For the established (legacy) Volunteer Management portal. These steps differ from the newer Volunteer Management interface. Staff access is determined by their assigned administrator role(s). Administrator roles have fixed capabilities; the configurable volunteer roles described here are separate from staff administrator roles.
The legacy assignment header shows HAS GIVEN only when the constituent is marked as having given and the has-given filter is present, and HAS PLEDGED under its equivalent conditions. It does not render LYBUNT/SYBUNT labels in that header. A full-record history display is a different screen. To investigate a reported disappearance or zero count, support must compare the school/interface, configured gift buckets and filters, saved values, and actual imported records; visible gifts alone do not establish the bucket result.
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