You can copy one volunteer’s information with the Clipboard Copy feature. There may be times when you need to enter a volunteer’s basic information (such as name, address, phone number, etc.) into an outside word processing document. For example, some organizations may send letters to volunteers, or create award certificates. If you are doing this
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 22, 2015
Creating and maintaining System Operator records. The credentials for the first Administrator in an account are created from the trial account information used when the account is started. Thereafter, the Administrator creates and maintains all System Operator records for the account. The Volgistics Team does not assign, or update, login credentials for operators. Your account’s
Tip of the Week June 15, 2015
Use VicTouch Greeting Cards as Event Reminders If your organization uses the VicTouch module and you have an event coming up you want volunteers to remember, consider using a VicTouch Greeting Card as a reminder. Volunteers will see the reminder each time they login during the time period you select. Sending a reminder message through
Tip of the Week June 8, 2015
Import and print schedule in Excel. Volgistics includes a Schedule Report feature that allows you to print customized schedules in PDF format. Help topic 8255 has information on these reports. However, there may be times you want to have the schedule in Excel format. There is not a report that is able to do this,
Tip of the Week June 1, 2015
Use a Set to find records that have information in a spare field. There may be times when you need to find all the volunteer records in your account that have information in a specific text field. For example, if you’ve been given the task of verifying the information in a field called School where
Tip of the Week May 25, 2015
Use Sets to make Checklist items apply to volunteers in multiple Assignments. When you setup a Checklist item, you can have it apply to volunteers who have a specific Assignment by selecting that Assignment’s name from the “Those assigned to” dropdown list. Or, you can select a Site or a Place from the dropdown to
Tip of the Week May 18, 2015
Customize VicTouch access and exit codes.
Tip of the Week May 11, 2015
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 the tagged 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
Tip of the Week May 4, 2015
Online Training and Consultation Available In addition to free, unlimited online support, Volgistics now offers personal training and consultation through online meeting software. Please read more in the Blog here.
Online Training and Consultation Available
In addition to free, unlimited online support, Volgistics now offers personal training and consultation through online meeting software. Volgistics was designed so most organizations can setup and use their accounts without additional hands-on help. An extensive Help topic library, video tutorials, and free, unlimited online support provide all the resources necessary to begin using the
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