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Referring and Placing Clients

Referring and Placing Clients

In order to associate a client with an opportunity, the client must be placed. This is done in an identical manner to the other profiles in eCoordinator, beginning with a click of the “Refer/Place” button. Referrals and Placements center around the opportunity, as both clients as well as volunteers are placed with the opportunity. A volunteer cannot be directly placed with a clientthe opportunity profile is the imperative conjoining component of the volunteer profile/client profile relationship. For further help on standard referring and placing, please see the "Placing and Referring" section of this manual.

 

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