Tip of the Week September 10, 2018

Use the Advanced options on the Volunteer’s page to fine tune searches.

When you’re looking for groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers you select “Active” from the Status dropdown and “Adult” from the Type dropdown and then click the “All” link. Help topic 2023 explains more about how to locate volunteer records.

However, there may be times when you need even more options for locating records. The Sets feature offers one way to do this, but there is also an “Advanced options” button on the Volunteers page that opens a window with more search features. The Advanced options allow you to fine tune your searches more selectively than the Basic options do. For example, you can select to include or exclude multiple Statuses, Types, and Flags. This will allow a search for records with any Statuses except “Inactive” and “Applicant.” Or search for all records that are the “Adult” and “Intern” Types.

The Advanced options also allow you to search for archived volunteer records. To do this, check the “Archived volunteers” box before you click the “All” or letter links.

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