Creating new constituent records

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.

Create the new constituents in the institution’s source CRM/data file with stable constituent IDs, include the required names/contact details and configured VMS fields, and let the configured constituent import/sync create their VMS records. Then search Constituent Management and verify the records and eligibility for volunteer assignment. VMS Constituent Management does not offer an ordinary Add New Constituent form. Creating a volunteer account, cohort, or assignment is different from creating its constituent record. Use the institution’s existing import template/job rather than inventing a universal CSV schema.