We automate nonprofit operations so you can do more of what matters most.

Filter Volunteers

The volunteer list can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count of volunteers, based on your selected criteria.

 

As an example, if you wanted to know how many volunteers you have obtained from your latest email marketing campaign, you could select "My Marketing Email Campaign" from the "Associated Campaign" drop down list. Click the "Filter Volunteers" button. You will see the pink "total records" label above the list has changed and gives you a total count of all volunteers who were obtained as the result of your specific email marketing campaign. The list has also changed, and displays only volunteers who were obtained as the result of your specific email marketing campaign.

 

To filter the volunteer list, click the "Advanced Search & Filter" button...

 

 

 

The "Advanced Search/Filter" panel will open above the volunteer list...

 

 

 

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results.

Volunteers can be filtered specifically by volunteer status, and associated campaign.

Click the "Filter Volunteers" button and the list will display only the volunteers that meet the selected criteria.