Tip of the Week July 22, 2024 If your organization has changed its name, you may want to update your account so the correct name displays. Or, if you’ve moved to a different address, it’s always a good idea to keep the correct address on file. You can update your organization’s name, address, and web
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!
Optimize PDF Files
Tip of the Week July 15, 2024 With Volgistics, you can include PDF documents as attachments that you send to your volunteers or Coordinators. When you do this, it is a good practice to always optimize the file you’re sending. This reduces the file size, which has a number of advantages. It ensures your message
Sort Information in the Mailbox
Tip of the Week July 08, 2024 The Volgistics Mailbox consists of the In Box, Out Box, Applications, Service, Help E-mail and Documents tabs. Each of these tabs is shared by the System Operators in your account (or all operators from the same Site if Site Level Access is enabled). As the number of items
Keep billing contact up-to-date
Tip of the Week July 01, 2024 Each Volgistics account has a billing contact email address which we use to keep you up-to-date with billing information. Normally we recommend setting your billing contact to someone who is involved in your account on a regular or day-to-day basis. This way, the person getting those notices will
Collecting Documents in VicNet
Tip of the Week June 24, 2024 In VicNet, you can ask volunteers to upload documents (such as waivers, release forms, or authorization forms). This feature can only be used accounts that also use VicDocs. This requires a few steps, so volunteers will need to download the form, complete it, and then upload the completed copy.
Clean Up Your Report List
Tip of the Week June 17, 2024 As you or other system operators use Volgistics’ reporting features, your Reports page may accumulate a large number of custom reports. Some of these may be automatic reports or other useful reports that will be used again in the future, while others may have been created just for
Fiscal, Calendar, and YTD Statistics
Tip of the Week June 3, 2024 Your organization may have a fiscal year (also sometimes called a budgetary or financial Year) that differs from a standard calendar year. While a calendar year is measured from January 1st to December 31st each year, a fiscal year may begin on the first day of any specific
Helpful hints for using Tags
Tip of the Week May 27, 2024 The Tags feature in Volgistics provides a useful way to temporarily mark multiple volunteer records so you can perform tasks for all of these records at once. Tag Functionality explains more about what tasks you can perform for tagged records. Here are some helpful things to keep in
Coordinators Can Schedule Regular Volunteer Shifts
Tip of the Week May 20, 2024 In VicNet, coordinators can easily fill openings with volunteers on a one-time basis. Scheduling a regular or repeating shift for a volunteer is a bit less obvious though. To do this, start by scheduling a volunteer for a one-time shift on the first date. Then, click the Edit
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Scheduling Qualified Volunteers
Tip of the Week May 13, 2024 With a recent update, we adjusted the settings on the Rules tab in Assignments and added a Qualified Volunteers checkbox on the schedule. This allows you, as a System Operator, to filter the volunteers in the list based on the Rules tab settings. Instead of seeing all of