Search - By the Date of the Last Volunteer Status Change

Volunteers can begin with your organization with a status of “Applicant” or “Accepted”. You can change their status at any time. For example, you may wish to change a volunteer that will be away for an extended period of time to a status of “Inactive – Long Term”. If you have a volunteer that has moved out of the area (but you still wish to retain the profile), you can change the status to “Archived – Moved”.

1. Go to: People >> Search (or any other menu option that uses the search feature) – Click here and scroll down for a video on all of step 1.
2. In the “Module and Status Filters” section, select the desired statuses to include in the search. If you make multiple selections, you can include people that have:
   • Any of the selected modules and any of the selected statuses
   • All of the selected modules and any of the selected statuses
3. In the “Communications Filters” section, optionally select the desired choice. Settings are broken down into three categories. You can make one selection from each category:
   • Email: Don’t Filter (default), Has Email, Has No Email
   • Mobile Email: Don’t Filter (default), Has Mobile Email, Has No Mobile Email
   • Text Messaging [this will only appear if Text Messaging has been enabled]: Don’t Filter (default), Has text messaging enabled, Does not have text messaging enabled
4. In the “Group Filters” section, optionally select the desired choice: Don’t Filter (default), Individuals Only (profiles associated with one person only), Groups Only (profiles that have been defined as representing a group)
5. Click the [Add Search Criteria] button. The available criteria corresponding to your module selections will appear first in the list, followed by other criteria. Instead of scrolling through the list, you can type a few letters of the criteria you want to use.
6. Select Date of Last Volunteer Status Change from the drop-down list. You’ll be able to enter a value for “On Or After” (status changed after the date entered), “On Or Before” (status changed before the date entered) or both fields (status changed between the two dates entered).
   • You can either search by entering exact dates or by using dynamic dates.
7. Click the [Add] button to add the current search criteria to the list of things to include in the list and leave the screen ready for you to add something else – No search will be run yet.  OR:
   • Click the [Add and Go] button to add the current search criteria to the list of things to include in the list and to execute a search. – A search will be run.

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