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 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:

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 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 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:
(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 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?