Mark batches of Awards as presented at same time using Tickler feature If your organization uses Awards as a way to recognize your volunteers, you may have certain dates when you present the awards to your volunteers, such as a recognition banquet, or the end of your fiscal year. In this case, you can quickly
Tag: Volunteer records
Tip of the Week August 17, 2015
Print service report for a single archived volunteer record. 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 volunteers. Help topic 1997 shows how to do this. Archived records also show
Tip of the Week July 27, 2015
Use the Find fields, and the Advanced options, to locate volunteer records. When you’re searching for specific groups of volunteer records, the Basic options on the Volunteers page provide a powerful search tool. For example, to locate just Active Adult volunteers, select “Active” from the Status dropdown and “Adult” from the Type dropdown, and then
Tip of the Week July 13, 2015
Store websites for volunteer records Volunteer records in Volgistics have a “Web site” field on the Core tab. On group records, this field can be used to record the organization’s website. On individual volunteer records, you can record the volunteer’s personal web page or their page on sites such as Facebook, Twitter, or Google Plus.
Tip of the Week June 29, 2015
You can copy one volunteer’s information with the Clipboard Copy feature. There may be times when you need to enter a volunteer’s basic information (such as name, address, phone number, etc.) into an outside word processing document. For example, some organizations may send letters to volunteers, or create award certificates. If you are doing this
Tip of the Week April 13, 2015
Archive inactive records to keep service information and save money Each Volgistics account includes a non-archived and an archived section. Your account’s service level determines how many records can be kept in each section. The non-archived section of your database is designed to be used for the records of active volunteers. Records in this section
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 December 29, 2014
Message history is available on History tab of volunteer record. When you use Volgistics’ features to send email, Vic mail, or text messages to volunteers, a record of the messages sent to each volunteer is kept on his or her History tab. You can view this record to see if the message shows as being
Tip of the Week November 10, 2014
Non-archived records can now be tagged and deleted in batches Volgistics has added the ability to tag non-archived records and then delete them. This will make the job of managing volunteer records more efficient because it provides a way to delete multiple non-archived records without archiving the records first. You can learn more about this
Delete Multiple Records at the Same Time
Non-archived records can now be tagged and deleted in batches Volgistics was originally designed to only allow one non-archived record to be deleted at a time. This helped prevent situations where multiple records were accidentally deleted and became non-recoverable. In March, we added a new feature that gives you the ability to restore deleted records