Tip of the Week July 25, 2022 If your organization has changed its name, you may want to update your account so the correct name displays. Or, if you’ve moved to a different address, it’s always a good idea to keep the correct address on file. You can update your organization’s name, address, and web
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!
Optimize PDF files
Tip of the Week July 18, 2022 With Volgistics, you can include PDF documents as attachments that you send to your volunteers or Coordinators. When you do this, it is a good practice to always optimize the file you’re sending. This reduces the file size, which has a number of advantages. It ensures your message
Sort information in the Mailbox
Tip of the Week July 11, 2022 The Volgistics Mailbox consists of the In Box, Out Box, Applications, Service, Help E-mail and Documents tabs. Each of these tabs is shared by the System Operators in your account (or all operators from the same Site if Site Level Access is enabled). As the number of items
Keep billing contact up-to-date
Tip of the Week July 04, 2022 In many organizations, the person responsible for paying the account’s service fees and managing invoices and receipts may not actually be an account Administrator. To allow this person to receive billing notices, Volgistics provides a separate email address for the account’s billing contact. This email address can only
Review Updated Features
Tip of the Week June 27, 2022 The volunteer-facing parts of Volgistics have been going through some big changes recently. These projects have resulted in a few new Volgistics features in a beta period, and we wanted to give you an overview of the updates and the status of each one. During these beta periods
Collecting Information from Fillable Forms
Tip of the Week June 20, 2022 Now that volunteers are able to upload documents, you can collect documents that require digital signatures (such as waivers, release forms, or authorization forms) through VicNet. This feature can only be used in the new version of VicNet in accounts that also use VicDocs. Keep in mind that in order
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Clean up your report list
Tip of the Week June 13, 2022 As you or other system operators use Volgistics’ reporting features, your Print page may accumulate a large number of custom reports. Some of these may be automatic reports or other useful reports that will be used again in the future, while others may have been created just for
Customize the Volunteers Page
Tip of the Week June 6, 2022 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
Fiscal, Calendar, and YTD Statistics
Tip of the Week May 30, 2022 Your organization may have a Fiscal Year (also sometimes called a Budgetary or Financial Year) that differs from a standard Calendar Year. While a Calendar Year is measured from January 1st to December 31st each year, a Fiscal Year may begin on the first day of any specific
Helpful hints for using Tags
Tip of the Week May 23, 2022 The Tags feature in Volgistics provides a useful way to temporarily mark multiple volunteer records so you can perform tasks for all of these records at once. Help topic 2137 explains more about what tasks you can perform for tagged records. Here are some helpful things to keep