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 February 25, 2019 Your Volgistics database is divided into archived and non-archived sections. The Archive is designed for long term storage of inactive volunteers. In your account’s service level, archived records cost significantly less because they have more limited functionality than non-archived records. For example, archived volunteers cannot be tagged or
Continue Reading “Include archived volunteers in Excel spreadsheet reports”
Make sure volunteers receive your email messages Did you know there’s an easy change you can make in your account that will often dramatically improve email delivery rates for your volunteers? Because Volgistics sends messages to recipients on your behalf, sometimes these messages are viewed as suspect by target email domains. This is especially true
Modify Schedule Statistics reports to cover different time periods One of the stock Schedule Reports available in Volgistics is the Schedule Statistics (Stock) report. This report is useful because it allows you to quickly see how many openings are filled and un-filled for each assignment. Plus you can get an unduplicated volunteer count for how
Learn terminology and definitions in the Volgistics Glossary Volgistics uses specific terminology regarding the different aspects of your account. It can sometimes be confusing if you do not know what a specific term means. For example, there is a distinct difference between an ‘Account’ and a ‘Volunteer record’, or a ‘Coordinator’ and a ‘System Operator’,
Edit a volunteer’s sign-in time for VicTouch If your organization uses the VicTouch module, there may be times when volunteers arrive for duty and begin serving without remembering to sign-in. If this occurs and you find out before the volunteer leaves, you can easily correct this. First, have the volunteer sign-in through VicTouch. If it
Track the total number of shifts or visits volunteers serve Organizations may want to track how many times their volunteers have served, rather than just how many hours they’ve served. Volgistics makes this possible with Service Measures. These are an ideal feature for recording special types of service performed, and can be easily configured to
Find Volgistics W-9 form online Many organizations are required to have an up-to-date W-9 form from companies that they do business with. For convenience, we update our W-9 form regularly and you can access it online. This allows you to save the W-9 form as a PDF document, or print a copy of the form
Review the basics in Volgistics’ Getting Started Guide 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
Message history is available on History tab of volunteer record. When you use Volgistics’ features to send email, Vic mail, or text messages to volunteers, a record of the messages sent to each volunteer is kept on his or her History tab. You can view this record to see if the message shows as being
Find a volunteer’s last access to VicNet. 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.
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