Tip of the Week October 30, 2023 If your organization uses the VicTouch module, you can create holiday cards which 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 graphics that
Category: 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!
Allow Volunteers to See Who Else Is Scheduled in VicNet
Tip of the Week November 8, 2021 If your organization uses VicNet or VicTouch, you can allow volunteers to see other volunteers who are scheduled by following these steps: Now when volunteers view the daily view of their schedule, they can see other volunteers who are scheduled. If you have volunteers who do not want
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Stopping Automatic Reports
Tip of the Week October 23, 2023 Volgistics reports can be configured to automatically run on a weekly or monthly basis. These reports can be delivered to your account’s In Box tab or be sent out by email. There may be times, however, when automatic reports have been setup for someone who is no longer
Use the Volgistics Store to Get Invoices and Receipts for Payments
Tip of the Week October 16, 2023 Each Volgistics account has a secure Volgistics Store where users can manage a variety of needs for their account such as arranging payments, creating invoices, and adjusting their service level. The Store can be accessed by System Operators with the Administrator user level and by anyone else who
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Keep billing procedures accessible and ready
Tip of the Week October 09, 2023 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 payments.
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Custom Theming for Volunteer Features
Tip of the Week October 02, 2023 The parts of Volgistics that are designed for volunteer access (VicNet, VicTouch, the Opportunity Directory, and application forms) all include custom theming options. These settings allow you to use your organization’s own colors, keeping your branding consistent with your own website. For example, you can review and update
Improving Email Delivery
Tip of the Week September 25, 2023 Like any service that sends email, there are a variety of reasons why email from Volgistics may not make it to your volunteers’ inbox, or why it might end up in their spam folder. If the message is rejected by the receiving system, and they give us a
Include Volunteer Names on Child Records in Excel Reports
Tip of the Week September 18, 2023 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 detailed volunteer information such as service entries and checklist dates, it is necessary to create
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Track Assignments Automatically
Tip of the Week September 11, 2023 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 mean the volunteer is available to fill in for other volunteers in that assignment. The
Use the Contacts Tab to Record Secondary Contacts for Group Records
Tip of the Week September 4, 2023 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 need to record additional contacts. In this case, you can create a new contact Kind
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