Add Volunteers

You can use the Add a volunteer task to add volunteers to your database. If a volunteer is a constituent in your system, you can select the volunteer from a list. This saves time because you do not have to enter all the volunteer’s personal information. If the volunteer is not a constituent in your database, you must first add the volunteer as a constituent.

For more information about how to add constituents, see the Constituents Guide.

1. From Volunteers, select Add a volunteer. The Add a volunteer screen appears.

   When you select Add a volunteer and search for a specific constituent, the Non-Volunteer Search screen returns only those constituents not already categorized as volunteers.

2. In the Record field, select the binoculars to open the Non-Volunteer Search screen. If the constituent record already exists, search for and select the constituent. If the constituent you select is actually a household, you will be prompted to select the member of the household to add as a volunteer, as households cannot be volunteers.

   If the volunteer is not a constituent in your database, on the Non-Volunteer Search screen, select Add to add the new constituent.

3. Enter information about the volunteer in the fields. For more information about the items on this screen, see Add a Volunteer Screen.

4. To save the volunteer information, select Save.