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 | 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...
by Gina James | Jun 16, 2023 | CM In App Announcements, Data Management, General Info, Grants, MM In App Announcements, Reporting, System Administration, VM In App Announcements
Many of you have heard of the Annie E. Casey Foundation. If you haven’t, The Foundation is a philanthropic organization whose interests lies in the improvement of the health, safety, and well-being of youth, either before they become involved in the juvenile justice...
by Gina James | Mar 15, 2023 | CM In App Announcements, Data Management, General Info, Grants, MM In App Announcements, Reporting, System Administration, VM In App Announcements
It is March and I think some people have forgotten to do two things in the new year. Change your fiscal year dates in Agency Info to reflect your current fiscal year. Those dates impact all reports which run on the fiscal year date range. To advance those dates,...
