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 ...
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, ...
SETWorks Webinars Sign up today! SETWorks Webinar Registration Link If you missed one of our support webinars, or want to re-watch one, check out the links below! We have all of the previous recordings available here. 2021 Support Webinar Series ...
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 ...