Tip of the Week August 10, 2026 We’ve seen many new accounts or new administrators who aren’t taking full advantage of everything Volgistics has to offer. We want to make sure you’re getting the most out of your investment. Did you know Volgistics includes features for: In addition to a library of help topics and
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!
Identify Service Entries’ Source
Tip of the Week August 03, 2026 Service records in Volgistics can be created in a variety of different ways. Sometimes it is useful to be able to tell which method was used to create the record, or if the entry has been edited. To find this out you need to look at the service
Update Your Agency Information
Tip of the Week July 27, 2026 If your organization has changed its name, you may want to update your account so the correct name displays. Or, if you’ve moved to a different address, it’s always a good idea to keep the correct address on file. You can update your organization’s name, address, and web
Optimize PDF Files
Tip of the Week July 20, 2026 With Volgistics, you can include PDF documents as attachments that you send to your volunteers or Coordinators. When you do this, it is a good practice to always optimize the file you’re sending. This reduces the file size, which has a number of advantages. It ensures your message
Sort Information in the Mailbox
Tip of the Week July 13, 2026 The Volgistics Mailbox consists of the In Box, Out Box, Applications, Service, Help E-mail and Documents tabs. Each of these tabs is shared by the System Operators in your account (or all operators from the same Site if Site Level Access is enabled). As the number of items
Keep billing contact up-to-date
Tip of the Week July 06, 2026 Each Volgistics account has a billing contact email address which we use to keep you up-to-date with billing information. Normally we recommend setting your billing contact to someone who is involved in your account on a regular or day-to-day basis. This way, the person getting those notices will
Clean Up Your Report List
Tip of the Week June 22, 2026 As you or other system operators use Volgistics’ reporting features, your Reports 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 have been created just for
Customize the Volunteers Page
Tip of the Week June 15, 2026 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 to
Fiscal, Calendar, and YTD Statistics
Tip of the Week June 08, 2026 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 month,
Helpful hints for using Tags
Tip of the Week June 01, 2026 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. Tag Functionality explains more about what tasks you can perform for tagged records. Here are some helpful things to keep in