Tip of the Week February 07, 2022 When you send email through Volgistics, the system automatically tracks if the recipient’s email address is valid and uses an email validity icon on the Core tab of the volunteer record to display its status. By default, a volunteer’s email address is considered invalid if the last three
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!
Make Sets easier to find
Tip of the Week January 31, 2022 As your Volgistics account grows, you may find that you have a lengthy list when you select Sets from the menu. The list of Sets is alphabetized by the name you give to the Set, but it may be difficult to find the one you need from a
Find Volgistics W-9 Form Online
Tip of the Week January 24, 2022 Many organizations are required to have an up-to-date W-9 form from companies that they do business with. For your convenience, we update our W-9 form regularly and you can access and save and/or print the form at any time online. Please go to the following URL address if
Get your automatic reports faster
Tip of the Week January 17, 2022 Custom reports can be scheduled to print automatically on a weekly or monthly basis. When you choose to run reports automatically, those reports will be automatically queued and processed during Volgistics’ overnight maintenance cycle. Although these commands are typically completed very quickly, sometimes backlogs may create delays. If
Review VicNet and VicTouch use
Tip of the Week January 10, 2022 If your account’s service level includes the VicNet or VicTouch modules, you may want to review how you’re using those features. This allows you to make informed decisions about whether the module is being underutilized and more operator training or volunteer training is needed, or if you should
Review the basics of Volgistics
Tip of the Week January 03, 2022 For new or prospective Volgistics users, or for experienced users who would like to freshen up on the core settings and features of their account, Volgistics offers a comprehensive Getting Started Guide. This guide provides an easy-to-navigate tour of the system and covers numerous introductory topics explaining fundamental
See How Many Submissions an Application Has Received in a Year
Tip of the Week December 27, 2021 Many organizations that use application forms want to know how many applications they have received in a year, or another time period. This can be useful for reference, or for completing reports for grants and other external agencies. While you can create Sets to identify the number of volunteers who had
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Archive Old Help Inquires to “Clean-Up” Your Mailbox
Tip of the Week December 20, 2021 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, or
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Compare 2021 Volunteer Service to 2019
Many organizations like to print year-end or quarterly reports showing how volunteer service numbers have changed from one year to the next. However, many organizations also consider 2020 to be too much of an anomaly, and prefer to compare this year to 2019 instead. To get this information, we recommend printing a service summary report
Track Multiple Addresses and Phone Numbers for Volunteers on Their Contacts Tab
Tip of the Week December 06, 2021 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 track, such as if the
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