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Jessica Daniels

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Latest activity by Jessica Daniels
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    Jessica Daniels created an article,

    Email Setup: App Passwords for Google and Office 365

    Google and Office 365 have been working to improve their security by doing away with the "enable less secure apps" feature and instead having users get app passwords to use in their software (such ...

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    Jessica Daniels created an article,

    Editing a field title across SAM: family case record

    A quick video to show you how to edit the name of a field in a family case record.   

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    Jessica Daniels created an article,

    Auto Actions: Before You Start, Do This

    It's helpful to have a few things organized before you create a new Auto Action in SAM. 1) Write out what the Auto Action is supposed to do List what you'd like the Auto Action to do (be specific)....

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    Jessica Daniels created an article,

    Reports Webinars

      Build A Report In today’s webinar, we talked about the basics of building reports. There were 4 main topics: 1. What’s behind reports - a discussion of tables and fields 2. Building a report - th...

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    Jessica Daniels created an article,

    Templates Webinars

    Templates Covers the basics of template creation, including template reports and multi-record templates.   Polished Public Forms (Styling with templates) In today’s webinar, we showcased a new fea...

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    Jessica Daniels created an article,

    Auto Actions Webinars

      Auto Actions Basics This webinar is meant for SAM users new to auto actions and covers creating basic actions triggered by field updates.   Auto Actions We cover how to set up basic scheduled re...

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    Jessica Daniels created an article,

    Family Portal & Forms Webinars

    Family Portals & Public Forms We showcase SAM's Family Portal - a single form that links the other checklists and forms clients can complete online. Share licensing/home study details, allow famili...

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    Jessica Daniels created an article,

    Checklist Webinars

    Checklist Setup June 2020   Checklist Setup June 2020   Online Checklists for your clients! Setup checklists for your clients to prepare for their case by uploading documents and providing them i...

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    Jessica Daniels created an article,

    User/Admin Basics & Q&A Webinars

    User Basics 2020 We quickly touch base on terms, settings and reports for new users to get acquainted with SAM. In this webinar, we’ll bring users up to speed on SAM Terms, Settings, Forms & Docs,...

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    Jessica Daniels created an article,

    SAM Tour Videos (All in one place)

    Just in case you'd like a refresher of any of the videos in the SAM tour, we've put links to them below for your convenience.  Or, you can click here get back to the complete SAM Tour Guides   Over...