Store websites for volunteer records 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 website. On individual volunteer records, you can record the volunteer’s personal web page or their page on sites such as Facebook, Twitter, or Google Plus.
Tag: volunteer management software
Tip of the Week July 6, 2015
Use Schedule Icons to determine how a volunteer is scheduled In Volgistics, volunteers can be scheduled in two different ways. In some assignments, the task does not need to be performed at a specific time of day. Volgistics refers to these assignments as “any time” assignments. There are also assignments where coverage is needed during
Tip of the Week June 29, 2015
You can copy one volunteer’s information with the Clipboard Copy feature. There may be times when you need to enter a volunteer’s basic information (such as name, address, phone number, etc.) into an outside word processing document. For example, some organizations may send letters to volunteers, or create award certificates. If you are doing this
Tip of the Week June 22, 2015
Creating and maintaining System Operator records. 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 account’s
Tip of the Week June 15, 2015
Use VicTouch Greeting Cards as Event Reminders If your organization uses the VicTouch module and you have an event coming up you want volunteers to remember, consider using a VicTouch Greeting Card as a reminder. Volunteers will see the reminder each time they login during the time period you select. Sending a reminder message through
Tip of the Week June 8, 2015
Import and print schedule in Excel. Volgistics includes a Schedule Report feature that allows you to print customized schedules in PDF format. Help topic 8255 has information on these reports. However, there may be times you want to have the schedule in Excel format. There is not a report that is able to do this,
Tip of the Week June 1, 2015
Use a Set to find records that have information in a spare field. There may be times when you need to find all the volunteer records in your account that have information in a specific text field. For example, if you’ve been given the task of verifying the information in a field called School where
Tip of the Week May 25, 2015
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 May 11, 2015
Helpful hints for using Tags The Tags feature in Volgistics provides a useful way to temporarily mark multiple volunteer records so you can perform tasks for all of the tagged records at once. Help topic 2137 explains more about what tasks you can perform for tagged records. Here are some helpful things to keep in
Tip of the Week May 4, 2015
Online Training and Consultation Available In addition to free, unlimited online support, Volgistics now offers personal training and consultation through online meeting software. Please read more in the Blog here.