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 | Mar 22, 2023 | CM In App Announcements, Data Management, General Info, Grants, System Administration, Tips & Tricks
I have learned of quite a few new staff changes across many agencies and that most of them have not participated in new user training. Lack of training creates an atmosphere ripe for data entry errors as well as lack of confidence and skill set building in...
by Gina James | Oct 26, 2022 | CM In App Announcements, Data Management, General Info, Grants, Reporting, System Administration, Tips & Tricks
For those who need training on the current version of CasaConnect AND for anyone who would like to be trained on how to use the new Archive Management feature, please register for either or both below. *Note: these will be the LAST trainings I plan to do this year so...
by Gina James | Sep 19, 2022 | CM In App Announcements, Data Management, General Info, Reporting, System Administration, Tips & Tricks
It is my understanding that many agencies’ volunteers are still using the old version of CasaConnect, logging in at CasaConnect.info. I have spoken with many of you to remind you that we have had a newly built version of CasaConnect, which was released and available...
by Gina James | Sep 9, 2022 | CM In App Announcements, Data Management, General Info, Grants, Reporting, System Administration, Tips & Tricks
As we continue to streamline workflows in CasaManager, I’ve been going through some workflows on which I’d like some feedback. This one is on the Inservice Workshop Detail Navigation. For years, we have had a text box there for Workshop In-house Comments on the bottom...
