Tip of the Week October 21, 2024 If your organization uses the VicTouch module, you can create holiday cards which will be displayed when volunteers sign-in. The setup options allow you to customize a heading and message, and choose a date range for when the cards will be shown. You can use the graphics that
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!
Access the Store from Setup
Tip of the Week October 14, 2024 The Volgistics Store is where accounts can create invoices, pay for service, change service levels and perform other administrative tasks. Volgistics Administrators can access the Store by visiting www.volgistics.com, hovering over Try or Buy, clicking Store, and entering their credentials. But there is another way into the Store
Preview What Volunteers See in VicNet
Tip of the Week October 7, 2024 If your organization uses the VicNet module you may want to preview what a volunteer sees when they login. This can be useful when you’re updating your self-scheduling settings to see if you’ve set it up correctly. One way to do this is to go to your organization’s
Keep Billing Procedures Accessible and Ready
Tip of the Week September 30, 2024 As renewal dates approach and/or administrative personnel change, it can be important to make sure that there are authorized staff handling the billing for your Volgistics account and that they are able to access the Store, receive billing notifications, and know how and when to plan future payments.
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Use Email Placeholders to Personalize Messages
Tip of the Week September 23, 2024 Volgistics offers email placeholders that allow you to personalize messages you send to volunteers. These allow you to add particular fields into the message similar to how the mail merge function works in a word processing program, and include various name fields, volunteer Numbers, different hour totals, and
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Advanced Options Let You Fine Tune Searches
Tip of the Week September 16, 2024 When you’re looking for volunteer records, the Basic options on the Volunteers page provide a powerful search tool. However, there may be times when you need even more options for locating records. The Sets feature offers one way to do this, but there is also an Advanced options
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Use Sets for Checklist Items That Apply to Multiple Assignments
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
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Use Substitute Tracking for Schedule Adjustments
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
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Customize the Volunteers Page
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
Display Who’s Here at VicTouch
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