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Add, edit web links in volunteer history items

This article describes how to use web addresses in volunteer history items to link to another website.

This feature is useful for programs that want to link to online documents such as required volunteer background checks, conduct agreements, or completed training documents.

Clickable web links:

  • can only be added by people with admin account privileges
  • appear in the Comment field of any basic or site-specific history item
  • must begin with https
  • must be the only text in the Comment field - just the URL, no extra words

The full URL does not appear on the Volunteer>History screen. You will only see "https" in the Comment field.
221205_Vol_hist_item_Web_Link.jpg

Add a clickable web link to a NEW history item

  1. On the Volunteers tab, search for and select the desired volunteer.
  2. From the Volunteer>Summary screen, click the History tab.
  3. Use the form at the top of the page to create a new history item. In the Comment field, paste the URL of the destination web page. It must begin with https and cannot contain any extra words.
  4. Click the Save button.
    221205_form_vol_hist_item.jpg

Add a link to an EXISTING history item

  1. On the Volunteers tab, search for and select the desired volunteer.
  2. From the Volunteer>Summary screen, click the History tab.
  3. Select the desired history row.
  4. In the Comment field, paste the URL of the destination web page. It must begin with https and cannot contain any extra words.
  5. Click the Save Changes button.

Edit or remove a web link

  1. On the Volunteers tab, search for and select the desired volunteer.
  2. From the Volunteers>Summary screen, click the History tab.
  3. Click anywhere in the desired history row except on the https link.
  4. Update or delete the web address from the Comment field.
    Note: if you click the Remove this History link, the entire history item, not just the URL, will be deleted.
  5. Click the Save Changes button.
    221205_edit__delete_link.jpg
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