Next webinar topic:
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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