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
Tag: Volunteer records
Tip of the Week December 19, 2016
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.
Tip of the Week September 5, 2016
Use the Advanced options on the Volunteer’s page to fine tune searches When you’re looking for groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers you select “Active” from the Status dropdown and “Adult” from the Type dropdown and then
Tip of the Week August 29, 2016
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 July 18, 2016
Use a second monitor to show the Who’s Here page at VicTouch sign-in kiosk Organizations that use the VicTouch module to record volunteer service sometimes want volunteers or Coordinators to be able to quickly see which volunteers have arrived. You can do this by connecting a second monitor to the computer that runs your VicTouch
Tip of the Week July 11, 2016
Setup automatic reports to remind you to change a youth volunteer’s record when they become adults Many organizations separate adult and youth volunteers by giving them different Types in their account such as “Adult” and “Junior.” There is not a way to automatically change the volunteer’s Type when they reach a specific age, but you
Tip of the Week May 9, 2016
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 these 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 mind
Tip of the Week April 18, 2016
Finding and recording volunteer absences If your organization needs to keep track of when volunteers do not show up for scheduled assignments, Volgistics can help. The first step is to make sure all volunteer service for the date in question has been entered into the system. When this is done, you can create a Set
Document Storage Is Now Available
Document Storage Is Now Available We’ve been working hard to get the next phases of the VicDocs feature ready, and we’re pleased to announce that they are now available. You can go paperless by uploading and storing documents in a variety of popular file formats. Accepted file formats include PDF, DOC, XLS, TXT, JPG, PNG,
Tip of the Week February 15, 2016
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