Tip of the Week October 10, 2016

System Operators can access the Volgistics Store from inside account The Volgistics Store is where accounts can create invoices, pay for service, change service levels and perform other administrative tasks. Volgistics Administrators can access the Store by visiting www.volgistics.com, hovering over Try or Buy, clicking Store, and entering their credentials. But there is another way

Tip of the Week October 3, 2016

Preview what volunteers see when they login to VicNet If your organization uses the VicNet module you may want to preview what a volunteer sees when they login. This can be useful when you’re doing things such as setting up Vic self-scheduling to see if you’ve set it up correctly. One way to do this

Tip of the Week September 26, 2016

Link to web sites for volunteer records from within Volgistics Volunteer records in Volgistics have a Web site field on the Core tab. On group records, this field can be used to record the organization’s web site. On individual volunteer records, you can record the volunteer’s personal web page or their page on sites such

Tip of the Week September 19, 2016

Use email codes to personalize email messages. Volgistics has email codes available that allow you to personalize email messages that are sent to volunteers. These allow you to insert specific volunteer information into an email message similar to how the mail merge function works in a word processing program. The codes available allow you to

Tip of the Week September 12, 2016

Clear your own security blocks for your account. To protect customer accounts from unauthorized access, such as those who are not operators but who might try to guess the password or other information to login, Volgistics automatically places a security block on accounts where too many invalid login attempts have been made from the same

Tip of the Week September 5, 2016

Use the Advanced options on the Volunteer’s page to fine tune searches When you’re looking for groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers you select “Active” from the Status dropdown and “Adult” from the Type dropdown and then

Tip of the Week August 29, 2016

Use Sets to make Checklist items apply to volunteers in multiple Assignments. When you setup a Checklist item, you can have it apply to volunteers who have a specific Assignment by selecting that Assignment’s name from the “Those assigned to” dropdown list. Or, you can select a Site or a Place from the dropdown to

Tip of the Week August 22, 2016

Use the Volgistics Substitute Tracking feature when volunteers are not able to serve. When volunteers are sick or unable to serve, you can remove them from the schedule and place a substitute volunteer on the schedule in their place. However, the Substitute Tracking feature provides an easier way to handle short term absences. To use

Tip of the Week August 15, 2016

Delete an entire batch of service. One method of entering volunteer service hours in Volgistics is to use the Post page to enter service for a whole group of volunteers at once. This can be handy if you’re posting hours from a schedule. If hours are posted incorrectly with this method, operators must individually edit

Tip of the Week August 08, 2016

Create a date field to track when contact information was updated last, or other date records. Volgistics does not automatically keep a date record to indicate when a volunteer’s profile or contact information was last updated. However, you can use the spare fields on the Profile tab of volunteer records to create a custom field