Using VolunteerMatters
General
- ★ Complying with Regulations Regarding Text Messaging
- ★ VolunteerMatters Glossary
- ★ Volunteer Feedback: Continuous Improvement
- VolunteerMatters Salesforce Zapier Integration Playbook
- Volunteer Experience - Assignment Withdrawal
- Managing Volunteer Dashboard Announcements
Volunteering
- ★ Create a New Volunteer Project
- Parent/Guardian Sign-Up on Behalf of Minors
- Project Resources
- Automated Timesheet Reminders (Self-Reported Hours)
- Edit Project Setup
- Minor Volunteers (<18yo): Things to Consider
Contacts and Site Users
- ★ Managing Contacts List Views
- Granting Administrative Access Roles within VolunteerMatters
- Security Administration Page
- Managing and Assigning Contact Segments
- Contacts List View Export Button (CSV)
- Contact Database Advanced Search and Quick Find
Documentation and Training Videos
Importing
Credentials
- Credential File Upload - Reducing File Size
- Creating and Editing Credentials
- Volunteer Credentials
- Credential File Uploads
- Strict versus Permissive Credentials
- Understanding Credential Statuses
Reporting
- My Volunteer History Report
- Assignment Roster Report - Across Multiple Projects
- Assignment Roster Report - Per Project
- Volunteer History Report - Across All Projects
- Volunteer History Report - Per Project
- Volunteer History Report - Per Contact