Track additional contact information using Contacts

Tip of the Week December 12, 2022 Volunteer addresses and phone numbers are stored on the Core tab of the volunteer record. In most cases this is sufficient to track the volunteer’s information. But sometimes a volunteer record may have more than one address or phone number you want to track, such as if the

Tip of the Week December 4, 2017

Track multiple addresses and phone numbers for volunteers on their Contacts tab. Volunteer addresses and phone numbers are stored on the Core tab of the volunteer record. In most cases this is sufficient to track the volunteer’s information. But sometimes a volunteer record may have more than one address or phone number you want to

Tip of the Week September 25, 2017

Use the Contacts tab to record secondary contacts for group records 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

Tip of the Week December 5, 2016

Track multiple addresses and phone numbers for volunteers on their Contacts tab Volunteer addresses and phone numbers are stored on the Core tab of the volunteer record. In most cases this is sufficient to track the volunteer’s information. But sometimes a volunteer record may have more than one address or phone number you want to

Tip of the Week August 08, 2016

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

Tip of the Week June 20, 2016

Keep billing contact’s email address up-to-date to ensure account information is received In many organizations, the person responsible for paying the account’s service fees and managing invoices and receipts may not actually be an account Administrator. To allow this person to receive billing notices, Volgistics provides a separate email address for the account’s billing contact.

Tip of the Week September 21, 2015

Use the Contacts tab to record secondary contacts for group records 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 contact names and information for the group.

Tip of the Week February 9, 2015

Create a date field to track when contact information was updated last, or other date records. Volgistics does not automatically keep a date record of when a volunteer’s contact information was updated last. However, you can use the spare fields on the Profile tab of volunteer records to customize a field for doing this. System

Tip of the Week February 2, 2015

Track multiple addresses and phone numbers for volunteers on their Contacts tab. Volunteer addresses and phone numbers are stored on the Core tab of the volunteer record. In most cases this is sufficient to track the volunteer’s information. But sometimes one volunteer record may have more than one address or phone number you want to

Tip of the Week December 30, 2013

Use the Contacts tab to record secondary contacts for group records 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 contact names and information for the group.