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 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”
Tip of the Week July 10, 2023 When Volgistics accounts are created, the State/Province dropdown list is only populated with the organization’s home state or province. However, you can add other states or provinces to this list at any time via account setup. To do this, There are also buttons to add all states or
Tip of the Week July 03, 2023 When you’re sending an email message from the Out Box tab of the Volgistics Mailbox, you can choose to send it to a single volunteer, tagged volunteers, all the volunteers in your database, or just the volunteers who have a certain Status or who are in a certain
Continue Reading “Send Email to Listed Volunteers from the Volunteers Page”
Tip of the Week June 26, 2023 In Volgistics, volunteers can be scheduled in two different ways: without openings and within openings. Some volunteers may be added directly to the schedule, while others may be assigned to fill specific openings that have been setup within Assignments. The Two Ways to Schedule section of the Scheduling
Continue Reading “Use Schedule Icons to Determine How a Volunteer Is Scheduled”
Tip of the Week June 19, 2023 The credentials for the first Administrator in an account are created from the trial account information used when the account is started. Thereafter, the Administrator creates and maintains all System Operator records for the account. The Volgistics Team does not assign, or update, login credentials for operators. Each
Continue Reading “Creating and Maintaining System Operator Records”
Tip of the Week June 12, 2023 Volgistics’ Schedule Reports are available in PDF format. However, there may be times you want to have the schedule in Excel format. There is not a report within Volgistics that is able to do this, but you can use the features in Excel to get the schedule information
Tip of the Week June 05, 2023 If your organization uses the VicTouch module and you have an event coming up that you want volunteers to remember, consider using a VicTouch Greeting Card. Volunteers will see the reminder each time they login during the time period you select. Sending a reminder message through Vic Mail
Continue Reading “Use VicTouch Greeting Cards as Event Reminders”
Tip of the Week May 29, 2023 There may be times when you need to find all the volunteers in your account that have information in a specific text field. For example, to verify the information in a field called School where you record the educational institution a volunteer attends, or attended last, it may
Continue Reading “Use a Set to Find Records That Have Information in a Spare Field”
Tip of the Week May 22, 2023 If your organization uses the VicTouch module, there are several options for launching it. If you set up a desktop shortcut, you can use kiosk mode so the display fills the entire screen and hides browser controls to make access more secure. You can find information on starting
Tip of the Week May 15, 2023 Your Volgistics database is divided into archived and non-archived sections. The Archive is designed for long term storage of inactive volunteers. In your account’s service level, archived records cost significantly less because they have more limited functionality than non-archived records. For example, archived volunteers cannot be tagged or
Continue Reading “Archive Inactive Records to Keep Service Information and Save Money”
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