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 November 21, 2022 Volgistics includes a Checklist feature to help you track volunteer requirements. You can not only use the Tickler feature 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 be to
Continue Reading “Create automatic report to track Checklist items”
Tip of the Week November 14, 2022 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 November 07, 2022 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”
Tip of the Week October 31, 2022 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 into the Store
Tip of the Week October 24, 2022 If your organization uses the VicTouch module, you can create holiday cards which 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 graphics that
Tip of the Week October 17, 2022 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 is to
Tip of the Week October 10, 2022 Volgistics offers email placeholders that allow you to personalize messages you send to volunteers. These allow you to add particular fields into the message similar to how the mail merge function works in a word processing program, and include various name fields, volunteer numbers, different hour totals, and
Continue Reading “Use email placeholders to personalize messages”
Tip of the Week October 03, 2022 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 payments.
Continue Reading “Keep billing procedures accessible and ready”
Tip of the Week September 26, 2022 To protect customer accounts from unauthorized access, Volgistics automatically places a security block on IP addresses that submit numerous invalid login attempts in rapid succession. But this security feature can be triggered if a System Operator forgets his or her login information and tries too many times, unsuccessfully,
Tip of the Week September 19, 2022 When you’re looking for volunteer records, the Basic options on the Volunteers page provide a powerful search tool. However, there may be times when you need even more options for locating records. The Sets feature offers one way to do this, but there is also an Advanced options
Continue Reading “Advanced options let you fine tune searches.”
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