Notes for Volunteers Connected to Clients
👀 Notes for the volunteer allows you to offer client-specific notes to your volunteers who are working directly with a client or clients.
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👉 Add notes to a Client profile:
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Search for the Client profile in the search bar at the top and then edit/open the profile
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Navigate to the Connections tab, this will open to the Notes for Volunteer box
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Add the notes and Save at the bottom
Search for the Client profile in the search bar at the top and then edit/open the profile
Navigate to the Connections tab, this will open to the Notes for Volunteer box
Add the notes and Save at the bottom
👉 Volunteer View: The volunteer will view these notes in the Contact tab on MyImpactpage where they find the Client contact information
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🤩 Notes for the Volunteer are Private: These notes provide a secure way to communicate client information to volunteers because:
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A volunteer must be logged in to view the information
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Only volunteers directly connected to a specific client will be able to view these notes.
A volunteer must be logged in to view the information
Only volunteers directly connected to a specific client will be able to view these notes.
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📖 These help articles provide written instructions for the steps above:
Associate Volunteer with Client
View Associated Volunteers & Clients
Don’t see this feature? More info
Find all our Tips & Tricks here
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