Create a Set to find small or large service entries. At times you may get abnormal service entries that have been created. For example, if you use the VicTouch module, sometimes a volunteer will sign-in for an assignment, re- enter their PIN number to check the schedule, and then click the “Sign-out” button out of
Tag: volunteer management software
Tip of the Week November 12, 2018
Create an automatic report that shows volunteers due for a Checklist item. Volgistics includes a Checklist feature to help you track things such as orientations, flu shots, and background checks. You can use the Tickler feature in Volgistics to find volunteers who are due for a Checklist item. But you could also create an automatic
Tip of the Week November 05, 2018
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 can make it hard to find
Tip of the Week October 29, 2018
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. 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 use the
Tip of the Week October 22, 2018
Use Volgistics’ Holidays feature to remove volunteers from the schedule on days your organization will be closed. If your organization closes or just keeps minimal staff on certain dates you can add the date as a holiday in your account. This will automatically remove all regularly scheduled volunteers from the schedule for the date you
Tip of the Week October 15, 2018
System Operators can access the Volgistics Store from inside account. The Volgistics Store is where accounts can create invoices, pay for service, change service levels and perform other administrative tasks. Volgistics Administrators can access the Store by visiting www.volgistics.com, hovering over Try or Buy, clicking Store, and entering their credentials. But there is another way
Tip of the Week October 08, 2018
Preview what volunteers see when they login to VicNet. If your organization uses the VicNet module you may want to preview what a volunteer sees when they login. This can be useful when you’re doing things such as setting up Vic self-scheduling to see if you’ve set it up correctly. One way to do this
Tip of the Week October 01, 2018
Keep your account’s billing procedures accessible and ready As renewal dates approach and/or administrative personnel change, it can be important to make sure that there are authorized staff handling the billing for your Volgistics account and that they are able to access the Store, receive billing notifications, and know how and when to plan future
Tip of the Week September 24, 2018
Use email codes to personalize email messages. Volgistics has email codes available that allow you to personalize email messages that are sent to volunteers. These allow you to insert specific volunteer information into an email message similar to how the mail merge function works in a word processing program. The codes available allow you to
Tip of the Week September 17, 2018
Clear your own security blocks for your account. To protect customer accounts from unauthorized access, such as those who are not operators but who might try to guess the password or other information to login, Volgistics automatically places a security block on accounts where too many invalid login attempts have been made from the same