Category Archives: Tip of the Week

This is part of our Tip of the Week series. These weekly quick tips will help you utilize features in Volgistics you may not have known about. Check back often for new tips!

Stopping Automatic Reports

Tip of the Week October 14, 2019 Volgistics has a feature that can be setup so that certain reports will automatically process during the overnight maintenance cycle. These reports can be delivered to your account’s In Box tab on a … Continue reading

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Keep Your Account’s Billing Procedures Accessible and Ready

Tip of the Week October 07, 2019 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 … Continue reading

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Use the Contacts Tab to Record Secondary Contacts for Group Records

Tip of the Week September 30, 2019 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 … Continue reading

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Include Volunteer Names on ‘Child’ Records in Excel Reports

Tip of the Week September 23, 2019 In databases, a ‘child’ record is a piece of information that relates back to one particular record. Because Excel Spreadsheet reports are designed to be able to contain a very large amount of … Continue reading

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Track Assignments Automatically

Tip of the Week September 16, 2019 In Volgistics, a volunteer’s Role in an assignment shows their relationship to the assignment. For example, a Role of Assigned means that the volunteer is actively serving while a Role of Substitute might … Continue reading

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Limit the Rights or Access to Volgistics for Specific System Operators

Tip of the Week September 02, 2019 If a Volgistics Account will utilize the services of system operators other than just the account’s Administrator(s), it may be important to define specific limits of the rights or access for those users. … Continue reading

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Prompt a Password Reset for System Operators

Tip of the Week August 26, 2019 Whether you’re assigning an operator a password that you want to make temporary, or your organization has security concerns and wants all users to update their login information, or you simply want to … Continue reading

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Keep Report Columns All on One Page

Tip of the Week August 19, 2019 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 … Continue reading

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Print Service Report for a Single Archived Volunteer Record

Tip of the Week August 12, 2019 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 … Continue reading

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