Download Volunteering Zone User Guide

Once you have completed the form click on the Add button to create the new user account contact. This
will save the details and add the contact to the list shown in the Contacts tab (status will be shown as
Approved). The user will receive an e-mail confirming that their account has been created and will include
their username and password along with a link to login to their account.
Create Contact Only
This type of contact can only be added when creating a new opportunity or event. In the Contacts page of
the opportunity or event form, enter the details of the new contact into the contact fields and click on
Assign.
Once assigned the details of the contact will be saved and shown in the contacts lookup list for future use.
The contact will also be listed in the Contacts tab as Contact Only.
To upgrade the contact to a User Account Contact, click on the Contacts tab and click on the icon located to
the right of the contact name for Create User Account.
After clicking on the icon a validation message will be shown confirming that you wish to create a user
account for the contact. By clicking Yes, the contacts form will open which you should complete with the
contacts details and user account information (some information will already be populated).
Volunteer Development Scotland
Volunteering Zone User Guide (V2).docx; Created: 9-May-11; Last Updated: 15-Aug-11
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