You can add four different types of “hours worked” to an email:
Lifetime Hours across the Organization
Custom Range of Hours for the Organization
Total Hours in an Opportunity
Custom Range of Hours for an Opportunity
To add information about hours worked to an email, do the following:
At the organization level, click Opportunities.
On the opportunities list, click an opportunity.
In the opportunity, click Volunteer List
.
On the volunteer list, select one or more recipients.
Click Take Action
.Hover over Send, then click Message.
On the Send Message to Selected Volunteers page, place your cursor where you would like to insert the number of hours worked.
Click Personalize.
Click the drop-down menu, then select Total Hours Worked.
Select the type of information to insert.
If you select Lifetime Hours (Across Organization), the hours information is immediately inserted at the cursor.
If you select Hours Custom Range (Across Organization):
From the drop-down menu, select a time range.
(Optional) To display hours worked for one or more opportunities, instead of for all opportunities, enable the Inserting Hours Worked across all Opportunities option. Select one or more opportunities from the list, then click Insert.
If you select Total Hours (In Opportunity), select one or more opportunities from the list, then click Insert.
If you select Hours Custom Range (In Opportunity):
Select a date range.
Click Insert.
Select one or more opportunities from the list, then click Insert.
Customize the email as needed. Note that the information about hours worked displays as the number of hours followed by the word “hour” or “hours”.
(Optional) Click Preview to see what the email will look like.
(Optional) Click Send Test to send a test email to yourself.
(Optional) Click Save as New to save the email as a new template so that you can reuse it across opportunities or at the organization level.
Click Send Now to send the message.