{"id":61,"date":"2019-11-26T16:14:15","date_gmt":"2019-11-26T16:14:15","guid":{"rendered":"https:\/\/www.betterimpact.tv\/ci-trialguide\/?page_id=61"},"modified":"2019-12-18T17:09:49","modified_gmt":"2019-12-18T17:09:49","slug":"04d-volunteer-client-matches-view","status":"publish","type":"page","link":"https:\/\/www.betterimpact.tv\/ci-trialguide\/04d-volunteer-client-matches-view\/","title":{"rendered":"04D &#8211; Volunteer Client Matches &#8211; View"},"content":{"rendered":"<p><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/380295282\" width=\"1280\" height=\"720\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: center;\"><span class=\"col col_shortcode\"><span class=\"col col_name\"><br \/>\n<\/span> <a class=\"maxbutton-52 maxbutton maxbutton-back-to-4c\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/04c-volunteer-client-matches-volunteer-view\/\"><span class='mb-text'>BACK<\/span><\/a> <a class=\"maxbutton-21 maxbutton maxbutton-go-to-5-intro\" href=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/05-client-interactions-introduction\/\"><span class='mb-text'>NEXT<\/span><\/a> <\/span><\/p>\n<div id=\"accordions-193\" class=\"accordions-193 accordions\" accordionsdata={&quot;lazyLoad&quot;:true,&quot;id&quot;:&quot;193&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-193\" class=\"accordions-lazy\" accordionsId=\"193\">\r\n                    <\/div>\r\n\r\n        <div class=\"items\"  style=\"display:none\" >\r\n        \r\n                <div post_id=\"193\" 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>Volunteers and Associated Clients<\/strong> View a list of your volunteers that are associated with clients.<\/p>\r\n<ol>\r\n<li>Go to: People >> Connections >> Volunteers and Associated Clients.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-194\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-1.png\" alt=\"\" width=\"1038\" height=\"380\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-1.png 1038w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-1-300x110.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-1-768x281.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-1-1024x375.png 1024w\" sizes=\"auto, (max-width: 1038px) 100vw, 1038px\" \/><\/li>\r\n<li>If you hover over the Options [ ] icon beside a volunteer or client, you can \u201cView\u201d or \u201cEdit\u201d their profile or \u201cSend Email\u201d to that person.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-195\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-2.png\" alt=\"\" width=\"1014\" height=\"545\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-2.png 1014w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-2-300x161.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-2-768x413.png 768w\" sizes=\"auto, (max-width: 1014px) 100vw, 1014px\" \/><\/li>\r\n<\/ol>\r\n<p><strong>\u00a0<\/strong> <strong>Clients and Associated Volunteers<\/strong> View a list of your clients that are associated with volunteers.<\/p>\r\n<ol>\r\n<li>Go to: People >> Connections >> Clients and Associated Volunteers.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-196\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-1-1.png\" alt=\"\" width=\"1039\" height=\"379\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-1-1.png 1039w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-1-1-300x109.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-1-1-768x280.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-1-1-1024x374.png 1024w\" sizes=\"auto, (max-width: 1039px) 100vw, 1039px\" \/><\/li>\r\n<li>If you hover over the Options [ ] icon beside a volunteer or client, you can \u201cView\u201d or \u201cEdit\u201d their profile or \u201cSend Email\u201d to that person.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-197\" src=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-2-1.png\" alt=\"\" width=\"1039\" height=\"433\" srcset=\"https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-2-1.png 1039w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-2-1-300x125.png 300w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-2-1-768x320.png 768w, https:\/\/www.betterimpact.tv\/ci-trialguide\/wp-content\/uploads\/sites\/16\/2019\/11\/04d-Volunteer-Client-Matches-View-Associations-2-1-1024x427.png 1024w\" sizes=\"auto, (max-width: 1039px) 100vw, 1039px\" \/><\/li>\r\n<\/ol>                <\/div>\r\n            <\/div>\r\n\r\n\r\n    \r\n                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