Save the filters, columns, and column sort orders you set on the Volunteers list as a custom view, so you can return to a setup later without building it again.
The System Default Views folder includes several pre-made and common views, such as Top Contributors and Unclaimed Accounts. You can use these and create additional custom views.
For example, a membership coordinator can save one view for active volunteers with upcoming shifts and another for volunteers who joined this year, then switch between them in a couple of clicks.
You can also perform the following tasks with views:
Bookmark a view for quick access from the Volunteers list.
Group and organize views into folders.
Set a default view that appears automatically when you open the Volunteers page.
Export a custom view after creating one.
Note: Views are specific to the organization-level Volunteers list.
Before You Begin
Your permissions determine what you can do with views:
Most Organization Manager roles can create, save, apply, bookmark, and organize views.
Read-Only Full Organization Managers can apply views and choose columns, but cannot save views or add volunteers.
To view Pending Applications or Rejected Applications, read Where do I find my pending applications? or Where do I find my rejected applications?. This article describes how to apply custom views from the Views page.
Create Views
Set up the Volunteers list the way you want it, then save that setup as a view that combines your filters, columns, and column sort orders.
Save New Views
To save a new view:
On the organization home page, click Volunteers.
Apply the filters you want. To learn how, read Combine Filters with And or Or Logic on the Volunteers List and Use Filters.
Choose and arrange the columns you want to show. To learn how, read Manage Columns on the Volunteers List.
Click Save View, and then click Save as New View.
Enter the Title for the view.
(Optional) Enter the Description of the view.
(Optional) Enter the Folder that contains the view. You can type in a new folder name that saving the view will create automatically. Or, you can select an existing folder.
Select Private or Shared to choose your privacy settings for the view.
Note: Only Full Organization Managers can create a public view, which is visible to all managers in the organization.(Optional) To make the new view your default view that opens every time you open the Volunteers page, select Set as my default view for this tab.
(Optional) To bookmark the new view, select Bookmark This View.
Review your view. The Save as New View screen shows the columns, filters, sort order, and filter logic for the new view.
Click Save as New View.
Save Changes to Existing Views
On the organization home page, click Volunteers.
Apply the filters you want. To learn how, read Combine Filters with And or Or Logic on the Volunteers List and Use Filters.
Choose and arrange the columns you want to show. To learn how, read Manage Columns on the Volunteers List.
Click Save View, and then click Save changes to “[name of your view]”.
Your changes save immediately.
Edit Views
You can edit any custom view that you create. You can’t edit system template views such as those originally in the System Default Views folder.
To edit the details of a saved custom view:
On the organization home page, click Volunteers.
Click Views.
Search for the view you want from the All Views tab, the Folders tab, or the Search bar on either tab.
Tip: Click Expand All to view more information about the views including the number of filters and columns, who created it, the view’s visibility, and the date of its last modification. To view less, click Collapse All.
On a view, click the ellipsis, and then click Edit View.
Edit the Title, Description, Folder, visibility, default status, or bookmark status for the view.
Click Update View.
Apply Views
Apply a custom view to set the Volunteers list to a combination of filters, columns, and sort orders you saved.
To apply a saved view:
On the organization home page, click Volunteers.
Click Views.
Search for the view you want from the All Views tab, the Folders tab, or the Search bar on either tab.
Tip: Click Expand All to view more information about the views including the number of filters and columns, who created it, the view’s visibility, and the date of its last modification. To view less, click Collapse All.
To apply a view to the Volunteers list, select a view from the Views page. The Volunteers list updates to that view.
To exit the Views page, click Done, X, or another point on the page outside that area.
Bookmark Views
Bookmark the views you use the most so you can open them quickly. To bookmark a custom view you already saved:
On the organization home page, click Volunteers.
Click Views.
Search for the view you want from the All Views tab, the Folders tab, or the Search bar on either tab.
Tip: Click Expand All to view more information about the views including the number of filters and columns, who created it, the view’s visibility, and the date of its last modification. To view less, click Collapse All.
On the view, click the bookmark icon.
When you expand the menu showing your current view, your bookmarks show the view you just saved.
Set a Default View
Set a new default view so the Volunteers list opens with the filters and columns you use most.
To set a default view:
On the organization home page, click Volunteers.
Click Views.
Search for the view you want from the All Views tab, the Folders tab, or the Search bar on either tab.
Tip: Click Expand All to view more information about the views including the number of filters and columns, who created it, the view’s visibility, and the date of its last modification. To view less, click Collapse All.
On a view, click the ellipsis, and then click Set as Default.
Click Done.
Apply your default view from the view drop-down list directly on the Volunteers list. The default view is the first option on the list and has a Default tag on it.
Reset Views
After you make filter, column, or sort order changes on a view, a Reset View button appears. Click Reset View to return the Volunteers list to the original version of the current view.
Note: Reset View is not saved as part of a view and is available after you make changes to any view.
Organize Views into Folders
Group related views into folders to keep them organized.
Create Folders
To create a folder of views:
On the organization home page, click Volunteers.
Click Views.
Click Folders.
Click New Folder.
Enter the folder name in the text box.
Click Save.
Add Views to Folders
To add a view to a folder:
On the organization home page, click Volunteers.
Click Views.
Search for and locate the view you want to move.
Click the ellipsis button, and then select Edit View.
Click into the Folder (Optional) text box.
Do one of the following:
Type a new folder name into the text box. This folder is created after you click Update View.
Select an existing folder.
Click Update View.
Remove Views from Folders
To remove a view from a folder:
On the organization home page, click Volunteers.
Click Views.
Click Folders.
Click a folder to expand the views within it.
On the view you want to remove, click the ellipsis button.
Click Remove from folder.
Delete Folders
To delete a folder:
On the organization home page, click Volunteers.
Click Views.
Click Folders.
On the folder you want to delete, click the ellipsis button.
Click Delete Folder.
Delete Views
To delete a view:
On the organization home page, click Volunteers.
Click Views.
Search for the view you want from the All Views tab, the Folders tab, or the Search bar on either tab.
Tip: Click Expand All to view more information about the views including the number of filters and columns, who created it, the view’s visibility, and the date of its last modification. To view less, click Collapse All.
On a view, click the ellipsis, and then click Delete View.
Warning: Deleting a view is permanent. If you want to apply a view after deleting it, you must build a new view.On the confirmation page, click OK. Bloomerang permanently deletes the view.
Export Custom Views
To export a custom view:
Build and apply the view you want to export, using the steps in this article.