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,

Tip of the Week June 1, 2015

Use a Set to find records that have information in a spare field. There may be times when you need to find all the volunteer records in your account that have information in a specific text field. For example, if you’ve been given the task of verifying the information in a field called School where

Tip of the Week May 25, 2015

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 May 11, 2015

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 the tagged 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

Online Training and Consultation Available

In addition to free, unlimited online support, Volgistics now offers personal training and consultation through online meeting software. Volgistics was designed so most organizations can setup and use their accounts without additional hands-on help. An extensive Help topic library, video tutorials, and free, unlimited online support provide all the resources necessary to begin using the

Tip of the Week April 27, 2015

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, and also prevent unauthorized users from gaining access by using three-factor authentication for login and security blocks to prevent repeated attempts to guess your password. However, the

Tip of the Week April 13, 2015

Archive inactive records to keep service information and save money Each Volgistics account includes a non-archived and an archived section. Your account’s service level determines how many records can be kept in each section. The non-archived section of your database is designed to be used for the records of active volunteers. Records in this section

Tip of the Week April 6, 2015

Run service reports for a single Site, Place or Assignment When you run Service Summary or Service Detail reports, there may be times when you want to limit the service information included on the report to one particular Assignment, or to just the Assignments that fall under a particular Place or Site in your account.