Dashboard statuses as volunteer filters

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.

Open VMS Settings → Custom Assignment Filters and create a filter with Computed Donor Status, selecting the configured LYBUNT/SYBUNT status. Enable it for the intended volunteer roles. Volunteers can use it on My Assignments and Email. Imported Donor Status text is a different source. Computed status matching requires a constituent linked to a person with an active matching status; verify refreshed results.