Mark a Contact as a Volunteer

1. Open the Contact Record that you want to mark as a Volunteer.

   
   
2. In the Account Info section, locate the Demographics subsection and click the pencil icon.

3. The Edit Demographics popup will appear. Next to Volunteer, click the toggle so it turns green, then click Save. The contact is now marked as a Volunteer.

   
   

   To remove the Volunteer designation, reopen the Edit Demographics popup, click the Volunteer toggle so it turns white, then click Save. The contact will no longer be marked as a Volunteer.