2 Webinar Topic Overview What is a Filter?How to create FiltersApplying Filters to other areas of Neoserra, including:Using client Filters to populate mass recipient listsUsing client Filters to narrow report outputUsing client Filters as a basis for viewing activity recordsUsing client Filters to create a batch of counseling sessionsUsing client Filters to reassign primary counselorsManaging saved FiltersCool 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 glassFilters are persistentSaved filters can be accessed from the “Filter” menu and can be deleted from Manage|Saved FiltersFAQ:
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 frameFinding 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 yearThere is no limit to the number of criteria you can string together…
5 Creating a FilterGolden Rule: Have a very clear idea of exactly what you want to accomplish with your FilterFor 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 DemonstrationFind all Woman-Owned Clients in State District CA-30
7 DemonstrationFind all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses
8 DemonstrationFind all Woman-Owned Clients in State District CA-30 excluding Veteran-Owned Businesses AND who have been counseled in the last 12 months
9 DemonstrationFind 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
11 DemonstrationGenerating a Report Based On a Filter
12 DemonstrationUsing a Client Filter to Narrow the Display of Client Activity RecordsLet’s do this two different ways!
13 DemonstrationFind 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 clientsFor example, you can document:An sent to all woman-owned businesses that details relevant changes in government contractingA conference call for HUBZone businessesTo 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 recordThis is great for mass closeouts!FAQ Resource:(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 SessionsCloseoutsBatch counselingMass 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 usersDelete the FilterEdit the FilterUnderlying 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
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 addressAll clients who do not have a nine-digit zipAll clients who have a referral from descriptionAll clients who have NOT been counseled in the last 90 days