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 January 13, 2025 Your volunteers trust you with their personal information. To help keep it safe from unauthorized access, we recommend turning on two-factor authentication for your account. With this feature turned on, you’ll still enter your account number, email address, and password as normal. Then, you’ll receive a code by
Continue Reading “Secure Your Account with Two-Factor Authentication”
Tip of the Week January 6, 2025 For new or prospective Volgistics users, or for experienced users who would like to freshen up on the core settings and features of their account, Volgistics offers a comprehensive Getting Started Guide. This guide provides an easy-to-navigate tour of the system and covers numerous introductory topics explaining fundamental
Continue Reading “Review the Basics in Volgistics’ Getting Started Guide”
Tip of the Week December 16, 2024 If you use the VicNet module to allow volunteers to login to the secure portal to do things such as update their contact information, download forms, receive messages, view or record service, and more, you may sometimes need to see when a volunteer signed into the module last.
Tip of the Week December 9, 2024 There are different ways to view the schedule in Volgistics to match the rendering that fits your needs the best. For example, if you want to view the schedule for your entire organization, you can select Schedule from the menu. Or, if you want to view the schedule
Continue Reading “Go to the Schedule Tab of an Assignment From the Schedule Page”
Tip of the Week December 2, 2024 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 Additional Contact Information Using Contacts”
Tip of the Week November 25, 2024 In addition to regular service hour entries, Volgistics automatically keeps a total for month-to-date (MTD), fiscal year-to-date (YTD), and life hours for volunteers. There are also two floating subtotal fields that you can use to keep track of service performed during time periods that you select. The floating
Continue Reading “Use Floating Subtotals to Track Service for Custom Times”
Tip of the Week November 18, 2024 At times you may find abnormal service entries that have been created. For example, if you use the VicTouch module, sometimes a volunteer will sign-in for an assignment, reenter their PIN to check the schedule, and then click the sign-out button out of habit. Or if volunteers enter
Continue Reading “Create a Set to Find Small or Large Service Entries”
Tip of the Week November 11, 2024 Volgistics includes a Checklist feature to help you track volunteer requirements. You can not only use the Checklist page in Volgistics to find volunteers who are due, but you can also create an automatic monthly report showing volunteers who are due. To do this, the first step would
Continue Reading “Create Automatic Report to Track Checklist Items”
Tip of the Week November 4, 2024 Each Volgistics account has an Event Log that records key events. Even though not every event in your account is tracked due to size limitations, the Event Log can still become quite long. This can make it hard to find one specific item. The same problem may occur
Continue Reading “Search the Event Log or a volunteer’s Notes tab”
Tip of the Week October 28, 2024 If your organization closes or just keeps minimal staff on certain dates you can add the date as a holiday in your account. This will automatically remove all regularly scheduled volunteers from the schedule for the date you list as the holiday. If volunteers are needed on the
Continue Reading “Create Holidays to Close the Schedule on Certain Days”
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