Auto Actions Basics
This webinar is meant for SAM users new to auto actions and covers creating basic actions triggered by field updates.
Why, when and how to setup basic Auto Actions. We show simple Update Field and Scheduled email Auto Actions.
We cover how to set up basic scheduled record maintenance (close an inactive inquiry case), email families and case workers when a home study will expire, and set up a weekly email to a program manager with a report.
We share how to use Background checks in SAM and setup Auto Actions to automate the entry of background check records, so your team doesn't have to do so manually.