Here are some simple TRICKS available in CasaManager which will certainly be a TREAT for you!
The list below contains some helpful features and shortcuts which you may not be utilizing to make your work easier. Check them out and you’ll be in for a real treat!
- Archive Management (Family, Child, Case, Volunteers)
- Bulk Volunteer Notes
- CasaManager News!
- Custom Forms and Letters
- Custom Reports
- Data Review Dashboard
- Email Feature
- Filtering
- Health Navigation
- Intake Forms (Family, Child, Casework)
- Integrated Help Guide
- Miscellaneous Fields
- Mix and Match
- NCASA/GAL Wizard
- New Window Feature
- Prior Adv / Profs
- Quick Counts
- QuickFinds
- Recurring Inservices and Recruitment Events
- Release Notes
- Reminders (including recurring)
- Reports Search Bar
- Site Map
- Tags
- Training Site (for recorded trainings)
- ‘View As’
- VOCA Wizard
- Web Links
To learn more about any of these and how to access and use them, please contact me at gina@casamanager.com.
Happy Halloween!