Clients Associated with Volunteers
Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
Module, Status and Communication: select status(es) and option(s) to include
Click the [Add Search Criteria] button
Search Type: Select “Client Connections” from the dropdown list
Select the desired Status from the dropdown list:
Client is associated with volunteers
Client is not associated with volunteers
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
Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
Module, Status and Communication: select status(es) and option(s) to include
Click the [Add Search Criteria] button
Search Type: Select “Volunteer Connections” from the dropdown list
Select the desired Status from the drop-down list:
Volunteer is associated with clients
Volunteer is not associated with clients
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search