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NHNLA Webinar: Advanced Client Management Using CMAX
February 13 @ 12:00 pm - 2:00 pm
Upon confirming your registration, you will receive the log-in information for the webinar portal and downloadable materials for the course.
This course will cover the following:
- Administrative functionality-Features in CounselorMax that can be customized for you-keeping it streamlined and efficient
- Reporting-How to use monthly & quarterly reports for compliance with your intermediary and other funding sources-saving reports for quick reference
- Exporting to excel & using pivot tables to extract important data for program reports and for grant writing
- Data repair-How to fix data in the system using admin
- Outreach sponsor & funding source fields-What is it and how can it be used to track programs?
- Top 5 reports that your funders will want to see