Exploring new software options and how their various features work can be overwhelming. It can be super helpful to see a demonstration to really understand the impact they can have on your organization. Plus, you might even discover a new must-have feature you didn’t know you needed.
In this video, one of our solutions architects and expert in nonprofit and public sector case management, takes you through some of the key elements of our Rules & Alerts features. This functionality will help you quickly meet participant needs, so nothing falls through the cracks, and you can keep your programs on track. You’ll learn how to use Rules & Alerts to notify staff when tasks are ready to be completed, how easy it is to create alerts, and how to use Time-Based Alerts.
Video chapters
Interested in jumping to a specific topic? Check out this list for where to start:
How to use Rules & Alerts: 0:42
How to create Rules & Alerts: 1:12
How to use Time-Based Alerts: 3:26
