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New tools to organize and sort your Volunteers and Staff

On the heels of Internal Chat we’re introducing yet another Volunteer and Staff feature. We’ve recently enhanced the ability to search and sort on the Volunteer and Staff page. You can use the new “Search” function on the right, just above the list of users, to search for specific names, aliases, preferred shift types and times, and more.

Helpline volunteer staff main page search

A companion feature lets Admins create checkboxes for shift preferences. Those shift preferences can then be selected in each person’s profile. In this way, you could note, for example, who likes chat shifts, who is available filling in at the last minute, or who likes to work Tuesday afternoons. Admins set up those checkboxes in the Shifts tab in Admin Tools.

Last but not least, you can now assign Skills and Achievements to multiple people concurrently. For example, if 30 people in your organization completed CPR training together, you could now mark that as complete for all of them with just a few clicks. To do so, put a checkmark in front of the names on the main Volunteer and Staff page, then scroll to the bottom of the screen and click “Assign Skills & Achievements.”

Helpline Volunteer and staff skills and achievements

We sure hope you enjoy these new enhancements and that they increase the efficiency with which you complete volunteer and staff related administrative tasks. Whether it’s more easily finding the volunteer profile you need to access, quickly adding a new skill or achievement to a group of folks who attended the same training, or speedily locating all the volunteers who can potentially help fill a morning shift, we think you’ll make great use out of these enhancements and that they will save you some extra time and clicks as you navigate through iCarol.

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