Create UDFs to Track Volunteers

When you track information about your volunteers, you learn more about them and can use this knowledge to build stronger relationships.

Tip: We recommend you use the volunteer user-defined field set. For information about how to add a defined field set, refer to Add Defined Field Sets.

Alternatively, you could manually create the recommended fields. If you manually create fields, we recommend you first create a "Volunteer Information" field. Then, add the following fields based on your organization's needs.

• Volunteer Interest- - Add this as a multi-select field and apply it to the Defined Fields page of a constituent account. For values, enter areas for which your organization has volunteer opportunities, such as music, children, deliveries, etc.

• Volunteer Skill Level- Add this as multi or single select field. Its values apply to the Defined Fields page of a constituent account. For values, some organizations use numbers and others use descriptions, such as good or average.

• Volunteer Availability- Add this multi-select field and apply it to the Defined Fields page of a constituent account. For values, consider times of day such as afternoon and morning. You may want a second field to for days, such as M-F and weekend.

• Volunteer Job/Project/Event- Add this single select field and apply it to the Defined Fields page of a constituent account. For values, enter the specific events and projects.

• Volunteer Team- If your organization use teams, add this single select field and apply it to the Defined Fields page of a constituent account.

• Volunteer Hours- - Add this numeric text field and apply it Journal contacts. When you create a report, you can calculate the total hours.

• Volunteer Contact Method - Create a contact method to use for volunteer-related journal contact entries. With it, you can create a query to view your volunteer information.