Create an automatic report that shows volunteers due for a Checklist item. Volgistics includes a Checklist feature to help you track things such as 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
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 31, 2016
Spread holiday cheer with the VicTouch Greeting Cards feature If your organization uses the VicTouch module, you can create holiday cards which will be displayed when volunteers sign-in. 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 use the
Tip of the Week October 24, 2016
Search for a specific item in your account’s Event Log or a volunteer’s Notes tab Each Volgistics account has an Event Log that records key events. Even though every event in your account is not tracked due to size limitations, the Event Log can still become quite long. This can make it hard to find
Tip of the Week October 17, 2016
Use Volgistics’ Holidays feature to remove volunteers from the schedule on days your organization will be closed. If your organization closes or just keeps minimal staff on certain dates you can add the date as a holiday in your account. This will automatically remove all regularly scheduled volunteers from the schedule for the date you
Tip of the Week October 10, 2016
System Operators can access the Volgistics Store from inside account The Volgistics Store is where accounts can create invoices, pay for service, change service levels and perform other administrative tasks. Volgistics Administrators can access the Store by visiting www.volgistics.com, hovering over Try or Buy, clicking Store, and entering their credentials. But there is another way
Tip of the Week October 3, 2016
Preview what volunteers see when they login to VicNet If your organization uses the VicNet module you may want to preview what a volunteer sees when they login. This can be useful when you’re doing things such as setting up Vic self-scheduling to see if you’ve set it up correctly. One way to do this
Tip of the Week September 26, 2016
Link to web sites for volunteer records from within Volgistics Volunteer records in Volgistics have a Web site field on the Core tab. On group records, this field can be used to record the organization’s web site. On individual volunteer records, you can record the volunteer’s personal web page or their page on sites such
Tip of the Week September 19, 2016
Use email codes to personalize email messages. Volgistics has email codes available that allow you to personalize email messages that are sent to volunteers. These allow you to insert specific volunteer information into an email message similar to how the mail merge function works in a word processing program. The codes available allow you to
Tip of the Week September 12, 2016
Clear your own security blocks for your account. To protect customer accounts from unauthorized access, such as those who are not operators but who might try to guess the password or other information to login, Volgistics automatically places a security block on accounts where too many invalid login attempts have been made from the same
Tip of the Week September 5, 2016
Use the Advanced options on the Volunteer’s page to fine tune searches When you’re looking for groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers you select “Active” from the Status dropdown and “Adult” from the Type dropdown and then