Calendar Enhancements and Volunteer Integration

Introduction

The CharityEngine calendar has been enhanced to provide a more complete view of organizational activity by incorporating volunteer posts directly into the calendar experience. Users can now view activities, events, volunteer posts, and initiatives in a single location, making it easier to coordinate schedules and manage upcoming commitments.

In addition, new calendar configuration options allow users to control which record types are displayed, while a new Add button enables quick record creation directly from the calendar interface.

Table of Contents

1. Overview of Calendar Enhancements

2. Configure Calendar Display Options

3. Create Records from the Calendar

4. Benefits of Volunteer Integration

5. Outcome

6. FAQ & Further Reading

Prerequisites

No prerequisite required.

Users must have appropriate permissions to view or create the record types available within the calendar.

Overview of Calendar Enhancements

The enhanced calendar experience provides a centralized view of key organizational activities and scheduling information.

Supported calendar record types include:

• Activities

• Events

• Volunteer Posts

• Initiatives

Users can choose which record types appear on the calendar, helping reduce clutter and allowing teams to focus on the information most relevant to their role.

Instructions: Configure Calendar Display Options

Step 1: Access the Calendar

Navigate to People > Calendar.

Step 2: Open Calendar Configuration

Click the Configure button located on the top right of the calendar.

Step 3: Select Record Types

Choose the record types that should be displayed on the calendar.

Available options include:

• Activities

• Events

• Volunteer Posts

• Initiatives

Step 4: Save Configuration

Save the configuration settings to refresh the calendar and display the selected record types.

Instructions: Create Records from the Calendar

Step 1: Access the Calendar

Navigate to People > Calendar.

Step 2: Click Add

Select the + button on the top right of the calendar.

Step 3: Choose a Record Type

Select the type of record to create based on available options and user permissions.

Examples may include:

• Activity

• Event

• Volunteer Post

• Initiative

Step 4: Complete Record Details

Enter the required information for the selected record type.

Step 5: Save the Record

Save the new record. Once saved, the item will appear on the calendar according to the selected display configuration.

Benefits of Volunteer Integration

The addition of volunteer posts to the calendar provides organizations with improved visibility into volunteer scheduling and engagement activities.

Key benefits include:

• Centralized visibility of volunteer opportunities and organizational activities

• Improved scheduling coordination across departments

• Reduced need to switch between multiple screens to review upcoming commitments

• Faster record creation directly from the calendar

• More personalized calendar views through configurable display settings

Outcome

After completing these steps, users will be able to view volunteer posts alongside activities, events, and initiatives within the calendar. Users can customize their calendar display through the Configure option and create new records directly from the calendar using the Add button, providing a more streamlined scheduling and planning experience.

FAQ & Further Reading

Q. Can users hide certain record types from the calendar?

A. Yes. The Configure option allows users to select which record types are displayed on the calendar.

Q. What record types can be displayed on the calendar?

A. Depending on permissions and configuration, users can display Activities, Events, Volunteer Posts, and Initiatives.

Q. Can records be created directly from the calendar?

A. Yes. The Add button allows users to create supported records without navigating away from the calendar screen.

Q. Will newly created records automatically appear on the calendar?

A. Yes. Records will appear on the calendar when they meet the display criteria established through the calendar configuration settings.