About this feature: Birthday, Qualification and Anniversary Alerts appear in the Status Update section on an admins home page. These alerts have customizable options that can be updated using the instructions below.
Birthday Alerts
- Go to: Configuration, then click on “Alert Settings” found in the sidebar under Organization Settings
- In the General Alerts section, go to the “Birthday Alerts”
- Check the box if you only want people with a status of “Accepted” to be included in the birthday alert list
- Enter the number of days prior to a person’s birthday that you would like them to appear on the list
- Click the [Save] button
Note: The automated Birthday features are calculated from the birthdates provided in the Contact Information section of the profiles. The software will only be able to utilize information that has been entered into this field.
Qualification Alerts
- Go to: Configuration, then click on “Alert Settings” found in the sidebar under Organization Settings
- In the Volunteer Alerts section, go to the “Qualification Alerts”
- Check the box if you only want volunteers with a status of “Accepted” to be included in the expired/expiring qualifications lists
- Enter the number of days prior to the expiration of a qualification that you would like them to appear on the list
- Click the [Save] button
Anniversary Alerts
- Go to: Configuration, then click on “Alert Settings” found in the sidebar under Organization Settings
- In the Volunteer Alerts section, go to the “Anniversary Alerts”
- Check the box if you only want volunteers with a status of “Accepted” to be included in the anniversary alert list
- Enter the number of days prior to a volunteer’s anniversary that you would like them to appear on the list
- Click the [Save] button