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 ...
Troubleshooting Webinar On November 30th 2022, SETWorks hosted a live webinar about Troubleshooting. You can view the recording from the link below: https://youtu.be/UavNQ_N1KJA
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 ...
How Do I Configure and Use Goal Types? Administrators Goal Types allow you to categorize and tag goals so you can take a big picture look at what’s happening in your organization. Categorizing your goals combined the Business Intelligence dashboards ...
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, ...