# 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. I f 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:

- Link Volunteer: Allows the user to search for existing volunteers. Once a Donor is linked to a volunteer, the other options can be performed.

- Edit Volunteer –Provides the ability to “Edit the Volunteer” information. The user is taken to the “Edit Volunteer Screen” to make updates. Once submitted, the user is taken back to the “Edit Donor Screen” and the updated volunteer information is displayed.

- Unlink Volunteer – The “Unlink Volunteer” button removes the “Link” between the “Volunteer Profile” to the “Donor Profile.” This separates the volunteer from the Donor.

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?”

- If “OK,” the volunteer and Donor are no longer linked. The user can enter or update the Donor information or Link to another volunteer.

- If Cancel is selected, the volunteer remains linked to the Donor.

- Merge Donor and Make Anonymous: Provides the ability to merge two existing donors into one from the “Edit Donor Screen

- Add Donation – This button is available for users to add a donation.

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.

- Once the Organization is chosen as a Donor the user can:

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.

- Add Donation – This button is available for users to add a donation from the “Edit Donor Screen.”