Preview what volunteers see when they login to VicNet. 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 doing things such as setting up Vic self-scheduling to see if you’ve set it up correctly. One way to do this
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 October 01, 2018
Keep your account’s billing procedures accessible and ready 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
Tip of the Week September 24, 2018
Use email codes to personalize email messages. Volgistics has email codes available that allow you to personalize email messages that are sent to volunteers. These allow you to insert specific volunteer information into an email message similar to how the mail merge function works in a word processing program. The codes available allow you to
Tip of the Week September 17, 2018
Clear your own security blocks for your account. To protect customer accounts from unauthorized access, such as those who are not operators but who might try to guess the password or other information to login, Volgistics automatically places a security block on accounts where too many invalid login attempts have been made from the same
Tip of the Week September 10, 2018
Use the Advanced options on the Volunteer’s page to fine tune searches. When you’re looking for groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers you select “Active” from the Status dropdown and “Adult” from the Type dropdown and then
Tip of the Week September 03, 2018
Use Sets to make Checklist items apply to volunteers in multiple Assignments. 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 to” dropdown list. Or, you can select a Site or a Place from the dropdown to
Tip of the Week August 27, 2018
Use Volgistics’ Substitute Tracking feature when volunteers are not able to serve. 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 absences. To use this
Tip of the Week August 20, 2018
Delete an entire batch of service. One method of entering volunteer service hours in Volgistics is to use the Post page to enter service for a whole group of volunteers at once. This can be handy if you’re posting hours from a schedule. If hours are posted incorrectly with this method, operators must individually edit
Tip of the Week August 13, 2018
Create a date field to track when contact information was updated last, or other date records. 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
Tip of the Week August 06, 2018
Find out how a service entry was created, or if the entry was edited. 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