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 13, 2023 | CM In App Announcements, Data Management, General Info, Grants, Reporting, System Administration, Tips & Tricks
The recording from the Volunteer Portal training is ready to be viewed by volunteers and staff. Thank you to every volunteer for the incredible work you do on behalf of children. Thank you to every staff member who supports the volunteers in your community. Here is...
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...
