CRM Software for Economic Development Organizations
Phone: +1 805 967 1280 | email: sales@outreachsystems.com

Neoserra FAQ Search

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Neoserra Interface

How do I save, delete, check for duplicates and validate address in Neoserra?

How do I set my personal preferences such as language, time zone and layout of my Neoserra interface?

How can I access the data stream, activity summary, graphs or the list view in Neoserra?

How can I access my Active, Long-Term, Open or Bid Match Clients as well as my Intake/Training Requests?

How do I find all my long-term clients with 5 (or almost 5) hours of counseling?

How do I find those clients that are active or "almost" active per the DLA 1806 definitions?

How can I manage my clients appointments using the Neoserra calendar?

What is the Message Center and when does a message appear in the Message Center?

 

Client and Contact Information

How do I create a new client in Neoserra?

How do I attach a top-level sticky note to my client record?

How is the county and/or congressional district data updated?

How do I search for my clients, contacts, counselors and/or pending requests?

How does the contact/company duplicate check feature work?

How does the Merge feature work?

How can I link one contact to multiple client records?

How do I transfer a client from one center to another?

How do I convert a contact to a client?

What is a pre-client, and how do I convert them to a client?

How do I move a primary contact from one client to another clients?

How do I upload and manage attached documents?

I'd like to edit a record, but there is no edit button available?

How do I delete a record in Neoserra?

Oops! I accidentally deleted a record. Can I restore it?

 

Counselor and Center Information

How do I create a new counselor or instructor record?

How do I add a picture to my counselor record?

How do I create a new center record?

How do I add a center's logo?

How do customize the background of the Neoserra login page?

How do I switch between centers within Neoserra?

 

Counseling Sessions & Other Client Activity Records

Where are my Investments and Conference records?

How do I create a Milestone record for a client in Neoserra?

What is the Professional Development activity record?

What data entry checks does Neoserra perform when I create a session?

What is the Funding Source field for, and what is a Sub-funding Source field?

Can I include an attachment in my email message sent from Neoserra?

How do I send an email to my active clients?

How do I send an email to my clients from Neoserra and automatically create a counseling session?

How do I send a separate email to each of my clients using the BCC field?

How do I send an email from my default email application (using the postbox email address) and create a counseling session?

How do I create a batch of counseling sessions (en masse)?

My email address is wrong in the automatic emails that are sent from eCenter and Neoserra, how do I change it?

What are the substitution variables I can use in emails generated from Neoserra?

 

Training Events

How do I create a new training event with one or more instructors?

How do I publish a training event on eCenter Direct?

How do I advertise training videos on eCenter Direct that are on-going and don't have a specific date?

How to market and advertise your training event to existing contacts in the database?

How do I enter Training Attendee Demographic information in Neoserra?

How do I create and manage training event attendee lists?

How can I see all the people (attendees) who have signed up for all my events via eCenter or manually?

How do I send an email to all the members of a training event attendee list?

How do I create and distribute training event surveys?

How do I create a hard-copy, training evaluation form?

 

Filtering

What is a filter, and how do I use one in Neoserra?

How do I customize my summary filter view?

How do I create a filter to identify all clients that don't have an email address?

How do I create a filter to find all clients with more or less than X hours of counseling?

How can I filter for a keyword in my clients' bid match search profile criteria?

Can I save my filter or share it with other Neoserra users?

 

Reporting and Scorecards

How do I run a report in Neoserra?

How do I generate parts I, II, and III of the SBA 641 form?

How do I print Avery mailing labels from Neoserra?

How can I create a custom report, and share it with my friends?

How do I generate a scorecard?

How can I review each line item of my scorecard and see the records that contribute to the line item total?

How do I create a custom scorecard?

How do I scorecard survey questions?

What is a scorecard definition record?

What is a scorecard goal set record?

How do I run a scorecard or a goal set for a group of counselors?

How do I display scorecards on the Neoserra dashboard page?

Understanding the Economic Impact/Capital Infusion Scorecard

Understanding the DLA 1806-T2 (version 2014) Scorecard

How can I get my clients express intent to be a client of my program for 1806-T purposes?

How do I satisfy the SBA National Impact Survey Requirements (formerly called the Chrisman Survey)?

How do I schedule reports and scorecards?

 

eCenter Direct

Can you give me an overview how I can customize eCenter Direct?

How do I customize my eCenter Direct settings including my logo?

How do I customize the "Contact Us" listing on eCenter Direct?

How do I customize the text on eCenter Direct?

How do I configure the eCenter Direct left hand menu?

How do I enable new clients to sign up for services from eCenter Direct?

Does eCenter Direct support deep links so that I can link to the right page(s) from my main website?

