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 September 09, 2024 When you setup a Checklist item, you can have it apply to volunteers who have a specific Assignment by selecting that Assignment’s name from the Those assigned todropdown list. Or, you can select a Site or a Place from the dropdown to make the Checklist item apply to
Continue Reading “Use Sets for Checklist Items That Apply to Multiple Assignments”
Tip of the Week September 02, 2024 When volunteers are sick or unable to serve, you can remove them from the schedule and place a substitute volunteer on the schedule in their place. However, Volgistics’ Substitute Tracking feature provides an easier way to handle short term replacements. To use this feature you must first check
Continue Reading “Use Substitute Tracking for Schedule Adjustments”
Tip of the Week June 10, 2024 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
Tip of the Week August 26, 2024 The Who’s Here page is a great way for System Operators to see which volunteers at their organization have arrived to serve and at what location or in which Assignment they are serving. However, sometimes organizations would also like their volunteers or Coordinators to be able to quickly
Tip of the Week August 19, 2024 One method of entering volunteer service hours in Volgistics is to use the Post page for a whole group of volunteers at once. This can be handy if you’re posting hours from the schedule. If hours are posted incorrectly with this method, operators must individually edit or delete
Tip of the Week August 12, 2024 Volgistics does not automatically keep a date record to indicate when a volunteer’s profile or contact information was last updated. However, you can use the spare fields on the Profile tab of volunteer records to create a custom field for tracking this information. Here is how to create
Tip of the Week August 05, 2024 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
Tip of the Week July 29, 2024 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
Tip of the Week July 22, 2024 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
Tip of the Week July 15, 2024 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
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