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  4. Searching by Volunteer Anniversary (Years of Service)

Searching by Volunteer Anniversary (Years of Service)

About this feature: The automated Anniversaries feature is calculated from the profiles’ Date Joined; found in the Miscellaneous section of all profiles. The Date Joined is the original date the application form was completed and submitted to the organization. 

  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 
  1. Module and Status, Communication and Group Filters select status(es) and option(s) to include 
  1. Click the [Add Search Criteria] button 
  1. Search Type: Select “Volunteer Anniversary” from the dropdown list 
  1. You can either search by entering exact dates (month and day values) or by using dynamic dates  
  1. Years of Service: Select a desired option from the dropdown menu, and enter a number of years into the associated field(s) 
  1. Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search 
Updated on March 30, 2021

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