Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
Click on the Client's name from the list that appears
Click on the “Connections” tab
Click the “Associated Volunteers” sub-tab (if there are volunteer associations, they will be displayed)
Click the dark [+] button next to Volunteer.
Enter a few letters of the first and/or last name of the volunteer you wish to associate with this client
Optional: Check to “include archived volunteers in search”
Click the [Search] button
Select the desired volunteer by clicking the circle to the left of the name
Click the [Associate Volunteer] button
Note: A volunteer can be associated with multiple clients
IMPORTANT: This does not associate the volunteer with all the activities with which the client is associated. It does, however, enable the administrator to filter by activities related to that volunteer’s clients when assigning the volunteer to activities in their profile.