Software is only as good as how well it is understood and utilized. To this end, a staff well trained on your system investment is your organization’s greatest asset. CCC offers a wide variety of training options to assist your staff in utilizing your software to the best of its’ ability. In addition, when facing challenging turnover times, CCC is here to help pick up the slack with the training necessary to help those in need. When everyone in your office understands and knows how to use your software to its fullest potential, you can rest assured that you are getting the most out of your investment.
Wednesday, August 3, 9:00 a.m. MST
This webinar will provide an overview of the most commonly run membership reports for monthly statistics: New Member Joins, Membership Cancellation, Membership Type by Status, and MTD/YTD Stats. As time permits, we may also review Membership Retention and Membership Up For Renewal.
Wednesday, August 10, 9:00 a.m. MST
New to BudgeTIME? In this webinar, we will review how to navigate through the BudgeTIME module, including how to enter budget items such as income, expenses, and burden codes. We will also be reviewing budget forecasting features and control options as well as reporting and how to update the AccounTIME general ledger and export to Excel.
Select/Ad Hoc Reporting
Wednesday, August 17, 9:00 a.m. MST
The Select/Ad Hoc Reporting webinar is designed to provide the knowledge users need to select data and create reports. In this webinar, we will be providing an illustration of the logic behind Select files and how to better maximize available options within. Additionally, we will be reviewing the Ad Hoc reporting feature, which allows users to generate a report from records found without using a second option.
Purchase Order for Beginners
Wednesday, August 24, 9:00 a.m. MST
This webinar is designed for branch executives, department executives, finance managers and other staff members who are interested in CCC’s Purchase Order module. In this webinar, we will be reviewing the control setup and entire PO process, which includes entry, posting, and accounts payable. This webinar will also highlight the exciting features that make the Purchase Order module a must for any association. These features include: e-mail PO approval based on approval limit, invoices tired to POs that post directly to AP, and POs paid by credit card that will post to the credit card vendor in AP.
Wednesday, August 31, 9:00 a.m. MST
This webinar will provide a brief overview of the most commonly run campaign reports: Campaign Detail Report, Campaign Summary Report, Campaign Pledge History Report, and Pledge Balance Report. If time permits, we will also review the Gift Club Report.
2017 Release OpTIME and FundTIME
Wednesday, November 15
In this Webinar, Cheryl and Sue give an overview of changes and enhancements coming in the 2017 release. Marcus and Cheryl discuss new partnerships and features currently in development.