Find Volgistics’ W-9 form online Many organizations are required to have an up-to-date W-9 form from companies that they do business with. For convenience, we update our W-9 form regularly and you can access it online. This allows you to save the W-9 form as a PDF document, or print a copy of the form
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 25, 2017
Archive old help inquires to “clean-up” your mailbox The “Help E-mail” tab of the Mailbox is designed to provide a reference for System Operators. All System Operators in the account can review past questions and responses in case they find the information helpful. However, there may be past help inquiries that are simply thank-you responses,
Tip of the Week December 18, 2017
System Operators can check their own system access rights and find their account’s Administrator Volgistics allows each account’s Administrator(s) to set user levels and other rights for each System Operator for their account. If you’re a System Operator and you don’t see a menu item, tab, field, or button, you can check if your System
Tip of the Week December 11, 2017
Disable VicNet access for specific volunteer records If your organization uses VicNet, there may be times when you want to disable access for some volunteers. You control who can access VicNet overall by using the Status, and the Type and Flag settings on the VicNet Ground Rules page. However, there may be times when you
Tip of the Week December 4, 2017
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 November 27, 2017
Message history is available on History tab of volunteer record. When you use Volgistics’ features to send email, Vic mail, or text messages to volunteers, a record of the messages sent to each volunteer is kept on his or her History tab. You can view this record to see if the message shows as being
Tip of the Week November 20, 2017
Keep a local back-up of your volunteer data. Volgistics includes the ability to create a local back-up of your volunteer data using Excel spreadsheet reports. One reason to save this data to your local system is to access to your volunteer data in a situation where your Internet connection is down. However, there is another
Tip of the Week November 13, 2017
Allow volunteers to see who else is scheduled in VicNet If your organization uses VicNet or VicTouch, you can allow volunteers to see other volunteers who are scheduled by following these steps: Select Setup from the menu. Expand the ‘VicNet’ link. Select ‘Schedule tab’. Under ‘Volunteers can…’, select one of the options for showing who
Tip of the Week November 6, 2017
Use the Date of Last Activity field to see when a volunteer served last Volgistics makes it easy to see the last date a volunteer served with the Date of Last Activity field recorded in the Statistics box on the Core tab of the volunteer record. You enable this field to be shown by following
Tip of the Week October 30, 2017
Spread holiday cheer with the VicTouch Greeting Cards feature. 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