Tip of the Week September 27, 2021 Volgistics has a feature that can be setup so that certain reports will automatically process during the overnight maintenance cycle. These reports can be delivered to your account’s In Box tab on a certain day each week, or on a certain date each month. There may be times,
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!
Include Volunteer Names on ‘Child’ Records in Excel Reports
Tip of the Week September 20, 2021 In databases, a ‘child’ record is a piece of information that relates back to one particular record. Because Excel Spreadsheet reports are designed to be able to contain a very large amount of detailed volunteer information such as service entries and checklist dates, it is necessary to create
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Track Assignments Automatically
Tip of the Week September 13, 2021 In Volgistics, a volunteer’s Role in an assignment shows their relationship to the assignment. For example, a Role of Assigned means that the volunteer is actively serving while a Role of Substitute might mean the volunteer is available to fill in for other volunteers in that assignment. The
Use the Contacts Tab to Record Secondary Contacts for Group Records
Tip of the Week September 6, 2021 If your organization uses group records, you can record the main contact’s name, address, phone number, and email on the Core tab of the group record. However, there may be times when you need to record additional contacts. In this case, you can create a new contact Kind
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Limit the Rights or Access to Volgistics for Specific System Operators
Tip of the Week August 30, 2021 If a Volgistics Account will utilize the services of system operators other than just the account’s Administrator(s), it may be important to define specific limits of the rights or access for those users. This way they aren’t able to, or don’t have to, manage more settings than exceeds
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Prompt a Password Reset for System Operators
Tip of the Week August 23, 2021 Whether you’re assigning an operator a password that you want to make temporary, or your organization has security concerns and wants all users to update their login information, or you simply want to require specific users to update their credentials, it can be useful to prompt system operators
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Keep Report Columns All on One Page
Tip of the Week August 16, 2021 If you’ve created a custom report in PDF format, you may find instances where some columns of information extend beyond the width of the page causing them to appear on subsequent pages. If this is the case, you can sometimes make all the columns appear on one page
Print Service Report for a Single Archived Volunteer Record
Tip of the Week August 9, 2021 There may be times you want to print service reports for archived volunteer records. One way to do this is to create a custom Excel report that contains service information for all archived volunteers. Help topic 1997 shows how to do this. Archived records also show automatically on
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Set Schedule Calendar to Default to a Specific Date or Month
Tip of the Week August 02, 2021 If you’re using Volgistics for an event that will take place in the future, you may want to setup the schedule calendar to default to a specific date or month. This makes it easier to use because you will not need to change the view each time you
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Use the Find Fields, and the Advanced Options, to Locate Volunteer Records
Tip of the Week July 26, 2021 When you’re searching for specific groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers, select “Active” from the Status dropdown and “Adult” from the Type dropdown, and then click the “All” link. However,
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