You can add a volunteer contact to a program or subprogram in three different ways: from the contact list, directly from the contact's profile page, or via the program details page.
How to add contacts from the main Contact list to the program (see video below):
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Go to the Contacts page and find the contact you want to add. Click the "..." next to their name, then choose "Add to program" from the menu.
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A window will pop up showing a list of programs you can add them to.
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Pick the programs you want, then click "Add to program."
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You’ll get a message letting you know the contact was successfully added to the programs!
How to add contacts from the main Contact list:
How to add a volunteer contact to a program directly from the Contact's Profile page (see video below):
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Go to the Contact Profile page and find the programs section. Click on the "Add to program" button.
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A window will pop up showing a list of programs you can choose from.
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Pick the programs you want, then click "Assign."
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The programs you added will show up right away in the Programs section on the contact's profile.
How to add a contact to the program directly from the Contact's Profile page:
How to add a volunteer contact to the program from the Program Details page (see video below):
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Go to the Program Details Page and click on the Contacts tab.
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Click on Actions, then choose "Add Contacts to Program."
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Search for the contacts you want, select them, and click "Add" to confirm.
How to add a volunteer contact to the program from the Program Details page:
How to delete contacts from a program:
To remove an individual contact from the program:
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Find the contact in the list, then click the "..." next to their name. Choose "Remove from Program."
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Confirm that you want to remove the contact from the program.
Note: This contact will be removed from the program, but you can add them back later if needed. Contacts in subprograms will still be visible in the main (parent) program.
How to remove Multiple Contacts from the Program at Once:
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First, check the boxes next to the contacts you want to delete. If you prefer, you can click “Select all records” to choose all contacts at once.
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Then, click the orange “Action” button in the top right corner and choose “Remove contacts.”
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Finally, confirm that you want to remove the selected contacts.
Questions? Email us at support@pointapp.org.