Disable VicNet access for specific volunteer records If your organization uses the VicNet module, 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
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 April 28, 2014
Archive old help inquires to “clean-up” your mailbox The “Help E-mail” tab of the Volgistics Mailbox is designed to provide an additional reference for System Operators. All System Operators in the account can review past questions and responses in case they may find the information helpful. However, there may be past help inquiries that are
Tip of the Week April 21, 2014
Hide a field to omit it from Address Label Reports The Address Label Reports are designed to take the normal address fields in use and format them as a mailing label. However, there may be times when you do not wish to have a field appear on your labels. For example, if you are using
Tip of the Week April 14, 2014
Keep a local back-up of your volunteer data to re-create volunteer records that are accidentally deleted. Volgistics includes the ability to create a local back-up of your volunteer information by using Excel spreadsheet reports. One reason for making the report is that when these are saved to your local system, they can provide access to
Tip of the Week April 7, 2014
Allow volunteers to see who else is scheduled in VicNet If your organization uses the VicNet or VicTouch modules, you can allow volunteers to see other volunteers who are scheduled by: Select Setup from the menu. Expand the VicNet link. Select Schedule tab. Under Volunteers can…, select one of the options for showing who else
Tip of the Week March 31, 2014
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: Select
Tip of the Week March 24, 2014
Make Assignments inactive to remove them from view while keeping service information There may be times when your organization no longer needs to track an Assignment. 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,
Tip of the Week March 17, 2014
Use the email validity icon to determine if a volunteer’s email is accurate 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 identify its status. By default, a volunteer’s email address is
Tip of the Week March 10, 2014
Turn Information Buttons Off for a System Operator Information buttons in the Volgistics account can now be disabled on an operator-by-operator basis. Learn more in our Blog.
Tip of the Week March 3, 2014
Restore Deleted Volunteers Feature Released Deleted volunteer records can now be restored within 5 days after they are deleted. Learn more in our Blog.