Tip of the Week December 04, 2023 A common question for the support team is how to find the date a volunteer first served. While Volgistics doesn’t have a built-in way to track this information, there are ways you can find it using Excel. The basic idea is to run a report that includes all
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!
Keep a Local Backup of Your Volunteer Data
Tip of the Week November 27, 2023 Volgistics includes the ability to create a local backup of your volunteer data using Volgistics’ Data Export feature. 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
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Use the Date of Last Activity Field to See When a Volunteer Served Last
Tip of the Week November 13, 2023 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 these steps: The Date of Last Activity
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Making Assignments Inactive
Tip of the Week November 06, 2023 There may be times when your organization no longer needs to track an Assignment record. In these cases, the Assignment can be deleted—but this will also delete the Assignment details from volunteer service records. The date and hours will remain for the service entry, but the Assignment information
Spread holiday cheer with Greeting Cards
Tip of the Week October 30, 2023 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
Allow Volunteers to See Who Else Is Scheduled in VicNet
Tip of the Week November 8, 2021 If your organization uses VicNet or VicTouch, you can allow volunteers to see other volunteers who are scheduled by following these steps: Now when volunteers view the daily view of their schedule, they can see other volunteers who are scheduled. If you have volunteers who do not want
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Stopping Automatic Reports
Tip of the Week October 23, 2023 Volgistics reports can be configured to automatically run on a weekly or monthly basis. These reports can be delivered to your account’s In Box tab or be sent out by email. There may be times, however, when automatic reports have been setup for someone who is no longer
Use the Volgistics Store to Get Invoices and Receipts for Payments
Tip of the Week October 16, 2023 Each Volgistics account has a secure Volgistics Store where users can manage a variety of needs for their account such as arranging payments, creating invoices, and adjusting their service level. The Store can be accessed by System Operators with the Administrator user level and by anyone else who
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Keep billing procedures accessible and ready
Tip of the Week October 09, 2023 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.
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Custom Theming for Volunteer Features
Tip of the Week October 02, 2023 The parts of Volgistics that are designed for volunteer access (VicNet, VicTouch, the Opportunity Directory, and application forms) all include custom theming options. These settings allow you to use your organization’s own colors, keeping your branding consistent with your own website. For example, you can review and update