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 ...
Forms Webinar On March 30th 2022, SETWorks hosted the first part of a three-part webinar series about SETWorks Forms. Part one reviews basics of the SETWorks form builder tool, including how to create a new consumer form and create questions, ...
Billable Individual Activity Records Webinar On August 25th 2021, SETWorks hosted a live webinar about the Group Record. You can view the recording from the link below: The SETWorks Billable Individual Activity Record is ideal for 1:1 situations - ...
Tasks! SET it! And Forget it! Want to get a reminder for birthdays? Want to track the due date of your next monthly? Want a reminder for your annual paperwork? We’ve got you - Tasks are here. Tasks are a SETWorks feature that help track action items ...