How to Define Skills and Skill Types for Volunteers
The Volunteer Add-on allows you to record a number of things about your volunteers, like their skills and abilities. Before you can record this information about your volunteers, your Sumac Administrator (or a user with the permission to edit Field ...
How to Add and Assign Volunteer Tasks
A Task is a job that you need a volunteer to complete. For example, perhaps you're hosting an event and you need to find a volunteer to run the sign-in desk and greet attendees as they arrive. To do this, expand Time & Scheduling, and open the ...
Volunteer Add On - Overview
The Volunteer Add-on has three components: • Volunteer Types • Volunteer Facts • Volunteer & Staff Tasks List Volunteer Types Volunteer Types are checkboxes in volunteers' contact records. In the contact record, on the Basic tab, you'll see the ...
How do I set up Time Tracking?
Time tracking for Volunteers is part of the Basic CRM – every Sumac installation has as area called Time Dockets that allows you to keep track of time spent by volunteers, or even staff. For example, if you get a grant to provide transportation for ...
Time Docket field legend
See below for the list of fields available in a Sumac Time Docket record, what that field allows, and any customization options: Worker - Mandatory, and Renameable Worker Count - Renameable, and Hideable; used in cases when a group of volunteers ...