Volunteer Committed Amount
Volunteer committed amounts allow your volunteers to track financial commitments made by their prospects. Committed amounts show in the form of a dollar value. If you would like to have this feature enabled, please reach out to email@example.com and we can enable it for you. Once enabled, you will have a way to see the committed amount on each prospect.
Your volunteers can update the Committed Amount of their prospects by going to the Giving section of the prospect, while logged into the Volunteer platform. In the Giving section, they will see The Committed Amount value will show next to the Suggested Ask Amount under the Giving tab. There will be the option to "Update Amount" as well.
Clicking "Update Amount" will bring up a window where your Volunteer can enter the committed dollar amount. Please note, this value can be edited in the case a Volunteer enters an incorrect value.
Once saved, the committed amount will update in the admin view of the pool, so you can be assured that you're always seeing the most up-to-date committed amounts!
As an admin, you can edit a committed amount. To do this, click on the ellipses (...) icon at the top right side of the prospect record. When you click this icon, the second option of "Edit Committed Amount" will allow you to change the dollar value.
Importing Committed Amounts
You may establish historical "committed amounts" for your volunteers by importing values ahead of time. If you are importing committed amounts, your volunteers will still be able to edit the amount in the Volunteer platform, and you will still have the option to manually update committed amounts using the admin instructions above.
Exporting Committed Amounts
You can export the committed amounts entered by your volunteers by going to the EverTrue platform > Settings > Export Data and running a Volunteer Assignments export. In the export format, there will be an additional column for Committed Amount.
Reach out to firstname.lastname@example.org to implement this feature.