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

Customize VicTouch Access and Exit Codes

Tip of the Week May 17, 2021 If your organization uses the VicTouch module, please note we recommend using it in kiosk mode whenever possible. The kiosk mode causes the display to fill the entire screen. This hides the URL address and web browser controls to make access more secure. You can find information on

Archive Inactive Records to Keep Service Information and Save Money

Tip of the Week May 10, 2021 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

Track Messages Received by Volunteers on the History Tab

Tip of the Week May 3, 2021 Each time a volunteer is a recipient of an email, text, or Vic Mail message from your account, an entry is added to the Messages section of the volunteer’s History tab. This feature tracks custom email and text messages sent by System Operators as well as automatic messages