{"id":58,"date":"2019-11-26T16:11:58","date_gmt":"2019-11-26T16:11:58","guid":{"rendered":"https:\/\/www.betterimpact.tv\/ci-trialguide\/?page_id=58"},"modified":"2019-12-18T16:55:00","modified_gmt":"2019-12-18T16:55:00","slug":"04a-volunteer-client-matches-add","status":"publish","type":"page","link":"https:\/\/www.betterimpact.tv\/ci-trialguide\/04a-volunteer-client-matches-add\/","title":{"rendered":"04A &#8211; Volunteer-Client Matches &#8211; Add"},"content":{"rendered":"<p><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/380291425\" width=\"1280\" height=\"720\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: center;\"><span class=\"col col_name\"><br \/>\n<\/span> <span class=\"col col_shortcode\"> <span class=\"col col_name\"><br \/>\n<\/span> <a class=\"maxbutton-49 maxbutton maxbutton-back-to-4-intro\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/04-volunteer-client-matches-intro\/\"><span class='mb-text'>BACK<\/span><\/a> <a class=\"maxbutton-18 maxbutton maxbutton-go-to-4b\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/04b-volunteer-client-matches-add-notes\/\"><span class='mb-text'>NEXT<\/span><\/a> <\/span><\/p>\n<div id=\"accordions-169\" class=\"accordions-169 accordions\" accordionsdata={&quot;lazyLoad&quot;:true,&quot;id&quot;:&quot;169&quot;,&quot;event&quot;:&quot;click&quot;,&quot;collapsible&quot;:&quot;true&quot;,&quot;heightStyle&quot;:&quot;content&quot;,&quot;animateStyle&quot;:&quot;swing&quot;,&quot;animateDelay&quot;:1000,&quot;navigation&quot;:true,&quot;active&quot;:999,&quot;expandedOther&quot;:&quot;yes&quot;}>\r\n                <div id=\"accordions-lazy-169\" class=\"accordions-lazy\" accordionsId=\"169\">\r\n                    <\/div>\r\n\r\n        <div class=\"items\"  style=\"display:none\" >\r\n        \r\n                <div post_id=\"169\" itemcount=\"0\"  header_id=\"header-1574785869030\" id=\"header-1574785869030\" style=\"\" class=\"accordions-head head1574785869030 border-none\" toggle-text=\"\" main-text=\"CLICK FOR STEP BY STEP INSTRUCTIONS\">\r\n                                            <span id=\"accordion-icons-1574785869030\" class=\"accordion-icons\">\r\n                            <span class=\"accordion-icon-active accordion-plus\"><i class=\"fa fas fa-chevron-up\"><\/i><\/span>\r\n                            <span class=\"accordion-icon-inactive accordion-minus\"><i class=\"fa fas fa-chevron-down\"><\/i><\/span>\r\n                        <\/span>\r\n                        <span id=\"header-text-1574785869030\" class=\"accordions-head-title\">CLICK FOR STEP BY STEP INSTRUCTIONS<\/span>\r\n                                    <\/div>\r\n                <div class=\"accordion-content content1574785869030 \">\r\n                    <p><strong>Associate Client with Volunteer<\/strong><\/p>\r\n<ol>\r\n<li>Type part of the volunteer\u2019s name in the Quick Search bar and select the volunteer from the list that appears.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-170\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-1.png\" alt=\"\" width=\"1042\" height=\"206\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-1.png 1042w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-1-300x59.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-1-768x152.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-1-1024x202.png 1024w\" sizes=\"auto, (max-width: 1042px) 100vw, 1042px\" \/><\/li>\r\n<li>Click on the \u201cConnections\u201d tab<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-171\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-2.png\" alt=\"\" width=\"1031\" height=\"254\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-2.png 1031w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-2-300x74.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-2-768x189.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-2-1024x252.png 1024w\" sizes=\"auto, (max-width: 1031px) 100vw, 1031px\" \/><\/li>\r\n<li>Click the \u201cAssociated Clients\u201d section (if there are client associations, they will be displayed).<\/li>\r\n<li>Click the [Associate a Client with this Volunteer] button.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-172\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-4.png\" alt=\"\" width=\"1033\" height=\"174\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-4.png 1033w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-4-300x51.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-4-768x129.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-4-1024x172.png 1024w\" sizes=\"auto, (max-width: 1033px) 100vw, 1033px\" \/><\/li>\r\n<li>Enter a few letters of the first and\/or last name of the client you wish to associate with this volunteer.<\/li>\r\n<li>Optional: Check to \u201cinclude archived clients in search\u201d.<\/li>\r\n<li>Click the [Search] button.<\/li>\r\n<li>Select the desired client by clicking the round box to the left of the name.<\/li>\r\n<li>Click the [Associate Client] button. A volunteer can be associated with multiple clients.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-173\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-9.png\" alt=\"\" width=\"801\" height=\"396\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-9.png 801w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-9-300x148.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-9-768x380.png 768w\" sizes=\"auto, (max-width: 801px) 100vw, 801px\" \/><\/li>\r\n<\/ol>\r\n<p>\u00a0 \u00a0 \u00a0 <strong>Associate Volunteer with Client<\/strong><\/p>\r\n<ol>\r\n<li>Type part of the client\u2019s name in the Quick Search bar and select the client from the list that appears.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-174\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-1-1.png\" alt=\"\" width=\"1037\" height=\"207\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-1-1.png 1037w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-1-1-300x60.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-1-1-768x153.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-1-1-1024x204.png 1024w\" sizes=\"auto, (max-width: 1037px) 100vw, 1037px\" \/><\/li>\r\n<li>Click on the \u201cConnections\u201d tab.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-175\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-2-1.png\" alt=\"\" width=\"1031\" height=\"128\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-2-1.png 1031w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-2-1-300x37.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-2-1-768x95.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-2-1-1024x127.png 1024w\" sizes=\"auto, (max-width: 1031px) 100vw, 1031px\" \/><\/li>\r\n<li>Click the \u201cAssociated Volunteers\u201d section (if there are volunteer associations, they will be displayed).<\/li>\r\n<li>Click the [Associate a Volunteer with this Client] button.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-176\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-4-1.png\" alt=\"\" width=\"1033\" height=\"217\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-4-1.png 1033w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-4-1-300x63.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-4-1-768x161.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-4-1-1024x215.png 1024w\" sizes=\"auto, (max-width: 1033px) 100vw, 1033px\" \/><\/li>\r\n<li>Enter a few letters of the first and\/or last name of the volunteer you wish to associate with this client.<\/li>\r\n<li>Optional: Check to \u201cinclude archived volunteers in search\u201d.<\/li>\r\n<li>Click the [Search] button.<\/li>\r\n<li>Select the desired volunteer by clicking the round box to the left of the name.<\/li>\r\n<li>Click the [Associate Volunteer] button. A client can be associated with multiple volunteers.<\/li>\r\n<\/ol>\r\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-177\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-9-1.png\" alt=\"\" width=\"800\" height=\"398\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-9-1.png 800w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-9-1-300x149.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04a-Volunteer-Client-Matches-Create-association-9-1-768x382.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/> \u00a0 \u00a0<\/p>                <\/div>\r\n            <\/div>\r\n\r\n\r\n    \r\n                <\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-58","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages\/58","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/comments?post=58"}],"version-history":[{"count":0,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages\/58\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/media?parent=58"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}