Managing Resources - Part I - Resource Database Overview This session will be the first in a series on Managing Resources. Part one will focus on understanding what a resource database is, with an emphasis on Resource Structure in iCarol and an ...
What is the ‘Referral Status’ Feature? The ‘Referral Status’ feature allows you to collect data about each referral made during your interactions in contact records and can be used with or without the ‘Needs Status’. This feature is intended to allow ...
During this webinar, participants share their thoughts and ideas about what is working and what isn’t regarding remote working, including the following topics: Management's role in remote work success Policies Setting expectations Technology/Security ...
During this training, participants will learn: what reports and charts are available on the Analysis tab in Statistics how to filter reports how to use the ranked bar chart how to use call content filters how to export data, and specifically, contact ...
During this training, participants will learn about: resource database structure resource search filters searching using custom categories searching using AIRS taxonomy saving resource searches searching using custom fields in resource records ...