Tip of the Week February 5, 2024 When you send email through Volgistics, we automatically track any errors received during delivery to determine if the recipient’s email address is valid. The email validity icon on the Core tab of the volunteer record displays its status. By default, a volunteer’s email address is considered invalid if
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!
Make Sets Easier to Find
Tip of the Week January 29, 2024 As your Volgistics account grows, you may find that you have a lengthy list when you select Sets from the menu. The list of Sets is alphabetized by the name you give to the Set, but it may be difficult to find the one you need from a
Find Volgistics W-9 Form Online
Tip of the Week January 22, 2024 Many organizations are required to have an up-to-date W-9 form from companies that they do business with. For your convenience, we update our W-9 form regularly and you can access and save and/or print the form at any time online. Please go to the following address if you
Get Your Automatic Reports Faster
Tip of the Week January 15, 2024 Custom reports can be scheduled to run automatically on a weekly or monthly basis. When you choose to run reports automatically, those reports will be queued and processed during Volgistics’ overnight maintenance cycle. Although these commands are typically completed very quickly, sometimes backlogs may create delays. If you
Review VicNet and VicTouch use
Tip of the Week January 8, 2024 If your account’s service level includes the VicNet or VicTouch modules, you may want to review how you’re using those features. This allows you to make informed decisions about whether the module is being underutilized and more operator training or volunteer training is needed, or if you should
Review the Basics of Volgistics
Tip of the Week January 01, 2024 For new or prospective Volgistics users, or for experienced users who would like to freshen up on the core settings and features of their account, Volgistics offers a comprehensive Getting Started Guide. This guide provides an easy-to-navigate tour of the system and covers numerous introductory topics explaining fundamental
See How Many Submissions an Application Has Received in a Year
Tip of the Week December 25, 2023 Many organizations that use application forms want to know how many applications they have received in a year, or another time period. This can be useful for reference, or for completing reports for grants and other external agencies. While you can create Sets to identify the number of volunteers who had
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Archive Old Help Inquires to “Clean-Up” Your Mailbox
Tip of the Week December 18, 2023 The Help E-mail tab of the Mailbox is designed to provide a reference for System Operators. All System Operators in the account can review past questions and responses in case they find the information helpful. However, there may be past help inquiries that are simply thank-you responses, or
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Track Multiple Addresses and Phone Numbers for Volunteers on Their Contacts Tab
Tip of the Week December 11, 2023 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 a volunteer record may have more than one address or phone number you want to track, such as if the
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Find the First Date of Service
Tip of the Week December 04, 2023 A common question for the support team is how to find the date a volunteer first served. While Volgistics doesn’t have a built-in way to track this information, there are ways you can find it using Excel. The basic idea is to run a report that includes all