See our Events Page for upcoming webinars! Past webinars can be viewed here:
The sidebar is a central feature of SAM that stores major details of your client’s case. Getting your team to use and easily find the forms and actions linked to the sidebar improves their desire to support data entry and reference the details important to the client’s they’re working with.
First in a 3-part series about formatting forms in SAM: we’ll discuss sub-forms and interesting format and configuration options that will present new ways of supporting your team’s visibility to the information you are collecting.
Learn the basics of managing lists in SAM, best practices and some tricks that ease data entry and data integrity for your system.
Hear a semi-delightful tale of Stefanie's neighbor and the permissions he had, but most importantly learn how to modify Permission types and test the Permission type for a user.
SAM Admins learn best practices to manage users of their systems and a tutorial of the new reports to aid in understanding how we track usage.
Our September webinar covered multi-record tables, their use, creation, and behavior on templates and reports.
Is your SAM site in need of a checkup? Our August webinar covered best practices for SAM admins to ensure a healthy and functional SAM site.
Our July Webinar covered the basics of template creation, including template reports and multi-record templates.
Learn how to schedule record upkeep, reminders, and reports!
Learn the basics of using auto actions in your SAM system to update fields, insert records, and send emails.