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
Tag: volunteer management software
Tip of the Week December 30, 2013
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.
Tip of the Week December 23, 2013
Track Assignments Automatically In Volgistics, a volunteer’s Role in an assignment shows his or her relationship to the assignment. For example, a Role of Assigned likely means that the volunteer is actively serving in the assignment, while a Role of Substitute might mean the volunteer is available to fill in for other volunteers in the
Tip of the Week December 16, 2013
Simplify VicNet access for users who have a volunteer and a Coordinator record. If your organization uses the VicNet module, you may have users who have a volunteer and a Coordinator record in the system. In this case, the user would need to enter the appropriate login name and password combination each time to be
Tip of the Week December 9, 2013
Change account login credentials In many cases operators select to save their account number and login name on the computer they usually use to access Volgistics. This can speed up the login process since this information will not need to be entered. However, if you update your login name, the information saved for logging in
Tip of the Week December 2, 2013
Keep report columns all on one page. If you’ve created a custom report in PDF format, you may find instances where some columns of information extend beyond the width of the page causing them to appear on subsequent pages. If this is the case, you can sometimes make all the columns appear on one page
Tip of the Week November 25, 2013
Go to the Schedule tab of an Assignment from the Schedule page There are different ways to view the schedule in Volgistics to match the rendering that fits your needs the best. For example, if you want to view the schedule for your entire organization, you can select Schedule from the menu. Or, if you
Tip of the Week November 18, 2013
Print service report for a single archived volunteer record. There may be times you want to print service reports for archived volunteer records. One way to do this is to create a custom Excel report that contains service information for all archived volunteers. Help topic 1997 shows how to do this. Archived records also show
Tip of the Week November 11, 2013
Use floating subtotals for recording service in a specific period of time. In addition to regular service hour entries, Volgistics automatically keeps a total for month-to-date (MTD), year-to-date (YTD), and life hours for volunteers. There are also two floating subtotal fields that you can use to keep track of service performed during time periods that
Tip of the Week November 4, 2013
Set schedule calendar to default to a specific date or month. If you’re using Volgistics to prepare for an event that will take place in the future, you may want to setup the schedule calendar to default to a date or month other than the current one. This makes it easier to use because you