Needles Beyond the Basics/Marketing & Tracking Cases
July 17-18, 2012
9:00-5:00 daily
Owings Mills, MD
Needles Corporate Training Facility (Needles rate of $114/night at the nearby Hyatt Place Hotel)
Description: This session will focus on the management and reporting needs of your firm. Attendees will learn how to manage their report libraries and identify existing Needles reports that have been developed to help track the status and progress of your cases. This 2 day class is perfect for individuals who are responsible for maintaining and managing the firm's database. Topics will include:
- User defined reports available to you
- User defined report library manager
- Creating/modifying an intake screen
- Importing intakes from a third party
- Importing cases from a third party
Trainer: Sherryl Coleman
Cost: $900 for the first attendee from the firm. $450 for each additional attendee from the firm. Pricing includes the seminar and all handout materials, morning coffee, full lunch, and an afternoon break.