Next webinar topic:
Creating Advanced Searches
Searching for information in UnionWare is fairly straightforward. You select your Criteria from this huge dialog box of options and then run your Basic Search. But, sometimes… your Basic Search just doesn’t quite provide you with the capabilities that you need.
Don’t worry!! When the Basic Search isn’t working for you… you can always try an Advanced Search.
This 1-hour webinar will walk you through the nuances of building different kinds of Advanced Searches. You’ll see how to add Criteria, use Boolean Operators such as AND, OR, NOT, INCLUDE, INTERSECT, and UNION.
✓ Wednesday, May 15, 2019 from 1:00 to 2:00pm CST
Interested in learning more about UnionWare Events? Not sure what Event Tracks do? Are you questioning how to use Questions? Wondering why you would need an Event Session?
Spend an hour with us and we will demystify how Events can be incorporated into your Union or Organization!!
Note and Document Types and Subtypes
Note and Document Types/Subtypes are probably one of 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 categorize the different kinds of electronic documents you upload into UnionWare. Setting up Related Documents allow 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.
Working with Grid Layouts
Whenever Users run a Search in UnionWare, the first thing they want to do is change how it looks. Typically, they want to sort it differently, or move columns around, or even get rid of unwanted columns. Grid Layouts provide you with a way of changing how your data looks. AND, if you do the same changes to how your data looks each time, we’ll show you how to save those changes to ease the repetitive effort.
This 1-hour webinar will show you the most effective ways to quickly change how your data is displayed in grids and drop-downs.
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