- Managing List View Filters for Volunteer Interactions
- Managing list views.
- Working with the contact chooser.
- Working with filters.
- List View Export Buttons (CSV, XLSX)
- Using Excel to open CSV files
- Deep Link to single VolunteerMatters Volunteer Calendar
- Overview: Managing Different Types of Volunteering
- Manage Volunteer Calendars
- Manage List Views for the Volunteer Calendar List
- Add shifts to a volunteer calendar.
- Manage List Views for Volunteer Calendar Shift Lists
Contacts and Site Users
- ★ AJLI Single-Sign-On Integration
- Update Contact ID/Membership ID
- Create a new contact record.
- Contact Detail View
- Contact Detail View: Contact Tab
- Contact Detail View: Status Tab
- Manage Interaction Types
- Manage List Views for an Interactions List
- Manage a contact's Volunteer interactions.
- Volunteer Interaction List Views
- Manage a contact's Communication or Attendance interactions.
- Manage a contact's Giving interactions.
- Assuring a high-level of email deliverability
- Send a bulk email communication.
- HTML Email Body Formatting
- Letter/label merge fields
- Manage letter templates for merges.
- Run a letter merge.
Requirements and Fulfillments
- Fulfill requirements from volunteering interactions.
- Fulfill requirements from attendance interactions.
- Importing fulfillments on requirements.
- Manage requirements.
- Assign requirements to contacts.
- Add a fulfillment record from the requirements dashboard.
Committees and Placements
- Overview of financial integration.
- Installing the Intuit Web Connector.
- Configure Accounts, Items, and Terms
- Synchronize your QuickBooks company file with VolunteerMatters
- Create a QuickBooks invoice on a requirement.
- Create a QuickBooks payment on fulfillments.
Documentation and Training Videos
- VolunteerMatters Administrative Guide
- VolunteerMatters Task Specific Training Videos
- VolunteerMatters Contact Import Quick Setup Guide
- VolunteerMatters Volunteer Project Quick Setup Guide
- VolunteerMatters Kiosk Module Add-On: Admin Guide
- VolunteerMatters Getting Started Quick Guides
Kiosk Add-On Module
- VolunteerMatters Kiosk Module Add-On : Admin Guide
- VolunteerMatters Kiosk Module Add-On : Administrative Setup
- VolunteerMatters Kiosk Module Add-On : Managing a Kiosk Session
- VolunteerMatters Kiosk Module Add-On : Personal Kiosk Session
- Manually update Kiosk volunteer assignment to remove "Absent" designation
Volunteer Registration / Application Form
- Direct URL / hyperlink to the volunteer registration form (aka volunteer application form)
- Email notifications for new registration form submissions (aka new volunteer application forms)
- Change the default "status" given to a new registrant (aka new volunteer applicant)
- Change the permissions given to a new registrant (aka new volunteer applicant)
- Customize the fields that appear on the self registration form (aka volunteer application)
- Self registration (aka volunteer application) workflow