How do I view volunteer activity for a contact?
There are multiple ways of viewing Volunteer Activity for a contact:
On the Contact Card.
- Click Contacts- Contacts & Donor Management as shown below.
- Open the contact card for the volunteer you're inquiring about.
- At the top you will be able to switch from the details page to the Volunteer Activity page.
- This section displays a list of all volunteer hours/activity performed by this volunteer. You can tag specific worked hours in this list with a custom tag if you need to classify or categorize a particular effort.
On the Volunteer page
- Click Contacts > Volunteers & Sign up Pages in the top navigation menu to access the Volunteer page.
- This page displays any volunteer events you are planning, as well as a search area that displays all volunteer hours logged in the system.
- You can use this page to filter volunteer hours. If you choose a particular volunteer to filter on in this view, then you will see the search results which will also include a total.
- You can also export this list to Excel by clicking the More Icon and selecting Export Engagement.
- You also have the option of exporting an engagement summary organized by contact.
Need Additional Help?
We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com
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