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 December 18, 2023 The Help E-mail tab of the Mailbox is designed to provide a reference for System Operators. All System Operators in the account can review past questions and responses in case they find the information helpful. However, there may be past help inquiries that are simply thank-you responses, or
Continue Reading “Archive Old Help Inquires to “Clean-Up” Your Mailbox”
Tip of the Week December 11, 2023 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 a volunteer record may have more than one address or phone number you want to track, such as if the
Continue Reading “Track Multiple Addresses and Phone Numbers for Volunteers on Their Contacts Tab”
Tip of the Week December 04, 2023 A common question for the support team is how to find the date a volunteer first served. While Volgistics doesn’t have a built-in way to track this information, there are ways you can find it using Excel. The basic idea is to run a report that includes all
Tip of the Week November 27, 2023 Volgistics includes the ability to create a local backup of your volunteer data using Volgistics’ Data Export feature. One reason to save this data to your local system is to access to your volunteer data in a situation where your internet connection is down. However, there is another
Continue Reading “Keep a Local Backup of Your Volunteer Data”
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
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