Tip of the Week November 06, 2023 There may be times when your organization no longer needs to track an Assignment record. 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, but the Assignment information
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!
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: Now when volunteers view the daily view of their schedule, they can see other volunteers who are scheduled. If you have volunteers who do not want
Continue Reading “Allow Volunteers to See Who Else Is Scheduled in VicNet”
Stopping Automatic Reports
Tip of the Week October 23, 2023 Volgistics reports can be configured to automatically run on a weekly or monthly basis. These reports can be delivered to your account’s In Box tab or be sent out by email. There may be times, however, when automatic reports have been setup for someone who is no longer
Use the Volgistics Store to Get Invoices and Receipts for Payments
Tip of the Week October 16, 2023 Each Volgistics account has a secure Volgistics Store where users can manage a variety of needs for their account such as arranging payments, creating invoices, and adjusting their service level. The Store can be accessed by System Operators with the Administrator user level and by anyone else who
Continue Reading “Use the Volgistics Store to Get Invoices and Receipts for Payments”
Custom Theming for Volunteer Features
Tip of the Week October 02, 2023 The parts of Volgistics that are designed for volunteer access (VicNet, VicTouch, the Opportunity Directory, and application forms) all include custom theming options. These settings allow you to use your organization’s own colors, keeping your branding consistent with your own website. For example, you can review and update
Improving Email Delivery
Tip of the Week September 25, 2023 Like any service that sends email, there are a variety of reasons why email from Volgistics may not make it to your volunteers’ inbox, or why it might end up in their spam folder. If the message is rejected by the receiving system, and they give us a
Include Volunteer Names on Child Records in Excel Reports
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”
Track Assignments Automatically
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
Use the Contacts Tab to Record Secondary Contacts for Group Records
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”
Limit the Rights or Access to Volgistics for Specific System Operators
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”