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 to make your account more usable for your organization. To do this, you will need access to
Category: Tips
This will show interesting facts and tips to help you get the most out of Volgistics.
Tip of the Week March 16, 2015
Give access to the Volgistics Store without giving access to your volunteer database. In many organizations, payment and billing is taken care of by a person in a department outside of volunteer services. In these cases, you can allow access to the Volgistics Store for your account without giving access to the volunteer database used
Tip of the Week March 9, 2015
National Volunteer Week Approaching National Volunteer Week is coming up fast and we wanted to make sure you are aware of it. National Volunteer Week was established to inspire people to volunteer to make their communities a better place, to recognize your current volunteers, and to encourage volunteerism in general. The U.S. and Canada will
Tip of the Week March 2, 2015
Electronic Document Storage in Development Plans are underway to add a new paperless document storage feature to Volgistics. This feature will give you the ability to store electronic files for your volunteer records. Please read more in the blog.
Tip of the Week February 23, 2015
Include archived volunteer records on Excel spreadsheet reports. Your Volgistics database is divided into non-archived and archived sections. The service hours for records in the archive will still appear on Service Summary and Service Details reports, and in your cumulative hours total. However, records in the archive cost less on a record-by-record basis because they
Tip of the Week February 16, 2015
Modify Schedule Statistics reports to cover different time periods. One of the stock Schedule Reports available in Volgistics is the Schedule Statistics (Stock) report. This report is useful because it allows you to quickly see how many openings are filled and un-filled for each assignment. Plus you can get an unduplicated volunteer count for how
Tip of the Week February 9, 2015
Create a date field to track when contact information was updated last, or other date records. Volgistics does not automatically keep a date record of when a volunteer’s contact information was updated last. However, you can use the spare fields on the Profile tab of volunteer records to customize a field for doing this. System
Tip of the Week February 2, 2015
Track multiple addresses and phone numbers for volunteers on their Contacts tab. Volunteer addresses and phone numbers are stored on the Core tab of the volunteer record. In most cases this is sufficient to track the volunteer’s information. But sometimes one volunteer record may have more than one address or phone number you want to
Tip of the Week January 26, 2015
Edit a volunteer’s sign-in time for VicTouch. If your organization uses the VicTouch module, there may be times when volunteers arrive for duty and begin serving without remembering to sign-in. If this occurs, and you find out before the volunteer leaves, here is what you can do to have the volunteer’s time recorded correctly. First,
Tip of the Week January 19, 2015
New Clone an Application Form Feature We’re pleased to announce that you can now clone an existing application form to make a new one with similar settings. This allows you to quickly create a form that is similar to a form you have. You can learn more about this new feature in the blog.