Create a Set to find small or large service entries. At times you may get abnormal service entries that have been created. For example, if you use the VicTouch module, sometimes a volunteer will sign-in for an assignment, re- enter their PIN number to check the schedule, and then click the “Sign-out” button out of
Category: Tips
This will show interesting facts and tips to help you get the most out of Volgistics.
Tip of the Week January 5, 2015
Find Volgistics W-9 form online Many organizations are required to have an up-to-date W-9 form from companies that they do business with. For convenience, we update our W-9 form regularly and you can access it online. This allows you to save the W-9 form as a PDF document, or print a copy of the form
Tip of the Week December 29, 2014
Message history is available on History tab of volunteer record. When you use Volgistics’ features to send email, Vic mail, or text messages to volunteers, a record of the messages sent to each volunteer is kept on his or her History tab. You can view this record to see if the message shows as being
Tip of the Week December 22, 2014
Find a volunteer’s last access to VicNet. If you use the VicNet module to allow volunteers to login to the secure portal to do things such as update their contact information, download forms, receive messages, view or record service, and more, you may sometimes need to see when a volunteer signed into the module last.
Tip of the Week December 15, 2014
Use the Travel Time Merit Hour rule to add drive time to volunteer service. Some organizations like to add a volunteer’s drive or travel time into their volunteer service contributed. If you give an average, or estimated, drive time, you can have Volgistics automatically add this onto the volunteer’s service entries by using Merit Hours.
Tip of the Week December 8, 2014
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 1, 2014
Include the Source, Batch or Directive fields for service entries on Service Detail Reports Service Detail reports are designed to provide specific information about service entries that appear on the volunteer’s Service tab. When you create a custom Service Detail report and select to list volunteers on the Options tab, you can include regular volunteer
Tip of the Week November 24, 2014
Create an automatic report that shows volunteers due for a Checklist item Volgistics includes a Checklist item feature to help you track things such orientations, flu shots, and background checks. You can use the Tickler feature in Volgistics to find volunteers who are due for a Checklist item. But you could also create an automatic
Tip of the Week November 17, 2014
Spread holiday cheer with the VicTouch Greeting Cards feature If your organization uses the VicTouch module, you can create holiday cards that will be displayed when volunteers sign-in to serve. The setup options allow you to customize a heading and message, and choose a date range for when the cards will be shown. You can
Tip of the Week November 10, 2014
Non-archived records can now be tagged and deleted in batches Volgistics has added the ability to tag non-archived records and then delete them. This will make the job of managing volunteer records more efficient because it provides a way to delete multiple non-archived records without archiving the records first. You can learn more about this