Use floating subtotals for information on service in a specific period of time. In addition to regular service hour entries, Volgistics automatically keeps a total for month-to-date (MTD), 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 monthly time
Category: Tips
This will show interesting facts and tips to help you get the most out of Volgistics.
Tip of the Week August 3, 2015
Set schedule calendar to default to a specific date or month. If you’re using Volgistics to prepare for an event that will take place in the future, you may want to setup the schedule calendar to default to a date or month other than the current one. This makes it easier to use because you
Tip of the Week July 27, 2015
Use the Find fields, and the Advanced options, to locate volunteer records. When you’re searching for specific groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers, select “Active” from the Status dropdown and “Adult” from the Type dropdown, and then
Tip of the Week July 20, 2015
Add states (or provinces) to dropdown When Volgistics accounts are started, the State/Province dropdown list is only populated with the state or province the organization is located in. This is by design because in many cases volunteers are all located within one geographic area. So having one, or only a few options, makes it easier
Tip of the Week July 13, 2015
Store websites for volunteer records 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 website. On individual volunteer records, you can record the volunteer’s personal web page or their page on sites such as Facebook, Twitter, or Google Plus.
Tip of the Week July 6, 2015
Use Schedule Icons to determine how a volunteer is scheduled In Volgistics, volunteers can be scheduled in two different ways. In some assignments, the task does not need to be performed at a specific time of day. Volgistics refers to these assignments as “any time” assignments. There are also assignments where coverage is needed during
Tip of the Week June 29, 2015
You can copy one volunteer’s information with the Clipboard Copy feature. There may be times when you need to enter a volunteer’s basic information (such as name, address, phone number, etc.) into an outside word processing document. For example, some organizations may send letters to volunteers, or create award certificates. If you are doing this
Tip of the Week June 22, 2015
Creating and maintaining System Operator records. The credentials for the first Administrator in an account are created from the trial account information used when the account is started. Thereafter, the Administrator creates and maintains all System Operator records for the account. The Volgistics Team does not assign, or update, login credentials for operators. Your account’s
Tip of the Week June 15, 2015
Use VicTouch Greeting Cards as Event Reminders If your organization uses the VicTouch module and you have an event coming up you want volunteers to remember, consider using a VicTouch Greeting Card as a reminder. Volunteers will see the reminder each time they login during the time period you select. Sending a reminder message through
Tip of the Week June 8, 2015
Import and print schedule in Excel. Volgistics includes a Schedule Report feature that allows you to print customized schedules in PDF format. Help topic 8255 has information on these reports. However, there may be times you want to have the schedule in Excel format. There is not a report that is able to do this,