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Neoserra FAQ Index. Neoserra FAQ Search. Have a burning question? Browse our listing of frequently asked Neoserra questions by topic to see if others have had the same question. You may find that quick answer or those exact step-by-step instructions you're looking for. If you'd like to browse the titles of the below FAQ articles, begin typing a ...
All reports can be generated in multiple different output formats including PDF, HTML, Microsoft Word, Excel or in a comma-delimited format. You can also create custom reports in Neoserra. The process of running a report is the same for system-defined reports and custom reports. All reports are run from their respective record type.
Neoserra is the latest customer relationship management (CRM) system offered by OutreachSystems and designed specifically for non-profit economic development programs. Neoserra replaces WebCATS and offers a modern inteface for your cient activity tracking needs. Neoserra tracks detailed demographic and economic information about your clients ...
Neoserra, by default, will send the emails from you. Your systems administrator can create custom templates if this is not desired. Assuming your email is addressed to less than 250 email addresses then you can individually delete email addresses found in the "List" field, but you are not able to add or edit the email addresses from this interface.
NOTE: You cannot send a Neoserra survey via any other email system! If you are using the Neoserra survey module then you also have to send the survey using Neoserra in order for the substitution variables to be properly expanded. Create the Survey Definition Record. To begin creation of a survey definition record, select View|Surveys.
As shown in the next graphic, it is the graphical version of the scorecard (not the columnar version) that displays in the Neoserra dashboard. This graphical version focuses purely on goal progress. If you have scorecard edit permissions then you can go to the goal set record under Manage|Scorecards|Goal Set and link your account to the goal ...
Using Neoserra's email functionality you can send emails to an unlimited recipient list, yet the emails are sent individually. As a general rule of thumb, OutreachSystems recommends that you use Neoserra's email functionality for bulk emails, while we recommend that you use your standard, default email application for one-on-one emails.
Neoserra has a calendar feature that allows you to manage all your client appointments, made from Neoserra. The Neoserra calendar can be integrated with your default calendar such as your Microsoft Outlook calendar or your Google calendar. In this FAQ we will discuss how you can manage your appointments on the Neoserra calendar.
The number "X" is configurable by the user under the Preferences interface of Neoserra. As noted above, the My Open Clients link presented in Neoserra are only for your counseling clients, in other words, clients for whom you are the primary counselor and who sought counseling services.
Also referred to as federal supply codes, product service codes are used by the United States government to describe the products, services, and research and development purchased by the government. Government procurement specialists and government contractors alike require a solid understanding of these codes in order to produce quality ...
