Had a really nice Outreach training with Christie, Gina, and Nancy. They were using ServTracker for outreach related stuff but coming back into MSC now to track that. Gina was brand new so got her setup with login crednetials.

Overall, we covered phone logs, service notes, contacts, file info, categories, and log/service stats. They've decided to focus mostly on Services (notes) vs phone logs (which they used a lot of in the past) mainly to keep reports clean and in one place. They had some unknowns popping up in stats due to old staff deleting some things but it didn't bother them. Otherwise their service (and phone log) categories seemed pretty clean and well organized.

Recorded session live.