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Associate Client with Volunteer

  1. Type part of the volunteer’s name in the Quick Search bar and select the volunteer from the list that appears.
  2. Click on the “Connections” tab
  3. Click the “Associated Clients” section (if there are client associations, they will be displayed).
  4. Click the [Associate a Client with this Volunteer] button.
  5. Enter a few letters of the first and/or last name of the client you wish to associate with this volunteer.
  6. Optional: Check to “include archived clients in search”.
  7. Click the [Search] button.
  8. Select the desired client by clicking the round box to the left of the name.
  9. Click the [Associate Client] button. A volunteer can be associated with multiple clients.

      Associate Volunteer with Client

  1. Type part of the client’s name in the Quick Search bar and select the client from the list that appears.
  2. Click on the “Connections” tab.
  3. Click the “Associated Volunteers” section (if there are volunteer associations, they will be displayed).
  4. Click the [Associate a Volunteer with this Client] button.
  5. Enter a few letters of the first and/or last name of the volunteer you wish to associate with this client.
  6. Optional: Check to “include archived volunteers in search”.
  7. Click the [Search] button.
  8. Select the desired volunteer by clicking the round box to the left of the name.
  9. Click the [Associate Volunteer] button. A client can be associated with multiple volunteers.