TormanoA volunteer is a contact with extra fields for skills and scheduling. The Volunteers page has four tabs: Volunteers, Dashboard, Schedule, and Hours.
Creating a volunteer
Every volunteer is linked to a contact. Use + Quick Create > Volunteer, or add one from the Volunteers tab. The form asks for the contact, a status (Active to begin with), their skills, and any notes.
Volunteer-specific fields
- Skills: your own list, such as event setup, tutoring, or driving.
- Availability: when they can serve.
- Background check: a checkbox plus the date it was completed, so you can see when it needs renewing.
- Emergency contact: who to call, and on what number.
For anything these don’t cover, add your own fields under Settings > Custom Fields.
Volunteer dashboard
The Dashboard tab shows four figures: Total Volunteers, Active, Total Hours, and Pending Approvals. Beside them sit a Top Volunteers leaderboard ranked by hours and Quick Actions for creating a shift or logging hours.