CRM Software for Economic Development Organizations
Phone: +1 805 967 1280 | email:

Where are my Investments and Conference records?

In Neoserra, you will find that we have renamed some of the traditional WebCATS record types.

  • Subsets are called Filters in Neoserra
  • Investments are called Capital Funding in Neoserra
  • Conferences are called Training Events in Neoserra
  • Training Summary Survey is called Evaluation Form in Neoserra
  • in Neoserra

One other menu item may look different in your Neoserra database. The traditional "Counselors" menu option is now customizable for each program. While all our FAQs will refer to counselors as counselors, your Neoserra database administrator may change this menu option to something more appropriate for your program.

Want more? Browse our extensive list of Neoserra FAQs.