Send email to other System Operators without exiting Volgistics. There are times you may want to send an email message to another System Operator for your account without exiting from Volgistics. For example, if you’re a Site Level Operator and you need to attach a report from your Site to an operator assigned to a
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!
Tip of the Week December 10, 2018
Track multiple addresses and phone numbers for volunteers on their Contacts tab. 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
Tip of the Week December 03, 2018
Go to the Schedule tab of an Assignment from the Schedule page. 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
Tip of the Week November 26, 2018
Use floating subtotals for recording service in a specific period of time. 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
Tip of the Week November 19, 2018
Create a Set to find small or large service entries. At times you may get abnormal service entries that have been created. For example, if you use the VicTouch module, sometimes a volunteer will sign-in for an assignment, re- enter their PIN number to check the schedule, and then click the “Sign-out” button out of
Tip of the Week November 12, 2018
Create an automatic report that shows volunteers due for a Checklist item. Volgistics includes a Checklist feature to help you track things such as orientations, flu shots, and background checks. You can use the Tickler feature in Volgistics to find volunteers who are due for a Checklist item. But you could also create an automatic
Tip of the Week November 05, 2018
Search for a specific item in your account’s Event Log or a volunteer’s Notes tab. Each Volgistics account has an Event Log that records key events. Even though every event in your account is not tracked due to size limitations, the Event Log can still become quite long. This can make it hard to find
Tip of the Week October 29, 2018
Spread holiday cheer with the VicTouch Greeting Cards feature. If your organization uses the VicTouch module, you can create holiday cards that 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
Tip of the Week October 22, 2018
Use Volgistics’ Holidays feature to remove volunteers from the schedule on days your organization will be closed. 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
Tip of the Week October 15, 2018
System Operators can access the Volgistics Store from inside account. 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