Dec 5, 2019
Veracross uses individual events to track when certain milestones occur, e.g., when you send someone their account welcome email, the "Welcome Email Sent" individual event is added to their person record, letting you easily see who got the email and when. Did you know that you can create your own individual event categories with custom security? In part 1 of this webinar series, join us to get an overview of how individual events work in Veracross and then see a use case for tracking information not otherwise easily captured. In part 2 next week, we'll go through a second use case and then talk about how to report on these custom individual event types we've created.