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 November 13, 2023 Volgistics makes it easy to see the last date a volunteer served with the Date of Last Activity field recorded in the Statistics box on the Core tab of the volunteer record. You enable this field to be shown by following these steps: The Date of Last Activity
Continue Reading “Use the Date of Last Activity Field to See When a Volunteer Served Last”
Tip of the Week November 06, 2023 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 entry, but the Assignment information
Tip of the Week November 8, 2021 If your organization uses VicNet or VicTouch, you can allow volunteers to see other volunteers who are scheduled by following these steps: Now when volunteers view the daily view of their schedule, they can see other volunteers who are scheduled. If you have volunteers who do not want
Continue Reading “Allow Volunteers to See Who Else Is Scheduled in VicNet”
Tip of the Week October 23, 2023 Volgistics reports can be configured to automatically run on a weekly or monthly basis. These reports can be delivered to your account’s In Box tab or be sent out by email. There may be times, however, when automatic reports have been setup for someone who is no longer
Tip of the Week October 16, 2023 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 by anyone else who
Continue Reading “Use the Volgistics Store to Get Invoices and Receipts for Payments”
Tip of the Week October 02, 2023 The parts of Volgistics that are designed for volunteer access (VicNet, VicTouch, the Opportunity Directory, and application forms) all include custom theming options. These settings allow you to use your organization’s own colors, keeping your branding consistent with your own website. For example, you can review and update
Tip of the Week September 25, 2023 Like any service that sends email, there are a variety of reasons why email from Volgistics may not make it to your volunteers’ inbox, or why it might end up in their spam folder. If the message is rejected by the receiving system, and they give us a
Tip of the Week September 18, 2023 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 to create
Continue Reading “Include Volunteer Names on Child Records in Excel Reports”
Tip of the Week September 11, 2023 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
Tip of the Week September 4, 2023 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 a new contact Kind
Continue Reading “Use the Contacts Tab to Record Secondary Contacts for Group Records”
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