- This tutorial will cover how to add, edit and remove venues from volunteer activities within Fundly CRM.
- Starting from the Volunteer Activity tab of the Manage Volunteer Activity screen for the activity you wish to configure, you will find the section for Venues in the upper right of the screen, under Venue Address.
- To add a new venue click on the Add(plus) button in the Venue Address area.
- This will open the Activity Venue popup screen from which you can specify the details and address information about the venue.
- Start by putting in the Title of the venue, which should be a basic description or name of the location, and will be used to identify the venue in other areas of Fundly CRM.
- If this venue has been used for other activities, the title will be available for selection from the Title field as a drop down.
- If you have the address information available, fill it out, in the appropriate fields.
- The Google Map URL field allows you to embed a Google Map of the venue on your public site, if it has been integrated with Fundly CRM.
- Be sure to use the long URL provided by Google Maps, as the short URL will not function properly, nor be able to be displayed.
- Once you have completed entering the Venue information click on OK which will save your changes and add the venue.
- To edit a venue click on the Edit(pencil) button to the left of the venue entry, which will open up the Activity Venue popup screen once more.
- To delete a venue, simply click on the Delete(X) button to the left of the venue entry.
- When you are done configuring venues click the Save & Close button, or to proceed to configuring volunteer positions click on Save & Proceed.
- This concludes the tutorial of adding, editing and deleting venues from volunteer activities.
- To continue with the process of configuring a new volunteer activity, please proceed to the next tutorial on working with volunteer positions.
Comments
0 comments
Article is closed for comments.