All people who were in VolunteerWorks on the "File"/"Volunteers" screen are now people in VSys One. Find them from the Lookup people links on the Data entry panel of the main VSys One screen.
VolunteerWorks |
VSys One Profile Editor |
DOB, Gender |
Personal data panel. |
Age |
Not converted, VSys calculates the volunteer's age based on their date of birth. |
Type |
Volunteer type |
Employer |
Company name |
SSN |
Not converted. |
Church, School, Race, Highest education, Ethnicity, Marital status, various custom fields |
Custom fields panel on the tab. |
Physician's office, name, phone |
Custom fields panel on the tab. |
"Notes" tab, "Trait notes", "Interview notes" |
On the Comments panel, or right-click on a person and select Comments and images. |
"Evaluation" tab |
Interviews panel. |
"Accounts" tab |
Accounts panel. |
"Reminder" tab |
Most reminders become certifications in VSys, find them on the Certifications panel. |
"Traits" tab |
Skills and Global job preferences on the Skills, needs, preferences panel, Languages on the Additional data panel, with most of the others appearing on the Custom fields panel. |
"Custom" tab |
Custom fields panel. Note: VSys doesn't know what your VolunteerWorks custom fields were called there, and so you may have to rename some of these fields in VSys. |
"Jobs" tab |
Job associations panel. |
"Schedule" tab |
Assignments panel in VSys. Note: past assignments are hidden by default, click the Show past link to see them. |
"Employer" tab |
If data was present, it becomes an "Employer data" certification on the Certifications panel. |
"Recognition" tab |
Awards panel. |
"Training" tab |
Training panel. |
"Mandate" tab |
Since VolunteerWorks provides relatively little information about these, they become the custom field VW Mandates on the Custom fields panel. |
"Emergency" tab |
Addresses panel. on the |
"Dates" tab |
These become various values on the Custom fields panel, and they appear on the Transitions link on the Additional data panel as well. tab on theReferral records become Volunteer source values on the Personal data panel. |
"Medical notes" |
VW Medical field on the on the Custom fields panel. |
"Categories" |
Groups and Additional groups. |
"References" |
Background Reference Check certifications on the Background checks panel. |
"Merit hours" |
These become account records in VSys. |