Below you will find both in-depth and short topical training videos by role assignment.

Click on a link to view video.


Advanced Topics

Red Flag | Handout | 2022

Client History & Uploading Documents | Presentation Handout , Attachments Handout | 2022

Vendor Management and Conference Reports | Handout | 2021

Holiday Programs | Handout | Program Report | Worksheet | 2021

Client Merge | 2021

Pledges | 2021

Attachments and Express Assistance | 2021

Release 3.0 Enhancements