Upcoming webinar topics:
Webinars are free for all UnionWare users.
Lists and List Management
Ever needed to find a group of records, only to discover that the criteria for finding the records is random and inconsistent and that there is no way to search for all of the records with a single search?
Lists go beyond searches because they allow you to bring together dissimilar groups of records that you wouldn’t be able to find without using complicated searches or even multiple searches.
Our List Management webinar will walk you through the mechanics of creating and working with both Static and Dynamic Lists.
Note Types and Document Types
Note and Document Types/Subtypes are probably among the most overlooked features in UnionWare, but they hold so much potential for helping you structure and categorize your data to make it easier to find.
Note Types provide the ability to create a Default Note when you add a Member or a Case, or send emails automatically when you assign a Reminder to a co-worker.
Document Types allow you to categorize the different kinds of electronic documents you upload into UnionWare. Setting up Related Documents allows you to upload a document to any Employer Entity and have that document appear on Members or Cases that are related to that Job Entity.
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