Tip of the Week October 27, 2025 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
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!
Use the Volgistics Store to Get Invoices and Receipts for Payments
Tip of the Week October 20, 2025 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
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Custom Theming for Volunteer Features
Tip of the Week October 6, 2025 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
Improving Email Delivery
Tip of the Week September 29, 2025 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
Include Volunteer Names on Child Records in Excel Reports
Tip of the Week September 22, 2025 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
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Track Assignments Automatically
Tip of the Week September 15, 2025 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
Use the Contacts Tab to Record Secondary Contacts for Group Records
Tip of the Week September 8, 2025 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
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Limit the Rights or Access to Volgistics for Specific System Operators
Tip of the Week September 1, 2025 If a Volgistics Account will utilize the services of system operators other than just the account’s Administrator(s), it may be important to define specific limits of the rights or access for those users. This way they aren’t able to, or don’t have to, manage more settings than exceeds
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Prompt a Password Reset for System Operators
Tip of the Week August 18, 2025 Whether you’re assigning an operator a password that you want to make temporary, or your organization has security concerns and wants all users to update their login information, or you simply want to require specific users to update their credentials, it can be useful to prompt system operators
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Keep Report Columns All on One Page
Tip of the Week August 11, 2025 If you’ve created a custom report in PDF format, you may find instances where some columns of information extend beyond the width of the page causing them to appear on subsequent pages. If this is the case, you can sometimes make all the columns appear on one page