Add / View / Delete / Search Volunteer Notes

Question:

How do I add a note to a volunteer's profile?

Answer:

To ADD a note to a volunteer's profile, follow the steps below:

A note that is entered into a volunteer's profile will be visible to users with "Administrator", "Leadership Team", or "Group Leader" access level. The information will not be visible to the volunteer unless they are assigned to one of these access levels.

1. Login to your CERVIS account.
2. Click on the "Search/Manage Volunteer Database" link under the "Volunteer Management" section of the Main Dashboard.
3. Enter the volunteer's last name into the search field and click the "Search Volunteer Database" button.
4. Once the search results are displayed, click on the “Update / Edit Profile” icon ().
5. This will create a pop-up where you can scroll down near the bottom of the page and click the "Add Volunteer Note" button.
6. Enter the desired information and click the "Add Note" button. Please note that the system will automatically add the date and the person's name entering the note to the front of the text.

To VIEW the notes on a volunteer's profile, follow the steps below:

1. Login to your CERVIS account.
2. Click on the "Search/Manage Volunteer Database" link under the "Volunteer Management" section of the Main Dashboard.
3. Enter the volunteer's last name into the search field and click the "Search Volunteer Database" button.
4. Once the search results are displayed, click on the “View Profile Details” icon ().
5. This will create a pop-up where you can scroll down near the bottom of the page and locate the notes on the volunteer’s profile.

To DELETE a note from a volunteer's profile, follow the steps below:

This option is only available to users with the "Administrator" access level.

1. Login to your CERVIS account.
2. Click on the "Search/Manage Volunteer Database" link under the "Volunteer Management" section of the Main Dashboard.
3. Enter the volunteer's last name into the search field and click the "Search Volunteer Database" button.
4. Once the search results are displayed, click on the “Update Volunteer” icon  ().
5. This will create a pop-up where you can scroll down near the bottom of the page and locate the volunteer note that you would like to delete.
6. Click on the delete note icon () located just to the left side of the volunteer note that you would like to delete. Please note that once a volunteer note has been deleted, it cannot be recovered.
7. Click the "OK" button to confirm that you would like to delete the volunteer note.

To SEARCH the system for information in a volunteer note, follow the steps below:

This is an exact pattern match search only, multiple keyword search entries will not find a match unless the exact keywords are found in the exact order as entered.

1. Login to your CERVIS account.
2. Click on the "Advanced Search" link under the "Volunteer Management" section of the Main Dashboard.
3. Scroll down to the "Volunteer Note Search Options" section of the advanced search page and click on the heading to expand the section.
4. Enter the criteria you would like to search for and click the "Search Volunteer Database" button to display a list of volunteers with the specified information located in the notes assigned to their profile.

For a listing of actions that can be completed once a search result listing has been displayed, please CLICK HERE.