- Go to: People, then click on either “Manage Applicants” or “Manage In Process” found in the sidebar under Volunteers:
- Manage Applicants: On the right-hand side of your screen, you will see the “Date Joined” and “Date Applied”
- Manage In Process: On the right-hand side of your screen, you will see the “Date Joined” and “Date Changed”
- Mouse over the Options icon to the left of a volunteer’s name and select the desired choice:
- View – view the volunteer’s profile
- Edit – edit the volunteer’s profile
- Send Email – send an email to the volunteer
- Send Mobile Email – send an email to the volunteer’s mobile email address
- Send Text Message – send a text message (if enabled) to the volunteer
- Change Status – change the status of the volunteer
- Archive – archive the volunteer’s profile
- Remove – remove the volunteer’s profile from your organization
- List Recent Emails – see the list of emails recently sent to the volunteer
- List Recent Text Messages – see the list of text messages recently sent to the volunteer
- Optional: Select multiple volunteers, scroll to the bottom and choose the action to apply to the selected volunteers from the “Choose Bulk Action” dropdown list
TIP: You can also access these screens by clicking on the large “Applicant” or “In Process” status number in the “Status Update” section on your administrative home page.
Date Values Explained
You may see various date values appearing on the pages to Manage Applicants or In Process profiles:
- Date Joined: date they first became a member of the organization
- Date Applied: date their status changed to Applicant
- Date Changed: date their status changed to In Process
You will only see one date value on the Manage Applicants page when the date joined is the date applied.
You may see two date values here, but only if a volunteer previously had a relationship with the organization, and was perhaps “Archived” or “Removed”, and then re-applied to the organization.