VolunteerMatters Support

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Organizer Contact View Configuration

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Within VolunteerMatters, an Organizer has access to the Projects area where they then only have access to those projects they have been specifically assigned to by an administrator.

The organizer also has limited view-only access to the contact directory - sometimes referred to as the volunteer database. You can view a video that goes over this functionality at the bottom of this solution.

The fields available to the organizer can be set by an administrator in the configuration area of your VolunteerMatters system.  By default, the fields available to the organizer are:

  • Name
  • Email
  • Mobile Telephone
  • Emergency Contact Name
  • Emergency Contact Telephone
  • Emergency Contact Relationship
  • Skills
  • Interests
  • Availability


If you would like to add fields or remove them from an organizer’s view, an administrator can do so by:

  1. Log into your system with administrative access and then click on "Configuration". This will open a subset of links where you will click on "Organizer Contact View".

    Config_OrganizerContactView.jpg

  2.  Once on the "Detail View Configuration" page, an administrator can then move fields to and from the view by clicking on the fields and dragging and dropping them from Unused Fields to Used Fields in the desired Section and vice versa and then within Sections of the Used Fields. 

    Config_OrganizerContactView3.jpg

  3. Once you have the fields set, just scroll to the bottom and click the "Save" button (save_button.jpg). 

 

Sections

If you want to create additional Sections within the Organizer Contact View, you can do so on the configuration page by entering the Section name in the area where it states "Enter New Section Title" and then clicking the "Save" button (save_button.jpg). 

EnterNewSection.jpg


If you want to change the order of the Sections on the page, you can do so on the configuration page
 by scrolling down to the "Sections Order" area and then drag and drop the different Sections in the "View Sections" box to the desired order and then clicking the "Save" button (save_button.jpg). 

sections_display_Order.jpg


If you want to remove a Section on the page, you can do so on the configuration page by scrolling down to the "Sections Order" area and then drag and drop the Sections you wish to delete from the "View Sections" box to the "Remove View Sections" box and then clicking the "Save" button (save_button.jpg). 

Remove_Section.jpg

 

 

Organizer View Only Contact Database

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