Tip of the Week August 13, 2018

Create a date field to track when contact information was updated last, or other date records.

Volgistics does not automatically keep a date record to indicate when a volunteer’s profile or contact information was last updated. However, you can use the spare fields on the Profile tab of volunteer records to create a custom field for tracking this information. Here is how to create a custom date field:

  1. Select Setup from the Menu.
  2. Expand the “Field options” link.
  3. Select “Profile tab (for volunteers).”
  4. Select the first “Spare field” that has “(Hidden)” behind it.
  5. Change the “Field format” to Date, give your field a name, and change the “Hidden” setting to No.
  6. Click the Save button.

When dates are stored like this you will be able to create a Set to identify volunteer records that were updated during a specific time period. System Operators will be able to use this field to note the date they updated a record, and through VicNet this field can allow volunteers and Coordinators can note when they updated the contact information last.

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