Discover invaluable tips and tricks to level up your Impexium skills. We asked Jason Vance, Director of Client Experience and Solutions, to share a few of his favorite tools to help clients work smarter, not harder. In his (self-named) videos Tips with Jason, he shares his top three data management tools and how to focus on outcomes with queries.
In the first video, Jason covers how to manage relationships (the organizational kind, not dating advice), mass updating custom fields, and assigning committee end dates.
Next, Jason reveals different ways to build queries to get the specific information you need. He throws in a few tech tips and may just give you some ah-ha moments!
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