by Gina James | Nov 20, 2023 | CM In App Announcements, Data Management, General Info, Reporting, System Administration, Tips & Tricks
GREAT NEWS! A new burst training on ARCHIVE MANAGEMENT is here! Here is the link to the recording! https://www.gotostage.com/channel/7120564110353673478/recording/cbd997618d6e405790e3b77481185eef/watch?source=CHANNEL If you’d like a copy of the handout, please let me...
by Gina James | Nov 14, 2023 | CM In App Announcements, Data Management, General Info, Grants, System Administration, Tips & Tricks
STAFF ONLY TRAINING ON THE VOLUNTEER PORTAL *(SEE BELOW FOR INFO ON THE VOLUNTEER-SPECIFIC TRAINING): I have received quite a few requests from staff to train on the volunteer portal. A few weeks ago, I scheduled the training and sent out the registration link....
by Gina James | Oct 24, 2023 | CM In App Announcements, Data Management, General Info, Grants, Reporting, System Administration, Tips & Tricks
I have gotten a number of requests from individual agencies to do another training on the volunteer portal for staff only. Since this training is repetitive from beginning to end for all agencies, I have scheduled an all agency training on the volunteer portal for...
by Gina James | Aug 28, 2023 | CM In App Announcements, Data Management, General Info, Reporting, System Administration, Tips & Tricks
I have noticed that many users across our user base are not aware of some very important and time-saving workflows in CasaManager so you reach out to us (as you should) for help with simple tasks. Much of this is due to staff turnover and incoming staff not being sent...
by Gina James | Jul 24, 2023 | CM In App Announcements, Data Management, General Info, Grants, Reporting, Tips & Tricks
VOCA CASES We have recently gotten quite a few inquiries about VOCA cases, the VOCA report, and gaps in VOCA-specific data. To help you identify cases which SHOULD be set as VOCA in the grant field in the case details workflow, but are not, we have added a new option...
