1.Click New on the tool bar and then select New again.
2.Enter a Description for the Job.
3.Click on the Pick List icon beside the Position field, then select a Position from the list and press Ok. This is a required field.
4.Click on the Pick List icon beside Client – only contacts with the Profile Name called Volunteer Client with a Profile Value of Regular will be displayed in this list. This is a required field.
Note: If the job is an internal job, select your own organisation. If it is for a particular branch or another client select the appropriate record. |
5.Search and locate the Client and then click Ok.
9.Select the Supervisor from the Pick List which consists of all volunteers.
10.Click OK to Save.