Keep a local back-up of your volunteer data. Volgistics includes the ability to create a local back-up of your volunteer information by using Excel spreadsheet reports. One reason for making the report is that when these are saved to your local system, you can use them to access to your volunteer data in a situation
Tag: volunteer management software
Tip of the Week November 16, 2015
Allow volunteers to see who else is scheduled in VicNet If your organization uses the VicNet or VicTouch modules, you can allow volunteers to see other volunteers who are scheduled by: Select Setup from the menu. Expand the VicNet link. Select Schedule tab Under Volunteers can…, select one of the options for showing who else
Tip of the Week November 9, 2015
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: Select
Tip of the Week November 2, 2015
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. 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 entry,
Tip of the Week October 26, 2015
Spread holiday cheer with the VicTouch Greeting Cards feature. If your organization uses the VicTouch module, you can create holiday cards that will be displayed when volunteers sign-in to serve. 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
Tip of the Week October 19, 2015
How to Stop Automatic Reports from Printing Volgistics has a feature that can be setup so that reports will automatically be run 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 October 12, 2015
Mark batches of Awards as presented at 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, or the end of your fiscal year. In this case, you can quickly
Tip of the Week October 5, 2015
Search for a specific item in your account’s Event Log or a volunteer’s Notes tab Each Volgistics account has an Event Log that records key events. Even though every event in your account is not tracked due to size limitations, the Event Log can still become quite long. This makes it hard to find one
Tip of the Week September 28, 2015
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 for payments, creating invoices, and adjusting their service level. The Store can be accessed by System Operators with the Administrator user level
Tip of the Week September 21, 2015
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 contact names and information for the group.