Legacy Volunteer Management
How-to guides and troubleshooting for Legacy Volunteer Management.
- Export VMS notes for an external CRM workflow
- Disable pairing notifications and understand the volunteer test-email tradeoff
- Editing or canceling a scheduled volunteer email
- Distinguish staff communications, shared resources and agreements
- Demographic assignment filters and bulk tag scope
- Deceased constituent status and volunteer deactivation
- Deliverability report link says no permission or expired
- Deactivated volunteers in Email Deliverability
- Dashboard statuses as volunteer filters
- Creating new constituent records
- Deactivate a volunteer in the established VMS
- Copying staff on volunteer email
- Communicate with volunteers and manage shared resources
- Comparing annual email activity across units
- Blank email values are not a guaranteed deletion or solicitation block
- Bulk assignment CSV template
- Bounced volunteer email reporting versus sender alerts
- Automatically insert the volunteer’s advocate link in a Legacy template
- Attach an existing volunteer tag
- Attach a volunteer email template to an existing campaign dashboard
- Assignments can override cohort visibility exclusions
- Assignment import says constituent does not exist
- Assignment import says Volunteer does not exist
- Assignment donor badges versus full gift history
- Administrator scope for pending assignment review
- Activity summary notes versus Email Deliverability
- Archiving volunteer-created Legacy email templates
- Access to administer the volunteer email-template library