I have a small group and we are trying to organize volunteers.
Can someone please suggest a good route for using CB for this.
Users should be able to fill out a form (or custom profile fields) with such information as skill level, location, availability, etc.
This info will help our group leaders select best candidates to contact for projects.
- This info should be displayed in a list view with filter options.
- Not everybody should have access to this list necessarily, only group leaders.
- If possible leaders should be able to leave notes linked to user (so we don't call the same person twice for example)
Is CB a good mix for this sort of need.
Any ideas or feedback on how to manage volunteers would be much appreciated.
r083rt wrote: I have a small group and we are trying to organize volunteers.
Can someone please suggest a good route for using CB for this.
Users should be able to fill out a form (or custom profile fields) with such information as skill level, location, availability, etc.
This info will help our group leaders select best candidates to contact for projects.
- This info should be displayed in a list view with filter options.
- Not everybody should have access to this list necessarily, only group leaders.
- If possible leaders should be able to leave notes linked to user (so we don't call the same person twice for example)
Is CB a good mix for this sort of need.
Any ideas or feedback on how to manage volunteers would be much appreciated.
Thanks!
Not really a presales question ...
I guess you can take that route and have each volunteer actually signup on your website.
But CB is not a CRM.
Perhaps you should look at something like civiCRM instead for this use case.
True. Wasn't sure where to post and since I haven't bought the component seemed fitting that it's a pre-sale Q.
I see what you're saying about CB not being a CRM. I tried civiCRM but it's a beast compared to what I'm looking for and it slowed down my site. Maybe I could have worked with it some more to set it up better. Still seeking other options besides civiCRM.