Link Volunteer

If the “Individual Donor is a Volunteer, select “Link Volunteer.” This allows the user to search for existing volunteers. The “Link Volunteer” button is on the “Create Donor Screen.”

  1. If the Volunteer exists as a Donor and missed in the initial Search, an error message appears, “Volunteer is linked to another donor. Please select a different volunteer or search for the donor record established for this volunteer.”
  2. If the Volunteer is found, the user can select it and establish it as a Donor Record. Once the volunteer is located, the system automatically populates the volunteer’s information and displays it in Read Only format.
  3. If the search results are found, the next screen is “Edit Donor Screen."
  4. Once a Donor is linked to a volunteer, the user can do the following:

o   When the “Unlink Volunteer” is entered the user receives a message, “Are you sure you want to remove the volunteer link from this donor? 

 Search for Donor/Organization

1.   The system searches using the criteria entered to verify if the Organization has been established as a Donor.

2.      If no Donors are found from the search, a message appears, “Sorry, no donors were found that matched the specified criteria.”

3.      If the Donor does not exist, select Add New Donor

4.      When clicked, the “Search for Organization Screen” displays with the Organization Name.

5.      This screen pre-populates allowing the user to Search for the Organization to link to the Donor Record. The user can then execute the Search for any Organization or Local Branch matching the criteria entered.

6.      If the Organization exists as a Donor and was missed in the initial Search, an error message appears, “Organization is linked to another donor. Please select a different organization or search for the donor record established for this organization.”

7.   If the Organization is found, the user can select and establish it as a Donor Record.

o Edit Organization: This selection provides the ability to “Edit the Organization” information. The next screen to appear is the “Organization Detail Screen.”

o Once submitted, the user is returned to the Edit Donor Screen and the updated organization information is displayed.  Only Local Organizations and Local Branches within your working facility can be updated.