Register volunteers for a new event directly from the event registration page

Not planned

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    CERVIS Customer Support

    Hi Erin,

    Similar functionality to what you are requesting already exists in the system.  It's not an exact match, but will definitely work better for you than your current method.

    1. Login to CERVIS.

    2. Click on the "Search / Manage Volunteer Database" link under the "Volunteer Management" section of the Main Dashboard.

    3. Click on the radio button next to "Advanced Search"

    4. On the advanced search page, scroll down and expand the "Volunteer Participation Options" section

    5. Select your desired event from the list (this will be the event that you want to copy registration from)

    6. Click on the "Search Volunteer Database" button at the bottom of the page.  This will return a list of all the volunteers registered for that event.

    7. Select the volunteers from the list of returned volunteers that you want to register for the second / follow up event.

    8. Click on the "Bulk Register" button.

    9. Select the second / follow up event from the list and click the "Register # volunteers for this event" button.

     

    Warm Regards,

    CERVIS Customer Support

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