Volunteers and Donors Management

Volunteers and Donors Menu

Volunteers Kanban View

Donors Kanban View

Volunteer Types Tree View

Volunteer Types Form View.

Create Volunteer Types.

Volunteer Types Tree View.

Under Configuration>Volunteer Skills.

Here we can create Volunteer skills.

Donor Types Tree View

Donor Types Form View.

Create Donor Types.

Volunteers Form View with Sales & Purchase Tab .

Under Contacts > Customer > Sale & Purchase Tab.

You can Check whether Customer is A Volunteer or a Donor.

Under Volunteer Details Tab,You Can Set The Volunteer Type and Volunteer Skill The Volunteer have.

Donors Form View With Sales & Purchase Tab.

Under Donor Details Tab,You Can Set The Donor Type For The Donor.

Create A New Project .

Under Project > Configurations > Projects>Create

Here you can select the Volunteers from the Volunteer Details Tab.

Under Project Set Visibility To Invited Portal Users And All Internal Users .

Under Project Select Tasks And You Can Assign Volunteers For A Particular Volunteer Selected From Project Details Tab .

On Adding Volunteers Inside Task It Will Automatically Add Followers Based On Volunteers Inside The Task .

Task Menu Portal My Account .

Here the user can also check the tasks he assigned in the Portal Access Menu

Portal Task View .

Print Project Report Menu.

Report Template Of Project.

Pipeline Form View With Volunteer Details Tab .

Under CRM Changing the Customer will automatically write the Volunteer Details by odoo itself.

Pipeline Form View With Donor Details Tab .

Same goes for Donor Details Changing the Customer will automatically write the Donor Details by odoo itself.