by Gina James | Feb 4, 2025 | CM In App Announcements, Data Management, General Info, Grants, Reporting, System Administration, Tips & Tricks
National CASA/GAL 6-Month and Annual Surveys are coming due! Many of you have already completed your 6-month survey (good job!) If you haven’t, remember that you have an amazing wizard available to help you easily find and fix missing or bad data before you upload...
by Gina James | Jan 22, 2025 | CM In App Announcements, Data Management, General Info, Grants, Reporting, System Administration, Tips & Tricks
The wait is finally over! I have scheduled an all new, all updated A to Z training series! Attend any or all of the sessions, based on your needs and job responsibilities in your agency. Here are the registration links for each session. All sessions begin at 11:00 AM...
by Gina James | Feb 28, 2024 | CM In App Announcements, Data Management, General Info, Grants, Reporting, System Administration, Tips & Tricks
I have received requests for help from a number of NEW staff who have never gotten training on CasaManager. The CasaManager team must be notified when you have a staff change in your agency. Our internal customer database is not connected to your live CasaManager...
by Gina James | Jan 17, 2024 | CM In App Announcements, Data Management, General Info, Grants, MM In App Announcements, Reporting, System Administration, Tips & Tricks, VM In App Announcements
HAPPY NEW YEAR! We hope you all had a wonderful holiday season and are looking forward to a prosperous new year. With a new year comes a new FISCAL year for many of you whose fiscal year is January through December. So, you will need to update your fiscal year dates...
by Gina James | Dec 27, 2023 | CM In App Announcements, Data Management, General Info, Grants, MM In App Announcements, Reporting, System Administration, VM In App Announcements
Our CasaManager team hopes you all had a great holiday and are looking forward to a wonderful and prosperous New Year! I wanted to check in with you all to find out if you have any specific needs not already covered in the series of trainings I have done over the past...
by Gina James | Dec 18, 2023 | CM In App Announcements, Data Management, General Info, Grants, Reporting, System Administration
Please read my notification in CasaManager News dated December 13th and send the link to the recording from the session on the ‘Volunteer Portal Training for Volunteers’ directly to your volunteer pool. I am getting multiple requests from individual volunteers (and...