Individual as (Displayed Read Only) Link Volunteer Button Donor Last Name (required) Prefix Suffix First Name (required) Middle Name/Initial Mailing Address Street Address 1 Street Address 2 City State ZIP Code Email Address Phone Number Link Volunteer If the Individual Donor is a Volunteer, click to display the Link Volunteer Search for Volunteer Screen. This allows the user to search for existing volunteers. If the Volunteer exists as a Donor and missed in the initial Search, an error message displays, is linked to another donor. Please select a different volunteer “Volunteer or search for the donor record established for this volunteer.” 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 information volunteer’s in the Edit Donor Screen. Once a Donor is linked to a volunteer, the user can: Link Volunteer - Allows the user to search for existing volunteers. Once a Donor is linked to a volunteer, the other options can be performed. Unlink Volunteer The Unlink Volunteer button removes the link between the – Volunteer Profile to the Donor Profile. When the Unlink Volunteer is entered the user
Individual (Displayed as Read Only) Link Volunteer Button Donor Last Name (required) Prefix Suffix First Name (required) Middle Name/Initial Mailing Address Street Address 1 Street Address 2 City State ZIP Code Email Address Phone Number Link Volunteer If the Individual Donor is a Volunteer, click Link Volunteer to display the Search for Volunteer Screen. This allows the user to search for existing volunteers. If the Volunteer exists as a Donor and missed in the initial Search, an error message displays, “Volunteer is linked to another donor. Please select a different volunteer or search for the donor record established for this volunteer.” 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 in the Edit Donor Screen. Once a Donor is linked to a volunteer, the user can: Link Volunteer - Allows the user to search for existing volunteers. Once a Donor is linked to a volunteer, the other options can be performed. Unlink Volunteer – The Unlink Volunteer button removes the link between the Volunteer Profile to the Donor Profile. When the Unlink Volunteer is entered the user