Tip of the Week July 26, 2021 When you’re searching for specific groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers, select “Active” from the Status dropdown and “Adult” from the Type dropdown, and then click the “All” link. However,
Continue Reading “Use the Find Fields, and the Advanced Options, to Locate Volunteer Records”
Link to web sites for volunteer records from within Volgistics 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 web site. On individual volunteer records, you can record the volunteer’s personal web page or their page on sites such
Disable VicNet access for specific volunteer records If your organization uses VicNet, 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 when you
Message history is available on History tab of volunteer record. When you use Volgistics’ features to send email, Vic mail, or text messages to volunteers, a record of the messages sent to each volunteer is kept on his or her History tab. You can view this record to see if the message shows as being
Keep a local back-up of your volunteer data. Volgistics includes the ability to create a local back-up of your volunteer data using Excel spreadsheet reports. One reason to save this data to your local system is to access to your volunteer data in a situation where your Internet connection is down. However, there is another
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
Use the Find fields, and the Advanced options, to locate volunteer records. When you’re searching for specific groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers, select “Active” from the Status dropdown and “Adult” from the Type dropdown, and then
Archive inactive records to keep service information and save money Your Volgistics database is divided into archived and non-archived sections. The Archive is designed for long term storage of inactive volunteers. In your account’s service level, archived records cost significantly less because they have more limited functionality than non-archived records. For example, archived volunteers cannot
Include archived volunteers in Excel spreadsheet reports Your Volgistics database is divided into archived and non-archived sections. The Archive is designed for long term storage of inactive volunteers. In your account’s service level, archived records cost significantly less because they have more limited functionality than non-archived records. For example, archived volunteers cannot be tagged or
Find a volunteer’s last access to VicNet If you use the VicNet module to allow volunteers to login to the secure portal to do things such as update their contact information, download forms, receive messages, view or record service, and more, you may sometimes need to see when a volunteer signed into the module last.
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