How do I process new sign-ups received from eCenter Direct?

How do I provide my client with helpful hints on the eCenter new client sign-up application?

What milestones are automatically created when a client edits their information on eCenter Direct?

How can I use the attribution and affirmation fields on the milestone records?

How do I provide my contacts/clients with their eCenter Direct password?

How do I publish a training event on eCenter Direct?

How can I include the company fields on my event registrations on eCenter Direct?

How do I process new contacts entered from eCenter Direct?

Why do I have new contacts entered from eCenter Direct on my home page, but I don't have any events advertised?

How can my client add other contacts belonging to the same company?

What does it mean when I receive a "eCenter Password Reset Failure" message?

How do I create and distribute training event surveys?

How do I create, post and advertise client surveys?

What is a core survey?

How do the built-in client activity questions available for client surveys work?

How can I update my agreement text and then have my clients re-acknowledge their agreement to my new terms and conditions?

What is the eCenter Updates menu selection?

How do I track Web site traffic and statistics for eCenter Direct using Google Analytics?

How much HTML do I need to know to create a great eCenter site?

How do I post documents to eCenter Direct?

How can I allow my clients to upload documents from eCenter Direct to their respective client record in Neoserra?

How do I add Useful Links to eCenter Direct?

How do I customize the email message templates generated by Neoserra and eCenter Direct?

How do I set up eCenter Direct event payment to a Authorize.Net merchant account?

How do I set up eCenter Direct event payment to a Converge merchant account?

How do I set up eCenter Direct event payment to a NelNet merchant account?

How do I set up eCenter Direct event payment to a PayPal merchant account?

How do I set up eCenter Direct event payment with my merchant account?

 

Administrator Functions and System Configuration

What is administrator-mode and how do I enter administrator-mode?

How can I use the Email Operations Center to see all email bounce-backs?

How can I schedule automated tasks such as automatic inactivation of clients or automatic reminder of scheduled appointment?

My program doesn't use the term "Counselors", can I change the name of this menu item?

What are the Data Maintenance checks that Neoserra automatically performs?

How does ZIP Code mapping work for Distressed and HUBZone Areas?

How do I make a built-in field mandatory? Or inactive?

Can I add my own user-defined fields into the database?

How do I create my own user-defined, custom forms?

How do I add, edit, or inactivate milestone types?

What does the "Prompt to synchronize clients and milestones?" global configuration do?

How do I add, edit, or inactivate capital funding types?

Can our program customize the defaults of the drop down pick lists?

How do I "lock" previously reported data to ensure database and reporting integrity?

How do I create a notice on my login page?

How do I exclude client product codes from the Bid Match search profiles?

How can I edit, add or search my Neoserra Knowledge Base?

How do I add/delete links under the Help menu in Neoserra?

How do I update several clients at the same time?

How do I inactivate (close-out) multiple clients all at the same time?

How do I create and upload my SBA data exports to EDMIS?

How do I generate the ASBDC Report?

 

User Accounts & Permissions

How do I create user and group accounts?

How do user account permissions impact my ability to access Neoserra?

How do I change my user password, and what if I forgot my password?

How to choose a good (strong) password?

Can Neoserra users manage their own passwords?

How do I inactivate a counselor and transfer that counselors' clients to a different counselor?

How do I disconnect stray Neoserra logins in order to free up user seats?

Is my Neoserra database secure?

Are Neoserra and eCenter Direct ADA 508 compliant?

 

Bid Match Program

How do I find all clients that are currently active on the Bid Match Program?

How do I create a new bid match search profile?

Can you explain the Boolean logic used in the bid match search profiles?

How do I edit an existing search profile or change the email address that the bid matches are delivered to?

What is the bid match email address and how can I update it?

What is a Global file that is referenced in all my clients' search profiles?

How do I inactivate, forward or test a client's Bid Match search profile?

How can I access my client's mybidmatch.com page?

How do I use the mybidmatch.com page?

What makes a good search profile?

How do the "restrict not" and "ignore" search statements differ?

Why did I get this Bid Match?

When to use set-aside terminology in a bid match search profile?

Can I request that OutreachSystems add a site to the USABID database?

Can you explain the daily OutreachSystems Search email and explain the bid match statistic headings, such as procure, award, FTO, small, etc.?

How do I use BidCenter?

 

General Information

What is OutreachSystems' Technical and Customer Service Policy?

What Internet browsers does Neoserra support?

Can I spell check my counseling session notes in Neoserra?

How much HTML do I need to know to create a great eCenter site?

Does Neoserra support a paperless environment?

Are the Neoserra online signatures recognized by SBA/DLA?

What WebCATS features are no longer available in Neoserra?