Opportunities are grouped by categories for 2 reasons.

1) It acts as another way for volunteers to search for opportunities.

2) Volunteers can report on category related KPIs (for example how many hours have been logged on opportunities related to each category).

How to setup a category

1) Go to [ADMIN MENU] OPPORTUNITIES & PROVIDERS > OPPORTUNITY CATEGORIES

2) Click on the ADD CATEGORY button

3) Type in the name of the category and select the colour you want to use.

4) Click the ADD NEW CATEGORY button

How to remove a category

1) Go to [ADMIN MENU] OPPORTUNITIES & PROVIDERS > OPPORTUNITY CATEGORIES

2) Click on the REMOVE button next to the category you want to remove

NOTE: The number next to each category indicates how many opportunities are linked to that category.  You can not remove a category with one or more opportunities linked to it, you have to first change the name of the category for all opportunities linked to that category.  Once the category shows no opportunities linked to it, then you can remove the category.

 

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