Correspondence Notes

When default Correspondence Notes are established, users have the ability to select from predefined responses upon adding a correspondence note to a volunteer’s profile.

Adding a new Correspondence Note

To add a new Correspondence Note, go to Volunteers > Configure > Correspondence Notes section and click the “Add” button:

Open

Then simply type in the Correspondence Note and click “Save”:

Open

Deleting an existing Correspondence Note

To delete an existing Correspondence Note, simply click the “Delete” button next to it:

Impact

The Recruiters will be able to use the configured Correspondence Notes, when editing details of their communication with the Volunteer on the Volunteer Profile > Correspondence Tab in Volunteers > Manage.