UnidosUS Training: Advanced Client Management Using CounselorMAX Webinar

Print ShareThis

February 13, 2018 | 12:00 PM - 2:00 PM EST



UnidosUS is currently registering counselors for the Advanced User's Guide to CounselorMax Webinar. It is a live on-line training that can be taken directly from your office. The training will take place on February 13, 2018 from 12:00 PM - 2:00 PM EST. Upon confirming your registration, you will receive the log-in information for the webinar portal and downloadable materials for the course.

This course will cover the following:

  • Administrative functionality - Features in CounselorMax that can be customized for you - keeping it streamlined and efficient
  • Reporting - How to use monthly & quarterly reports for compliance with your intermediary and other funding sources-saving reports for quick reference
  • Exporting to excel & using pivot tables to extract important data for program reports and for grant writing
  • Data repair - How to fix data in the system using admin
  • Outreach sponsor & funding source fields - What is it and how can it be used to track programs?
  • Top 5 reports that your funders will want to see

Register for UnidosUS Training: Advanced Client Management Using CounselorMAX Webinar.

For any questions regarding registration, please send an email to nhnla@unidosus.org.

Hosted By:


Tags: Housing Counseling Program