People CRM

People CRM

People CRM is your roster of everyone who serves your mission: staff, volunteers, board members, and other team contacts. One profile follows each person across hours, waivers, and groups.

What You Can Do

• Search and filter by name, role, group, or team
• Track volunteer hours, signed waivers, and activity history
• Export your roster when grants or insurers ask for volunteer totals
• Keep donor records separate in Donor Hub while still linking related contacts

Common Tasks

Add a new volunteer

1. Open People from the main menu.
2. Click Add Person and enter contact details and role.
3. Assign groups or teams and send portal access if they will log their own hours.

Good to Know

Donor profiles live in Donor Hub. Use Contacts CRM for prospects who are not donors yet. Volunteer Scheduler and background checks may require Plus or Pro depending on your plan.

Custom fields you add for volunteers can appear on exports and reports. Keep one primary email per person so invitations and hour reminders reach the right inbox.

Activity timelines show recent hours, waivers, and group changes so coordinators answer questions without opening multiple tools. Export the roster before grant deadlines that ask for volunteer counts.

If two coordinators share updates, agree on which groups you each maintain so profiles stay current and duplicate invitations do not go out to the same volunteer.

Tag new volunteers to the right group when they first register so reports stay accurate from day one.

What You'll See

• Full profiles with contact information, roles, and history
• Which groups and teams each person belongs to
• Volunteer hours logged
• Waivers signed
• Activity timeline

Managing People

• Add People: Create new profiles for staff, volunteers, or board members

• Edit Profiles: Update contact info, roles, and custom fields

• Search & Filter: Find people by name, role, group, or team

• Export: Download your people list as a spreadsheet file