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 September 18, 2023 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
Continue Reading “Include Volunteer Names on Child Records in Excel Reports”
Tip of the Week September 11, 2023 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
Tip of the Week September 4, 2023 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
Continue Reading “Use the Contacts Tab to Record Secondary Contacts for Group Records”
Tip of the Week August 28, 2023 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
Continue Reading “Limit the Rights or Access to Volgistics for Specific System Operators”
Tip of the Week August 21, 2023 There’s been a lot of talk recently about the VicNet volunteer portal, but what is it and what does it do? And why take the time to setup something new? Well, VicNet isn’t just something extra for when you’ve got time to spare—it’s a great time-saver for both
Tip of the Week August 14, 2023 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
Continue Reading “Prompt a Password Reset for System Operators”
Tip of the Week August 7, 2023 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
Tip of the Week July 31, 2023 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. Including Archived Records on Reports shows how to do this. Archived records also show
Continue Reading “Print Service Report for a Single Archived Volunteer Record”
Tip of the Week July 24, 2023 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
Continue Reading “Set Schedule to Default to a Specific Date or Month”
Tip of the Week July 17, 2023 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,
Continue Reading “Use the Find Fields, and the Advanced Options, to Locate Volunteer Records”
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