Search Type: Select “Miscellaneous Volunteer Notes” from the dropdown list
Select the desired Match Type:
Does not have volunteer notes
Has volunteer notes
Volunteer notes contains (Enter the desired text to include in your search)
Volunteer notes does not contain (Enter the desired text to include in your search)
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Searching by Date Joined
To start your search, go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
Module and Status, Communication and Group Filters select status(es) and option(s) to include.
Click the [Add Search Criteria] button
Search Type: Select the relevant option from the dropdown list
Volunteer Date Joined
Client Date Joined
Member Date Joined
Donor Date Joined
Enter a date to search for the Date Joined On or After or On or Before a specific date. If you enter a date for both, you can search for the Date Joined within a date range.
You can either search by entering exact dates or by using dynamic dates
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search