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
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!
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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Disable VicNet Access for Specific Volunteer Records
Tip of the Week November 29, 2021 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
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Message History Is Available on History Tab of Volunteer Record
Tip of the Week November 22, 2021 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 successfully delivered, or
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Keep a Local Back-Up of Your Volunteer Data
Tip of the Week November 15, 2021 Volgistics includes the ability to create a local back-up 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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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: Select Setup from the menu. Expand the VicNet link. Select Schedule tab. Under Volunteers can… select one of the options for showing who else is scheduled.
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