Customize which fields show on the Volunteers Page By default, the Volunteer List page shows the Name, Tag, Group name, Street, City and Status fields in new trial accounts. However, you can customize the fields that are shown here to make this page more usable for your organization. To do this, you will need access
Category: Tips
This will show interesting facts and tips to help you get the most out of Volgistics.
Tip of the Week May 16, 2016
Fiscal Year, Calendar Year, and YTD Statistics Your organization may have a Fiscal Year (also sometimes called a Budgetary or Financial Year) that differs from a standard Calendar Year. While a Calendar Year is measured from January 1st to December 31st each year, a Fiscal Year may begin on the first day of any specific
Tip of the Week May 9, 2016
Helpful hints for using Tags The Tags feature in Volgistics provides a useful way to temporarily mark multiple volunteer records so you can perform tasks for all of these records at once. Help topic 2137 explains more about what tasks you can perform for tagged records. Here are some helpful things to keep in mind
Tip of the Week May 2, 2016
Create clickable links to your Application Form from the Opportunity Directory To create an HTML link that visitors to your Opportunity Directory can click on to navigate directly to a particular Application Form, you can enter your application form’s URL as the ‘Web site’ for the Assignment records you advertise (so long as you’re not
Tip of the Week April 25, 2016
Protect your account with strong passwords Data security is often at the forefront of the news today. We strive to make your Volgistics account secure behind the scenes, prevent unauthorized users from gaining access by using three-factor authentication for login, and security blocks to prevent repeated login attempts. However, security experts feel that the greatest
Tip of the Week April 18, 2016
Finding and recording volunteer absences If your organization needs to keep track of when volunteers do not show up for scheduled assignments, Volgistics can help. The first step is to make sure all volunteer service for the date in question has been entered into the system. When this is done, you can create a Set
Tip of the Week April 11, 2016
Volunteer & Assignment Matching Volgistics’ matching features for volunteers and assignments were recently revamped to make them more user-friendly and practical for regular use. Now, in lieu of categories or ‘levels’ of matching, volunteers are now considered as matching-or not matching-an assignment based on the criteria selected for that assignment record. The revised matching features
Tip of the Week April 4, 2016
Add links to training videos, web pages, and more on the VicNet module. If your organization uses the VicNet module you can place a link on the Home tab of VicNet to training materials the volunteers need. Volunteers can login and click the link to be taken to the web address that has the information.
Tip of the Week March 28, 2016
See New Message notifications on the Welcome Page Volgistics’ “Welcome Page” is the landing page—the first page system operators will see when they log in. In addition to providing new feature messages, account statistics, birthday lists, and tips of the week (like this one) the Welcome Page will also include a ‘Mail’ section directing operators’
Tip of the Week March 21, 2016
Spellcheck your entries and emails with browser add-ons Because Volgistics is entirely web-based, you can use the features within your own web browser—such as built-in spell checking add-ons and plugins—to assist you in using Volgistics’ tools for managing your volunteers. ‘Spell checker’ or ‘Spell check’ features can help spot and correct misspelled or mistyped words