Legacy Volunteer Management
How-to guides and troubleshooting for Legacy Volunteer Management.
- Repair a nickname or other Email Token in a volunteer template
- Reimagined VM composer scope
- Remove a campaign from volunteer My Assignments
- Remove all active VMS volunteers
- Registration tags and the meaning of TRUE
- Read activity classifications and email delivery separately
- Record notes, tasks, giving propensity, and volunteer messages
- Quoted phrases in Legacy constituent search
- Override one suggested ask
- Opportunity officer mappings
- Prevent volunteer self-assignment through imported fields
- Multiple cohorts and Legacy segment values
- Obsolete imported affiliations
- Multiple groups of VMS constituents
- Map Fields fields need review
- Manage VMS imports, stale records, exports, and activity reporting
- Manage volunteer roles, cohorts, handlers, and assignment requests
- Logo controls are not a universal per-role toggle
- Locate an ad-hoc SFTP report
- Let volunteers see their Email and Notes Log
- Location summary versus Home Address
- Legacy VMS send screen lacks merge-token buttons
- Inspect one volunteer’s actual assignments and constituent records
- Gift-notification configuration requires imported gift data
- Imported contact restrictions and removing a constituent
- Geographic maps of volunteer assignments
- Fiscal-year date change versus tag cleanup
- Find volunteers and preview the fields a role can see
- Find volunteer portal appearance, resources and visibility settings
- Find a constituent missing from Send an Email recipients