Reports Webinar On April 28th 2021, SETWorks hosted a live webinar about Reports. You can view the recording from the link below: Topics Discussed Topics discussed include: How to access the Reports tab. How to mark a Report as a favorite. How to ...
Billability Webinar On June 29th 2022, SETWorks hosted a live webinar about Billability. You can view the recording below: Featured Reports Staff Billability Report
Billable Individual Activity Records Webinar On August 25th 2021, SETWorks hosted a live webinar about the Individual Record. You can view the recording from the link below: The SETWorks Billable Individual Activity Record is ideal for 1:1 situations ...
Our Favorite Reports On June 21st 2023, SETWorks hosted a live webinar about Our Favorite Reports! You can view the recording from the link below: https://youtu.be/RhZXqZyJuT4 Resources: Articles and Videos that Kevin Referenced During the Webinar: ...
Tasks Webinar On May 26th 2021, SETWorks hosted a live webinar about Tasks. You can view the recording from the link below: Topics Discussed Topics discussed include: Benefits of using Tasks How to create a Consumer Task from start to finish ...