Upcoming Webinars
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.
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Wednesday, March 10, 2021 1:00 – 2:00 p.m. CST |
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Wednesday, March 24, 2021 1:00 – 2:00 p.m. CST |
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Wednesday, April 14, 2021 1:00 – 2:00 p.m. CST |
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Wednesday, April 28, 2021 1:00 – 2:00 p.m. CST |
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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Wednesday, May 12, 2021 1:00 – 2:00 p.m. CST |
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Wednesday, May 26, 2021 1:00 – 2:00 p.m. CST |
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Wednesday, June 16, 2021 1:00 – 2:00 p.m. CST |
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Wednesday, June 30, 2021 1:00 – 2:00 p.m. CST ✐ Click to Register |
Working with UnionWare Communications
Want to take advantage of UnionWare’s Communication Module to send Letters, Emails, or SMS text messages? Not sure how to set up your Communication Templates? Wondering how to send Text Messages? Curious if MailChimp is an option?
Spend an hour with us as we walk you through the different options for communicating more effectively with your Members.
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Wednesday, July 14, 2021 |
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Wednesday, July 21, 2021 |
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Thursday, August 11, 2021 |
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Wednesday, August 18, 2021 |
Case Administration: Setting up Templates and Automating Processes
Ever wondered how UnionWare schedules all your Steps and Actions when you are filling in Case information? Do you want to make sure you hit your dates for important milestones in your Cases? Do you want UnionWare to just automatically resolve your Reminders when you are updating your Case information? Spend an hour learning how you can automate processes within UnionWare Cases, and get your dates automatically schedule by learning about Case Templates and how they work.
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Wednesday, September 15, 2021 |
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Wednesday, September 22, 2021 |
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Wednesday, October 13, 2021 |
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Wednesday, October 20, 2021 |
Have a suggestion for a future one-hour productivity webinar?
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We’d love to hear from you!