Track Additional Contact Information Using Contacts

Tip of the Week December 2, 2024

Volunteer addresses and phone numbers are stored on the Core tab of the volunteer record. In most cases this is sufficient to track the volunteer’s information. But sometimes a volunteer record may have more than one address or phone number you want to track, such as if the volunteer is a snow bird with a seasonal address, or has a business and home address.

Track Volunteer Contacts explains how to make custom contact types for alternate contact information as well as other purposes. The Pull or Swap with Core section shows how to easily flip-flop the address and phone numbers with the Core tab.

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