Volunteer and assignment matching provides a simpler way for you to evaluate volunteers to see if they might be a good fit for other assignments. This feature can also be a great way to help you place new volunteers based on their preferences and abilities, rather than only using a list of assignment names. Volunteer
Tag: volunteer management software
Tip of the Week January 25, 2016
Use the email validity icon to determine if a volunteer’s email is accurate When you send email through Volgistics, the system automatically tracks if the recipient’s email address is valid and uses an email validity icon on the Core tab of the volunteer record to identify its status. By default, a volunteer’s email address is
Tip of the Week January 18, 2016
Name Sets by function to make them easy to find As your Volgistics account grows, you may find that you have a lengthy list when you select Sets from the menu. The list of Sets is alphabetized by the name that you give to the Set, but it may be difficult to find the Set
Tip of the Week January 11, 2016
Find Volgistics W-9 form online Many organizations are required to have an up-to-date W-9 form from companies that they do business with. For convenience, we update our W-9 form regularly and you can access it online. This allows you to save the W-9 form as a PDF document, or print a copy of the form
Tip of the Week January 4, 2016
Review VicNet and VicTouch use. If your account’s service level includes the VicNet or VicTouch modules, you may want to review usage at times. This allows you to make informed decisions about whether the module is being underutilized and more training is needed, or if you want to remove the module from your service level
Tip of the Week December 28, 2015
System Operators can check their own system access rights and find their account’s Administrator Volgistics allows each account’s Administrator(s) to set user levels and other rights for each System Operator for their account. If you’re a System Operator and you don’t see a menu item, tab, field, or button, you can check if your System
Tip of the Week December 21, 2015
Disable VicNet access for specific volunteer records If your organization uses the VicNet module, there may be times when you want to disable access for some volunteers. You control who can access VicNet overall by using the Status, and the Type and Flag settings on the VicNet Ground Rules page. However, there may be times
Tip of the Week December 14, 2015
See how many submissions an application has received in a year Many organizations that use the online application forms want to know how many applications they have received in a year, or another time period. This can be useful for internal information, or for completing reports for grants and other external agencies. While you can
Tip of the Week December 7, 2015
Archive old help inquires to “clean-up” your mailbox The “Help E-mail” tab of the Volgistics Mailbox is designed to provide an additional reference for System Operators. All System Operators in the account can review past questions and responses in case they may find the information helpful. However, there may be past help inquiries that are
Tip of the Week November 30, 2015
Hide a field to omit it from Address Label Reports The Address Label Reports are designed to take the normal address fields in use and format them as a mailing label. There may be times when you do not wish to have a field appear on your labels. For example, if you are using the