Create a date field to track when contact information was updated last, or other date records. Volgistics does not automatically keep a date record of when a volunteer’s contact information was updated last. However, you can use the spare fields on the Profile tab of volunteer records to customize a field for doing this. System
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 February 2, 2015
Track multiple addresses and phone numbers for volunteers on their Contacts tab. 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 one volunteer record may have more than one address or phone number you want to
Tip of the Week January 26, 2015
Edit a volunteer’s sign-in time for VicTouch. If your organization uses the VicTouch module, there may be times when volunteers arrive for duty and begin serving without remembering to sign-in. If this occurs, and you find out before the volunteer leaves, here is what you can do to have the volunteer’s time recorded correctly. First,
Tip of the Week January 19, 2015
New Clone an Application Form Feature We’re pleased to announce that you can now clone an existing application form to make a new one with similar settings. This allows you to quickly create a form that is similar to a form you have. You can learn more about this new feature in the blog.
Tip of the Week January 12, 2015
Create a Set to find small or large service entries. At times you may get abnormal service entries that have been created. For example, if you use the VicTouch module, sometimes a volunteer will sign-in for an assignment, re- enter their PIN number to check the schedule, and then click the “Sign-out” button out of
Tip of the Week January 5, 2015
Find Volgistics W-9 form online Many organizations are required to have an up-to-date W-9 form from companies that they do business with. For convenience, we update our W-9 form regularly and you can access it online. This allows you to save the W-9 form as a PDF document, or print a copy of the form
Tip of the Week December 29, 2014
Message history is available on History tab of volunteer record. When you use Volgistics’ features to send email, Vic mail, or text messages to volunteers, a record of the messages sent to each volunteer is kept on his or her History tab. You can view this record to see if the message shows as being
Tip of the Week December 22, 2014
Find a volunteer’s last access to VicNet. If you use the VicNet module to allow volunteers to login to the secure portal to do things such as update their contact information, download forms, receive messages, view or record service, and more, you may sometimes need to see when a volunteer signed into the module last.
Tip of the Week December 15, 2014
Use the Travel Time Merit Hour rule to add drive time to volunteer service. Some organizations like to add a volunteer’s drive or travel time into their volunteer service contributed. If you give an average, or estimated, drive time, you can have Volgistics automatically add this onto the volunteer’s service entries by using Merit Hours.
Tip of the Week December 8, 2014
See how many submissions an application has received in a year Many organizations that use the online application forms want to know how many applications they have received in a year, or another time period. This can be useful for internal information, or for completing reports for grants and other external agencies. While you can