Use the Find Fields, and the Advanced Options, to Locate Volunteer Records

Tip of the Week July 26, 2021 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,

Five Benefits of Volunteer Software During COVID-19

Five Benefits of Volunteer Software During COVID-19

Organizations are changing the way they handle their volunteers in the wake of the COVID-19 pandemic. The Centers for Disease Control and Prevention (CDC) created guidelines for people to follow to keep our communities safer, and these guidelines resulted in strict mandates that left people wondering how they can step up and make their communities

Add States (Or Provinces) to Dropdown

Tip of the Week July 12, 2021 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, Select Setup from the menu. Expand the Field options

Send Email to Listed Volunteers from the Volunteers Page

Tip of the Week July 05, 2021 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

Use Schedule Icons to Determine How a Volunteer Is Scheduled

Tip of the Week June 28, 2021 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 help topic

Creating and Maintaining System Operator Records

Tip of the Week June 21, 2021 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. Your

Import and Print Schedule in Excel

Tip of the Week June 14, 2021 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

Schedule Volunteers with Assignment Opening Rules Enforced

Tip of the Week June 07, 2021 Via the Schedule tab of an Assignment record or the Schedule page from the menu, System Operators are always able to schedule volunteers for any time even if the Rules tab of the corresponding Assignment is setup to allow scheduling for “Openings only”. However, operators may wish to

Use VicTouch Greeting Cards as Event Reminders

Tip of the Week May 31, 2021 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

Use a Set to Find Records That Have Information in a Spare Field

Tip of the Week May 24, 2021 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