Add Another Module

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar. 
  1. Click on the volunteer’s name when it appears in the list 
  1. In the “Main” tab, click on the “Miscellaneous” sub-tab 
  1. Select the appropriate section (i.e. “Volunteer”, “Administrator”, “Client”, “Member”, “Donor”) 
  1. Select the desired status for the selected module 
  1. Click the [Add to Module] button 

Note: The Modules that display in the “Miscellaneous” section will depend on what options have been purchased by your organization. 

Updated on March 30, 2021

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