As volunteers are assigned to your caseload, we need to make sure we keep their Approved Volunteer Opportunities, contact information, and any Volunteer Notes up to date.
This article describes how to this information from your Caseload Report.
1. Click Volunteer Caseload: Your Name.
2. Click Enable Field Editing.
Now you can update their:
Approved Volunteer Opportunities l Email l Phone l Volunteer Notes
Updating Approved Volunteer Opportunities
3. Click the Pencil in the cell you'd like to update.
4. Select the Opportunities the volunteer has been approved for.
5. Click Save.
Updating the Volunteer's Email
3. Click the Pencil in the cell you'd like to update.
4. Enter the Email.
5. Click Save.
Updating the Volunteer's Phone
3. Click the Pencil in the cell you'd like to update.
4. Enter the Home Phone.
5. Click Save.
Updating the Volunteer Notes
3. Click the Pencil in the cell you'd like to update.
4. Type your Volunteer Notes.
5. Click Save.
You can update more than one item at a time. Just make sure to hit save after making 5 to 10 changes. If your internet drops, you may lose your changes.
Updated!
