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Linking Volunteers, Money and Non-volunteers

15 years 10 months ago #143606 by Mike Schoen
Charlene,

Lots of schools track all the people (not just volunteers) at their school using PTO Manager. There are several ways of doing this - you can use one of the custom fields to designate whether they are volunteers or not. You can also use the permission level to delineate between volunteers and non volunteers - simply don't "approve" any of the non volunteers.

As for adding a table to track spending, that is not something that is likely to be done anytime soon with PTO Manager. We do have a field, however, called "dollars donated" and you can use that. You would have to manually update it every time a donation is made. You also could in theory use one of the events as a way to track money but then your volunteer hours would be wrong because of that event.

Happy to discuss with you in more detail. Feel free to call us at 800-557-2670.

Thanks
Mike
15 years 11 months ago #143504 by CharleneBrennan
We are currently using the trial verison of the software. What is there will definately help us going forward with our PTO.

Is there a way to volunteers (as well as non-volunteers) to money?

My example is year books. We collect orders, process orders and create a yearbook each year. Our orders start at the PTO Back to school night and continue throughout the year. Some yearbooks are purchased by non-volunteers (non-members). I would like the ability to add non-members and track their spending as well as our PTO volunteers spending (with us).

If not, is it possible to add a new table, similar to interests so we can track the money received from volunteers/non-volunteers. That way we would be able to track payments by a family to each event for each individual each year.

Thanks,
Charlene Brennan
PTO President
Davis Elementary School
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