Tip of the Week January 09, 2017

Find Volgistics W-9 form online Many organizations are required to have an up-to-date W-9 form from companies that they do business with. For convenience, we update our W-9 form regularly and you can access it online. This allows you to save the W-9 form as a PDF document, or print a copy of the form

Tip of the Week January 2, 2017

Review the basics in the Volgistics Getting Started Guide For new or prospective Volgistics users, or for experienced users who would like to freshen up on the core settings and features of their account, Volgistics offers a comprehensive Getting Started Guide. This guide provides an easy-to-navigate tour of the system and covers numerous introductory topics

Tip of the Week December 19, 2016

Find a volunteer’s last access to VicNet If you use the VicNet module to allow volunteers to login to the secure portal to do things such as update their contact information, download forms, receive messages, view or record service, and more, you may sometimes need to see when a volunteer signed into the module last.

Tip of the Week December 5, 2016

Track multiple addresses and phone numbers for volunteers on their Contacts tab Volunteer addresses and phone numbers are stored on the Core tab of the volunteer record. In most cases this is sufficient to track the volunteer’s information. But sometimes a volunteer record may have more than one address or phone number you want to

Tip of the Week November 28, 2016

Go to the Schedule tab of an Assignment from the Schedule page There are different ways to view the schedule in Volgistics to match the rendering that fits your needs the best. For example, if you want to view the schedule for your entire organization, you can select Schedule from the menu. Or, if you

Tip of the Week November 21, 2016

Use floating subtotals for recording service in a specific period of time. In addition to regular service hour entries, Volgistics automatically keeps a total for month-to-date (MTD), fiscal year-to-date (YTD), and life hours for volunteers. There are also two floating subtotal fields that you can use to keep track of service performed during time periods

Tip of the Week November 14, 2016

Create a Set to find small or large service entries. At times you may get abnormal service entries that have been created. For example, if you use the VicTouch module, sometimes a volunteer will sign-in for an assignment, re- enter their PIN number to check the schedule, and then click the “Sign-out” button out of

Tip of the Week November 7, 2016

Create an automatic report that shows volunteers due for a Checklist item. Volgistics includes a Checklist feature to help you track things such as orientations, flu shots, and background checks. You can use the Tickler feature in Volgistics to find volunteers who are due for a Checklist item. But you could also create an automatic