Welcome to Neoserra

1. Welcome to Neoserra

2. Webinar Topic Overview • What is a Filter? • How to create Filters • Applying Filters to other areas of Neoserra, including: • Using client Filters to populate mass e-mail recipient lists • Using client Filters to narrow report output • Using client Filters as a basis for viewing activity records • Using client Filters to create a batch of counseling sessions • Using client Filters to reassign primary counselors • Managing saved Filters • Cool Filtering features

3. What is a Filter? • Subsets are now called Filters • A Filter is a user-defined grouping of records in the Neoserra database that share one or more common criteria. Filters can be created for almost every record type. • Filters are accessed from the “blue ribbon” or magnifying glass • Filters are persistent • Saved filters can be accessed from the “Filter” menu and can be deleted from Manage|Saved Filters • FAQ: http://www.outreachsystems.com/resources/help/neoserra/faq.jsp?id=n64

4. What Is a Filter? A Filter can be as complicated as: • Finding all clients that have (or have not) been counseled within a certain time frame • Finding all woman-owned businesses located in a particular congressional district that have a Web site, have more than one full-time employee, and have attended one of your program’s events within the last year • There is no limit to the number of criteria you can string together…

5. Creating a Filter • Golden Rule: Have a very clear idea of exactly what you want to accomplish with your Filter • For example, what does “find all active clients” mean to you? • Is it: Any client in the database that hasn’t been inactivated? • Or is it: Any client that has received counseling recently? If so, how recently? And what type of counseling? • Or is it: Any client that has received counseling or attended an event or is subscribing to Bid Match? • All of the above are possible. You just need to identify your exact needs before getting started!

6. Demonstration • Find all Woman-Owned Clients in State District CA-30

7. Demonstration • Find all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses

8. Demonstration • Find all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses AND who have been counseled in the last 12 months

9. Demonstration • Find all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses who have been counseled in the last 12 months across ALL centers

10. Demonstration • Sending a Mass E-mail to Filter Members

11. Demonstration • Generating a Report Based On a Filter

12. Demonstration • Using a Client Filter to Narrow the Display of Client Activity Records • Let’s do this two different ways!

13. Demonstration • Find all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses who have been counseled in the last 12 months across all centers who have been counseled regarding a Business Plan.

14. Using a Client Filter to Create a Batch of Counseling Sessions (Admins only) • You can simultaneously create multiple counseling session records to easily document an outreach effort made to a large number of clients • For example, you can document: • An e-mail sent to all woman-owned businesses that details relevant changes in government contracting • A conference call for HUBZone businesses • To easily assign potentially hundreds (or thousands) of clients to a counseling session, create a Filter first and then assign the entire Filter to counseling session record • This is great for mass closeouts! FAQ Resource: http://www.outreachsystems.com/resources/help/Neoserra/faq/25.asp (you can also type “batch counseling sessions” into Neoserra’Help field to reach this resource)

15. Demonstration(Admins only) • Using a Client Filter to Create a Batch of Counseling Sessions • Closeouts • Batch counseling • Mass updates (including counselor transfers)

16. Managing Saved Filters Under Manage|Saved Filters, you can perform several actions upon Filters YOU have previously saved: • Share with other users • Delete the Filter • Edit the Filter • Underlying SQL (be careful!) • Which centers records are pulled from (make sure this is compatible with who you’ve shared Filter with) NOTE: Neoserra administrators have access to all saved Filters

17. Demonstration • Managing Saved Filters

18. Cool Filterting Features Let’s look at some more advanced Filterting features. For example let’s find: • All clients who do NOT have an email address • All clients who do not have a nine-digit zip • All clients who have a referral from description • All clients who have NOT been counseled in the last 90 days

19. Questions?