The purpose of this Knowledge Base is to guide you to use different tools available in Microsoft Excel to help you learn how to get the most out of your Contact Record Data Export files to meet your reporting needs. Important notes to consider before ...
There are fourt parts to the iCarol Statistics and Reporting webinar series: Introduction To Reporting - Part 1 Advanced Reporting: Statistics – Analysis Area - Part 2 Advanced Reporting: Contact Record Data Exports - Part 3 Advanced Reporting: ...
During this training, participants will learn about: Part I - Overview of Contact Form Version Settings Contact form settings found on the Calls tab in Admin Tools definitions of Categories, Groups and Fields editing/managing contact forms Category, ...
During this training, participants will learn about: what details are available on the main Contacts page logging interactions in contact forms making referrals from a contact form noting needs and unmet needs follow-ups surveys outbound calls caller ...
You may want to use one or all of these Knowledge Base articles below to help you learn how to document and manage your contact record forms, and to help you develop processes to train your users to follow. Please sign into iCarol before selecting ...