Keep a local back-up of your volunteer data. Volgistics includes the ability to create a local back-up of your volunteer data using Excel spreadsheet reports. 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
Tag: volunteer management software
Tip of the Week November 13, 2017
Allow volunteers to see who else is scheduled in VicNet 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
Tip of the Week November 6, 2017
Use the Date of Last Activity field to see when a volunteer served last Volgistics makes it easy to see the last date a volunteer served with the Date of Last Activity field recorded in the Statistics box on the Core tab of the volunteer record. You enable this field to be shown by following
Tip of the Week October 30, 2017
Spread holiday cheer with the VicTouch Greeting Cards feature. If your organization uses the VicTouch module, you can create holiday cards which will be displayed when volunteers sign-in. The setup options allow you to customize a heading and message, and choose a date range for when the cards will be shown. You can use the
Tip of the Week October 23, 2017
Make Assignments inactive to remove them from view while keeping service information 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
Tip of the Week October 16, 2017
Mark batches of Awards as presented at the same time using Tickler feature If your organization uses Awards as a way to recognize your volunteers, you may have certain dates when you present the awards to your volunteers, such as a recognition banquet, awards ceremony, or the end of your fiscal year. In this case,
Tip of the Week October 9, 2017
Use the Volgistics Store to get invoices and receipts for payments 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
Tip of the Week October 2, 2017
How to Stop Automatic Reports from Printing Volgistics has a feature that can be setup so that certain reports will automatically process during the overnight maintenance cycle. These reports can be delivered to your account’s In Box tab on a certain day each week, or on a certain date each month. There may be times,
Tip of the Week September 25, 2017
Use the Contacts tab to record secondary contacts for group records 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
Tip of the Week September 18, 2017
Include volunteer names on ‘child’ records in Excel reports 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