Searching the Volunteer Database:
You will use the “Search/Manage Volunteer Database” menu to find volunteers matching any criteria that you determine. For example, you can run a simple search by someone’s last name or an Advanced Search to find all volunteers who have an Interest Category of Mentoring and who are available on Mondays.
Almost all data within CERVIS is searchable, including Skills, Equipment, Availability, Groups, any notes that you have added to a volunteer’s profile, and most Custom Fields that you create with the exception of Sensitive Data Fields. It is recommended that you capture as much data as you can for each volunteer so your search capabilities become more powerful and help you find the volunteers that you need. You may collect some data that you don’t need right now (for example, Skills), but it may become useful down the road.
Follow these steps to search the volunteer database:
- From the Main Dashboard, select “Search/Manage Volunteer Database” from the “Volunteer Management” list.
- Select your preferred search method under the Standard Options heading (i.e. Volunteer Name or E-mail) in order to manage a volunteer's record, view a volunteer's details, or E-mail a volunteer or group of volunteers.
- Type in the related information (i.e. Smith) in the blank text-box, and select “Search Volunteer Database”.
- A list will be generated of all volunteers who match your search under Volunteer Search Result Listing (i.e. everyone who has "Smith" in their Volunteer Name or E-mail).
- Choose as few or as many criteria as you would like and select “Search Volunteer Database”.
- To start over with a blank search, select “Clear Search Selections” at the top or bottom of the page.
- Note: If there are three John Brown’s listed, the system does not know if this is three different people in the system or if the same person created three different accounts. You will have to make this determination. Also, the system only reports a duplicate entry when the names are exactly the same. The system does not know that Pamela and Pam are the same name so it will not report these as a duplicate entry when running this report.
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