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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

Register here.


February 13
12:00 pm - 2:00 pm