We’ll talk about the basics of building reports. Building good reports. Sorting, filtering and using reports.
Are you naturally organized like Marie Kondo? Or are you unconsciously avoiding the piles of to-do’s that require sorting? Stop spreading yourself thin between all the chaos of forms and documents in SAM, or worse, piles paperwork and invest the time in getting your SAM system up to date with all you need in order to be more effective.
Release Notes for March 5, 2019
2. Child Sibling Linking improvements.
3. Auto Actions improvements for greater consistency, including correction to defect found in Scheduled Actions.
4. Various Name configuration changes.
User Interface put into plain English: how you and your computer system interact. Toss in the word design and we’re talking adding style to our systems and everything digital we use to make our business go round. SAM makes sorting and making sense of it all so simple. Even better, SAM also makes it possible to add design elements to our forms that will give us all heart eyes.
Goals, plans, strategies all those things help us further our path in that direction. More times than not, reality sets in and deadlines pile up, new projects are acquired, and clients still take priority. Before you know it, you’ve got a forest fire with nothing but a water cooler near your desk. While not all “fires” can be planned for, there are a few things you can do to have your work be a little more “flame retardant”.
During the holidays, we're all making lists. Greeting card lists, cookie lists, 2019 goal lists, naughty or nice lists... In SAM, lists are used throughout to characterize records. Clients have a great deal of freedom to develop lists but, "checking it twice,” and reviewing lists should be done periodically to refine them and ensure your teams understand the definitions of lists.