Viewing Feedback and Encounters on Client Profiles | Better Impact Help Center
Viewing Feedback and Encounters on Client Profiles
👀 When a volunteer logs hours and Feedback Fields to a client-associated Activity or logs a Client Encounter, in addition to reports, that data is available to administrators within the Client’s profile.
_________________________
👉Viewing Volunteer entries on the Client’s profile:
-
As volunteers work with clients, they will be either logging hours with Feedback Fields, logging Client Encounters, or both.
-
To view this data on the Client’s profile:
-
Search their name in the search bar at the top and open the profile
-
Navigate to the Connections tab
-
To see the Client’s associated Activities and connected Volunteers select: Associated Volunteers
-
To see the hours logged with Feedback Fields by volunteers on the Client’s associated Activities select: Hours and Feedback
-
To see the Encounters with Client Reporting Fields logged by connected Volunteers select: Encounters
-
As volunteers work with clients, they will be either logging hours with Feedback Fields, logging Client Encounters, or both.
To view this data on the Client’s profile:
Search their name in the search bar at the top and open the profile
Search their name in the search bar at the top and open the profile
Navigate to the Connections tab
Navigate to the Connections tab
To see the Client’s associated Activities and connected Volunteers select: Associated Volunteers
To see the Client’s associated Activities and connected Volunteers select: Associated Volunteers
To see the hours logged with Feedback Fields by volunteers on the Client’s associated Activities select: Hours and Feedback
To see the hours logged with Feedback Fields by volunteers on the Client’s associated Activities select: Hours and Feedback
To see the Encounters with Client Reporting Fields logged by connected Volunteers select: Encounters
To see the Encounters with Client Reporting Fields logged by connected Volunteers select: Encounters
_________________________
📖 These help articles provide written instructions for the steps above: 
Don’t see this feature? More info
Find all our Tips & Tricks here
_________________________
đź‘‹ Click Here to Join a User Group! - Learn more tips like this and connect with other administrators like you!


