Tip of the Week September 15, 2025 In Volgistics, a volunteer’s Role in an assignment shows their relationship to the assignment. For example, a Role of Assigned means that the volunteer is actively serving while a Role of Substitute might mean the volunteer is available to fill in for other volunteers in that assignment. The
Category: Tip of the Week
This is part of our Tip of the Week series. These weekly quick tips will help you utilize features in Volgistics you may not have known about. Check back often for new tips!
Use the Contacts Tab to Record Secondary Contacts for Group Records
Tip of the Week September 8, 2025 If your organization uses group records, you can record the main contact’s name, address, phone number, and email on the Core tab of the group record. However, there may be times when you need to record additional contacts. In this case, you can create a new contact Kind
Continue Reading “Use the Contacts Tab to Record Secondary Contacts for Group Records”
Limit the Rights or Access to Volgistics for Specific System Operators
Tip of the Week September 1, 2025 If a Volgistics Account will utilize the services of system operators other than just the account’s Administrator(s), it may be important to define specific limits of the rights or access for those users. This way they aren’t able to, or don’t have to, manage more settings than exceeds
Continue Reading “Limit the Rights or Access to Volgistics for Specific System Operators”
Prompt a Password Reset for System Operators
Tip of the Week August 18, 2025 Whether you’re assigning an operator a password that you want to make temporary, or your organization has security concerns and wants all users to update their login information, or you simply want to require specific users to update their credentials, it can be useful to prompt system operators
Continue Reading “Prompt a Password Reset for System Operators”
Keep Report Columns All on One Page
Tip of the Week August 11, 2025 If you’ve created a custom report in PDF format, you may find instances where some columns of information extend beyond the width of the page causing them to appear on subsequent pages. If this is the case, you can sometimes make all the columns appear on one page
Run Service Report for a Single Archived Volunteer Record
Tip of the Week August 4, 2025 There may be times you want to generate service reports for archived volunteer records. One way to do this is to create a custom Excel report that contains service information for all archived volunteers. Include Archived Records shows how to do this. Archived records also show automatically on
Continue Reading “Run Service Report for a Single Archived Volunteer Record”
Set Schedule to Default to a Specific Date or Month
Tip of the Week July 28, 2025 If you’re using Volgistics for an event that will take place in the future, you may want to setup the schedule calendar to default to a specific date or month. This makes it easier to use because you will not need to change the view each time you
Continue Reading “Set Schedule to Default to a Specific Date or Month”
Add States (Or Provinces) to Dropdown
TTip of the Week July 14, 2025 When Volgistics accounts are created, the State/Province dropdown list is only populated with the organization’s home state or province. However, you can add other states or provinces to this list at any time via account setup. To do this, There are also buttons to add all states or
Send Email to Listed Volunteers from the Volunteers Page
Tip of the Week July 7, 2025 When you’re sending an email message from the Out Box tab of the Volgistics Mailbox, you can choose to send it to a single volunteer, tagged volunteers, all the volunteers in your database, or just the volunteers who have a certain Status or who are in a certain
Continue Reading “Send Email to Listed Volunteers from the Volunteers Page”
Use Schedule Icons to Determine How a Volunteer Is Scheduled
Tip of the Week June 30, 2025 In Volgistics, volunteers can be scheduled in two different ways: without openings and within openings. Some volunteers may be added directly to the schedule, while others may be assigned to fill specific openings that have been setup within Assignments. The Two Ways to Schedule section of Scheduling Overview
Continue Reading “Use Schedule Icons to Determine How a Volunteer Is Scheduled”