Tip of the Week July 16, 2018

Setup automatic reports to remind you to change a youth volunteer’s record when they become adults

Many organizations separate adult and youth volunteers by giving them different Types in their account such as “Adult” and “Junior.” There is not a way to automatically change the volunteer’s Type when they reach a specific age, but you can create a report to automatically be run to remind you to update their records.

To do this, first create a Set to identify volunteers who have the “Junior” Type but now have an Age higher than the age category’s coverage. You will need to use the “Their Type” and “Their Age” Set rules. Once the Set has been created, create a custom Volunteer List report and select the name of the Set you created on the Include page. Save the report to run automatically on a weekly or monthly basis to remind you to update these volunteer records.

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