Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
Click on the person’s name from the list that appears
Click on the “Connections” tab
Click the “Associated Clients” section (if there are client associations, they will be displayed)
Click the [Associate a Client with this Volunteer] button
Enter a few letters of the first and/or last name of the client you wish to associate with this volunteer
Optional: Check to “include archived clients in search”
Click the [Search] button
Select the desired client by clicking the circle to the left of the name
Click the [Associate Client] button
Note: A volunteer can be associated with multiple clients
Note: If the client is associated with any activities, they will be displayed below in the “Clients” section.