Keep billing contact’s email address up-to-date to ensure account information is received In many organizations, the person responsible for paying the account’s service fees and managing invoices and receipts may not actually be an account Administrator. To allow this person to receive billing notices, Volgistics provides a separate email address for the account’s billing contact.
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 June 13, 2016
Post documents for volunteers to download on VicNet If your organization uses the VicNet module, you can post documents on the Home tab for volunteers to download and print from their home computers. These could be informational files such as volunteer newsletters or manuals. Or they could be items you need volunteers to complete and
Tip of the Week June 06, 2016
Clean up your report list by deleting multiple reports at a time As you or other system operators use Volgistics’ reporting features, your ‘Print’ 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
Tip of the Week May 30, 2016
Use VicTouch Greeting Cards as Event Reminders If your organization uses the VicTouch module and you have an event coming up that you want volunteers to remember, consider using a VicTouch Greeting Card. Volunteers will see the reminder each time they login during the time period you select. Sending a reminder message through Vic Mail
Tip of the Week May 23, 2016
Customize which fields show on the Volunteers Page By default, the Volunteer List page shows the Name, Tag, Group name, Street, City and Status fields in new trial accounts. However, you can customize the fields that are shown here to make this page more usable for your organization. To do this, you will need access
Tip of the Week May 16, 2016
Fiscal Year, Calendar Year, and YTD Statistics 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
Tip of the Week May 9, 2016
Helpful hints for using Tags 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. Help topic 2137 explains more about what tasks you can perform for tagged records. Here are some helpful things to keep in mind
Tip of the Week May 2, 2016
Create clickable links to your Application Form from the Opportunity Directory To create an HTML link that visitors to your Opportunity Directory can click on to navigate directly to a particular Application Form, you can enter your application form’s URL as the ‘Web site’ for the Assignment records you advertise (so long as you’re not
Tip of the Week April 25, 2016
Protect your account with strong passwords Data security is often at the forefront of the news today. We strive to make your Volgistics account secure behind the scenes, prevent unauthorized users from gaining access by using three-factor authentication for login, and security blocks to prevent repeated login attempts. However, security experts feel that the greatest
Tip of the Week April 18, 2016
Finding and recording volunteer absences If your organization needs to keep track of when volunteers do not show up for scheduled assignments, Volgistics can help. The first step is to make sure all volunteer service for the date in question has been entered into the system. When this is done, you can create a Set