Make Assignments inactive to remove them from view while keeping service information There may be times when your organization no longer needs to track an Assignment record. In these cases, the Assignment can be deleted—but this will also delete the Assignment details from volunteer service records. The date and hours will remain for the service
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!
Tip of the Week October 16, 2017
Mark batches of Awards as presented at the same time using Tickler feature If your organization uses Awards as a way to recognize your volunteers, you may have certain dates when you present the awards to your volunteers, such as a recognition banquet, awards ceremony, or the end of your fiscal year. In this case,
Tip of the Week October 9, 2017
Use the Volgistics Store to get invoices and receipts for payments Each Volgistics account has a secure Volgistics Store where users can manage a variety of needs for their account such as arranging payments, creating invoices, and adjusting their service level. The Store can be accessed by System Operators with the Administrator user level and
Tip of the Week October 2, 2017
How to Stop Automatic Reports from Printing Volgistics has a feature that can be setup so that certain reports will automatically process during the overnight maintenance cycle. These reports can be delivered to your account’s In Box tab on a certain day each week, or on a certain date each month. There may be times,
Tip of the Week September 25, 2017
Use the Contacts tab to record secondary contacts for group records 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
Tip of the Week September 18, 2017
Include volunteer names on ‘child’ records in Excel reports In databases, a ‘child’ record is a piece of information that relates back to one particular record. Because Excel Spreadsheet reports are designed to be able to contain a very large amount of detailed volunteer information such as service entries and checklist dates, it is necessary
Tip of the Week September 11, 2017
Track Assignments Automatically 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 volunteer’s service tab shows
Tip of the Week September 4, 2017
Change account login credentials In many cases operators choose to save their account number and login name on the computer they usually use to access Volgistics. This can speed up the login process since this information will not need to be entered each time you login. However, if you update your login name, the information
Tip of the Week August 28, 2017
Limit the rights or access to Volgistics for specific System Operators 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
Tip of the Week August 21, 2017
Keep report columns all on one page 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