Preview what volunteers see when they login to VicNet If your organization uses the VicNet module you may want to preview what a volunteer sees when they login. This can be useful when you’re doing things such as setting up Vic self-scheduling to see if you’ve set it up correctly. One way to do this
Category: Tips
This will show interesting facts and tips to help you get the most out of Volgistics.
Tip of the Week September 26, 2016
Link to web sites for volunteer records from within Volgistics Volunteer records in Volgistics have a Web site field on the Core tab. On group records, this field can be used to record the organization’s web site. On individual volunteer records, you can record the volunteer’s personal web page or their page on sites such
Tip of the Week September 19, 2016
Use email codes to personalize email messages. Volgistics has email codes available that allow you to personalize email messages that are sent to volunteers. These allow you to insert specific volunteer information into an email message similar to how the mail merge function works in a word processing program. The codes available allow you to
Tip of the Week September 12, 2016
Clear your own security blocks for your account. To protect customer accounts from unauthorized access, such as those who are not operators but who might try to guess the password or other information to login, Volgistics automatically places a security block on accounts where too many invalid login attempts have been made from the same
Tip of the Week September 5, 2016
Use the Advanced options on the Volunteer’s page to fine tune searches When you’re looking for groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers you select “Active” from the Status dropdown and “Adult” from the Type dropdown and then
Tip of the Week August 29, 2016
Use Sets to make Checklist items apply to volunteers in multiple Assignments. When you setup a Checklist item, you can have it apply to volunteers who have a specific Assignment by selecting that Assignment’s name from the “Those assigned to” dropdown list. Or, you can select a Site or a Place from the dropdown to
Tip of the Week August 22, 2016
Use the Volgistics Substitute Tracking feature when volunteers are not able to serve. When volunteers are sick or unable to serve, you can remove them from the schedule and place a substitute volunteer on the schedule in their place. However, the Substitute Tracking feature provides an easier way to handle short term absences. To use
Tip of the Week August 15, 2016
Delete an entire batch of service. One method of entering volunteer service hours in Volgistics is to use the Post page to enter service for a whole group of volunteers at once. This can be handy if you’re posting hours from a schedule. If hours are posted incorrectly with this method, operators must individually edit
Tip of the Week August 08, 2016
Create a date field to track when contact information was updated last, or other date records. Volgistics does not automatically keep a date record to indicate when a volunteer’s profile or contact information was last updated. However, you can use the spare fields on the Profile tab of volunteer records to create a custom field
Tip of the Week August 1, 2016
Find out how a service entry was created, or if the entry was edited. Service records in Volgistics can be created in a variety of different ways. Sometimes it is useful to be able to tell which method was used to create the record, or if the entry has been edited. To find this out