For the established (legacy) Volunteer Management portal. Access and available actions depend on your volunteer or administrator role.
The Send an Email page builds recipients from the volunteer's assigned constituents in roles that can send email, and requires a preferred email containing an @ sign. Verify the intended school/unit, role, assignment and preferred email first. A gift existing in the database alone does not put a constituent in every volunteer's recipient list.
Recipient labels and visible filters come from the applicable standard/custom assignment filters. Check those filters and the saved gift/constituent identifiers if a donor status seems wrong. In this page, choosing a thank-you template inserts content and sets the thank-you checkbox; that action itself does not query all donors in the new fiscal year. Do not diagnose a fiscal-year synchronization bug solely because the donor gave on a particular date. The actual record and filter configuration must be reviewed to identify the cause.
Comments
0 comments
Please sign in to leave a comment.