Add a Volunteer - Step 1

When adding a volunteer, you’ll start by entering constituent information.  You’ll want to enter as much information as you have for your constituent to ensure that your fundraising efforts are maximized through the use of accurate and complete information.

It is important that you choose the correct constituent type.  You can choose between an individual (the default option), a company, or a household.  When you want to track a single person, choose Individual. When you are looking to track a group of people as a single entity, choose Household.  When you want to track an organization, corporation, foundation, school, etc. choose Company.

Adding a new volunteer to the Panorama Donor Management requires at least basic name information (first, last, or display name).  Display name is the name used to display within the Donor Management when viewing the constituent on a screen, a list, or in a report.  Click the More link if you want to include more detailed name information.

You can enter an address, phone, or email.  Be sure to accurately choose the type (business, personal, mobile, other) when adding information.  After you enter the initial constituent information you’ll be able to add additional addresses, phones, and emails.  An email address is required when adding a volunteer.

Click the Continue button when you’re ready to proceed to the next step.