CRM Software for Economic Development Organizations
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What is an update session?

First of all, an update session is only applicable to SBA-funded programs. In short, an update session allows you to submit critical client updates to EDMIS without any other counseling session details.

If/when a client's business status, jobs or sales revenue figures are updated; AND the client has prior EDMIS history; AND there is no counseling session already created for the client on the same day that the update is made; then Neoserra will automatically create the update session. In the absence of a true counseling session, the update session provides the mechanism by which EDMIS is updated.

The update session will appear in the data stream and could potentially be deleted, but it cannot be edited. Update sessions are always system generated and cannot be created by the user. An update session, by definition, cannot include any time.

The update session will always be assigned to the user who made the edits to the client record.



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