Edit

Opens the volunteer profile.

Update addresses and phones

Opens the simplified Profile Editor (name and addresses only). This is much faster to open than the volunteer profile.

Open read-only

Opens the volunteer profile for this person, but in read-only mode where no changes can be made.

View calendar

A simple calendar with all of this person's trainings, interviews and assignments.

Create new

Creates a brand-new person from scratch.

Delete this person from the system

Permanently and completely deletes this person from VSys. This removes the person from all projects, deletes all assignments, custom fields, applications, certifications, addresses, etc. and cannot be un-done once completed. Not recommended.

Edit schedule/assignments

Edits the person's assignments or add new ones.

Edit web/touchscreen (kiosk) data

Edits the person's touchscreen and/or web login information and statuses.

Edit volunteer hours

Quickly credits this person with hours worked.

Edit account records

Account records can be used for donations, tracked merit hours, and other things. Use this tool to quickly access a person's account records without opening the volunteer profile.

Check availability

Enter a date and time to see if the person is available or not at that time.

View through a custom application form

Uses a custom application form to show the person's data, but not to edit the person.

Edit with a custom application form

Edits the person using a custom application form you choose.

Comments and images for this person

Associates any number of pictures and comments with this person.

Attachments for this person

VSys allows you to attach files to a person, for example their scanned application or a Word file containing a reference from an employer. Use this to add, edit, delete and work with these attachments.

See tracked changes

Shows all changes made to this person when and by whom. Only available if tracing is enabled.

De-duplicate (merge) with another person

If you have the same person in VSys more than once, use this tool to combine the selected person either with somebody else on this list, or to search for the person to combine with.

Send this person a letter

Performs a quick mail merge to send this person the letter you select.

Send this person an SMS/text message

Sends a quick text message without having to use a letter or a letter template. Requires that SMS/text messaging be enabled.

Send this person an e-mail

Brings up your e-mail application with this person's address in it. Not available if the person doesn't have a valid e-mail address.

Print a report for this person

Shows a list of the built-in or saved reports based on people. Prints that report just for the current person.

Print a credential for this person

Brings up a list of credential/name tag layouts that you've saved to let you print one for just this person.

Copy name and address to the clipboard

Copies this person's name and address to the clipboard for you to paste into another application.

Show checkboxes

Click this to show a checkbox next to each person on the list.

Show columns

Add or remove visible columns from this list, e.g. you can show each person's e-mail address and volunteer type as columns to this list.

Selected people

Add "person name" to list

Adds this person to the list you choose. You can even make temporary lists here and use them to print reports or work with the list of selected people.

Remove from list

Removes this person from the list you choose. Not visible if the person is not on any lists.