IMPORTANT: Both volunteers and clients must have the status “Accepted” in order to appear in these lists of associated volunteers/clients. When editing the client or volunteer’s profile however, associated volunteers and clients of all statuses will display.
Volunteers and Associated Clients
View a list of your volunteers that are associated with clients.
Go to People, then click on “Volunteers and Associated Clients” found in the sidebar under Connections
Mouse over the Options icon beside a volunteer or client to “View” or “Edit” their profile, or “Send Email” to email the person
Tip: Click the [Print] button at the bottom of the screen to print the list of Volunteers and their associated Clients.
Clients and Associate Volunteers
View a list of your clients that are associated with volunteers.
Go to People, then click on “Clients and Associated Volunteers” found in the sidebar under Connections
Mouse over the Options icon beside a volunteer or client to “View” or “Edit” their profile, or “Send Email” to email the person
Tip: Click the [Print] button at the bottom of the screen to print the list of Clients and their associated Volunteers.