{"id":59,"date":"2019-11-26T16:13:03","date_gmt":"2019-11-26T16:13:03","guid":{"rendered":"https:\/\/www.betterimpact.tv\/ci-trialguide\/?page_id=59"},"modified":"2019-12-18T17:01:36","modified_gmt":"2019-12-18T17:01:36","slug":"04b-volunteer-client-matches-add-notes","status":"publish","type":"page","link":"https:\/\/www.betterimpact.tv\/ci-trialguide\/04b-volunteer-client-matches-add-notes\/","title":{"rendered":"04B &#8211; Volunteer-Client Matches &#8211; Add Notes"},"content":{"rendered":"<p><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/380293171\" width=\"1280\" height=\"720\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: center;\"><span class=\"col col_shortcode\"><a class=\"maxbutton-50 maxbutton maxbutton-back-to-4a\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/04a-volunteer-client-matches-add\/\"><span class='mb-text'>BACK<\/span><\/a> <a class=\"maxbutton-19 maxbutton maxbutton-go-to-4c\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/04c-volunteer-client-matches-volunteer-view\/\"><span class='mb-text'>NEXT<\/span><\/a> <\/span><\/p>\n<div id=\"accordions-178\" class=\"accordions-178 accordions\" accordionsdata={&quot;lazyLoad&quot;:true,&quot;id&quot;:&quot;178&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-178\" class=\"accordions-lazy\" accordionsId=\"178\">\r\n                    <\/div>\r\n\r\n        <div class=\"items\"  style=\"display:none\" >\r\n        \r\n                <div post_id=\"178\" 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>Client Connection Settings<\/strong><\/p>\r\n<ol>\r\n<li>Go to Configuration >> Organization Settings >> General Settings.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-179\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-1.png\" alt=\"\" width=\"1036\" height=\"478\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-1.png 1036w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-1-300x138.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-1-768x354.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-1-1024x472.png 1024w\" sizes=\"auto, (max-width: 1036px) 100vw, 1036px\" \/><\/li>\r\n<li>Click the \u201cGeneral Volunteer Settings\u201d tab.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-180\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-2.png\" alt=\"\" width=\"1019\" height=\"143\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-2.png 1019w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-2-300x42.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-2-768x108.png 768w\" sizes=\"auto, (max-width: 1019px) 100vw, 1019px\" \/><\/li>\r\n<li>Scroll down to the \u201cVolunteer Profile Section Headers\u201d section and if desired, type in the text that a volunteer will see above the \u201cConnected Clients\u201d section.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-181\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-3.png\" alt=\"\" width=\"992\" height=\"314\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-3.png 992w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-3-300x95.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-3-768x243.png 768w\" sizes=\"auto, (max-width: 992px) 100vw, 992px\" \/><\/li>\r\n<li>Scroll down to the \u201cClient Relationship Settings\u201d section and check the box(es) for clients to see their associated volunteers name and picture.<\/li>\r\n<li>Click [Save].<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-182\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-5.png\" alt=\"\" width=\"971\" height=\"181\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-5.png 971w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-5-300x56.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-5-768x143.png 768w\" sizes=\"auto, (max-width: 971px) 100vw, 971px\" \/><\/li>\r\n<li>Click the \u201cGeneral Client Settings\u201d tab.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-183\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-6.png\" alt=\"\" width=\"1033\" height=\"142\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-6.png 1033w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-6-300x41.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-6-768x106.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-6-1024x141.png 1024w\" sizes=\"auto, (max-width: 1033px) 100vw, 1033px\" \/><\/li>\r\n<li>If desired, type in the text that the client will see above their \u201cConnected Volunteers\u201d section.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-184\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-7.png\" alt=\"\" width=\"1003\" height=\"401\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-7.png 1003w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-7-300x120.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-7-768x307.png 768w\" sizes=\"auto, (max-width: 1003px) 100vw, 1003px\" \/><\/li>\r\n<li>Under the \u201cVolunteer Relationship Settings\u201d header check the box(es) to allow volunteers to see clients contact info and\/or past recorded client encounter feedback fields.<\/li>\r\n<li>Click [Save].<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-185\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-9.png\" alt=\"\" width=\"1001\" height=\"173\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-9.png 1001w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-9-300x52.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-matches-Add-notes-9-768x133.png 768w\" sizes=\"auto, (max-width: 1001px) 100vw, 1001px\" \/><\/li>\r\n<\/ol>\r\n<p><strong>Adding Client Notes Visible to the Volunteer<\/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-186\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-Matches-Add-Notes-1.png\" alt=\"\" width=\"1036\" height=\"205\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-Matches-Add-Notes-1.png 1036w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-Matches-Add-Notes-1-300x59.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-Matches-Add-Notes-1-768x152.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-Matches-Add-Notes-1-1024x203.png 1024w\" sizes=\"auto, (max-width: 1036px) 100vw, 1036px\" \/><\/li>\r\n<li>Go to the \u201cConnections\u201d tab.<\/li>\r\n<li>Enter or view any notes that have been entered for volunteers associated with this client.\u00a0 This information is only visible to administrators and the volunteers that are associated with the client.<\/li>\r\n<li>Click [Save].<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-187\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-Matches-Add-Notes-4.png\" alt=\"\" width=\"1036\" height=\"654\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-Matches-Add-Notes-4.png 1036w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-Matches-Add-Notes-4-300x189.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-Matches-Add-Notes-4-768x485.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04b-Volunteer-Client-Matches-Add-Notes-4-1024x646.png 1024w\" sizes=\"auto, (max-width: 1036px) 100vw, 1036px\" \/><\/li>\r\n<\/ol>\r\n<p>&nbsp;<\/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-59","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages\/59","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=59"}],"version-history":[{"count":0,"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/pages\/59\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-json\/wp\/v2\/media?parent=59"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}