Review VicNet and VicTouch use. If your account’s service level includes the VicNet or VicTouch modules, you may want to review usage at times. This allows you to make informed decisions about whether the module is being underutilized and more training is needed, or if you want to remove the module from your service level
Category: Tips
This will show interesting facts and tips to help you get the most out of Volgistics.
Tip of the Week December 28, 2015
System Operators can check their own system access rights and find their account’s Administrator Volgistics allows each account’s Administrator(s) to set user levels and other rights for each System Operator for their account. If you’re a System Operator and you don’t see a menu item, tab, field, or button, you can check if your System
Tip of the Week December 21, 2015
Disable VicNet access for specific volunteer records If your organization uses the VicNet module, there may be times when you want to disable access for some volunteers. You control who can access VicNet overall by using the Status, and the Type and Flag settings on the VicNet Ground Rules page. However, there may be times
Tip of the Week December 14, 2015
See how many submissions an application has received in a year Many organizations that use the online application forms want to know how many applications they have received in a year, or another time period. This can be useful for internal information, or for completing reports for grants and other external agencies. While you can
Tip of the Week December 7, 2015
Archive old help inquires to “clean-up” your mailbox The “Help E-mail” tab of the Volgistics Mailbox is designed to provide an additional reference for System Operators. All System Operators in the account can review past questions and responses in case they may find the information helpful. However, there may be past help inquiries that are
Tip of the Week November 30, 2015
Hide a field to omit it from Address Label Reports The Address Label Reports are designed to take the normal address fields in use and format them as a mailing label. There may be times when you do not wish to have a field appear on your labels. For example, if you are using the
Tip of the Week November 23, 2015
Keep a local back-up of your volunteer data. Volgistics includes the ability to create a local back-up of your volunteer information by using Excel spreadsheet reports. One reason for making the report is that when these are saved to your local system, you can use them to access to your volunteer data in a situation
Tip of the Week November 16, 2015
Allow volunteers to see who else is scheduled in VicNet If your organization uses the VicNet or VicTouch modules, you can allow volunteers to see other volunteers who are scheduled by: Select Setup from the menu. Expand the VicNet link. Select Schedule tab Under Volunteers can…, select one of the options for showing who else
Tip of the Week November 9, 2015
Use the Date of Last Activity field to see when a volunteer served last Volgistics makes it easy to see the last date a volunteer served with the Date of Last Activity field recorded in the Statistics box on the Core tab of the volunteer record. You enable this field to be shown by: Select
Tip of the Week November 2, 2015
Make Assignments inactive to remove them from view while keeping service information There may be times when your organization no longer needs to track an Assignment. In these cases, the Assignment can be deleted—but this will also delete the Assignment details from volunteer service records. The date and hours will remain for the service entry,