How to Add Notes to an Individual Volunteer Profile

1. Log into the Kinection app as an admin.
2. Click the + button (Quick Add) and select “Note” from the drop down menu.
3. Fill in the details for the note, such as the title, note type, and content.
4. Find and select the volunteer profile you want to attach the note to.
5. Click “Save” to create the note and attach it to the volunteer’s profile.

Alternatively, you can:

1. Go to the “Volunteers” section by clicking “Volunteers” in the left-hand menu.
2. Use the sorting or search functionalities to find the specific volunteer profile you want to view.
3. Click on the volunteer’s name to open their individual profile.
4. In the individual volunteer profile, click on the “Notes” tab to view any notes and HR alerts that have been added.
5. Click the “+ Note” button.
6. Enter the title, note type, and content of the note.
7. Click “Save” to create the note and attach it to the volunteer’s profile.

Video Walkthrough