ClearView Academy Webinars

ClearView Academy Webinars

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To better ensure you have the right tools for every job, ClearView CRM is in constant development.  Keep up with these frequent enhancements by joining our free webinars. In each session, we highlight improvements from recent releases, offer insights on underused features, and give tips for using ClearView more effectively.  Additionally, we may have a section dedicated to ClearView Administrators that showcases select features for administrative users.

Occasionally, we will offer one-off "Special Topics" sessions to highlight newly-debuting, more substantial functionality.  These webinars will give a targeted, in-depth tour of new developments of this nature.

help 16If you have any questions about our webinar series or on demand resources, please contact our Training Department at This email address is being protected from spambots. You need JavaScript enabled to view it..

Upcoming Free Webinars

Check back each month to see if we have any Special Topics webinars on the horizon!

 

On Demand Webinars

warning 16ClearView CRM is always improving, and new functionality is added many times per year.  In our past webinar recordings, showcased features may have changed over time.  As a point of reference, our Documentation collection stays current as ClearView evolves.  If you have any questions, contact our Client Services team.

Webinar Video Quick Access

Missed our last webinar or want to check our old ones? Head into our video collections to access our most recent webinar recording, and scroll through past sessions.

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Monthly Webinars Video Collection

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Special Topics Webinars Video Collection
Password: CVCRM

Webinar Video Archive

Review our video archive for direct access to each specific webinar recording, general information about past webinars, and session agenda links.


 On Demand Webinars: 2018

Date & Recording
March 20, 2018 Monthly Session

Session Recording 
February 20, 2018 Monthly Session

Session Recording
January 16, 2018 Monthly Session  

Session Recording


On Demand Webinars: 2017

Date & Recording
Session Highlights & Full Agenda
December 19, 2017 Monthly Session

Session Recording 

  
November 21, 2017 Monthly Session

Session Recording 

  
October 17, 2017 Monthly Session

Session Recording 

  
August 15, 2017 Monthly Session

Session Recording 

Features:

Acclimate session participants to the recent improvements, enhancements, and fixes to ClearView CRM.
July 18, 2017 Monthly Session

Session Recording 

Features:
Enhancements and fixes to ClearView CRM
June 20, 2017 Monthly Session

Session Recording 

Features:
General-User focused features like Prospect and Batch enhancements.
May 16, 2017 Monthly Session

Session Recording 

 Features:
Enhancements and fixes to ClearView CRM based on past release(s). Admin focused features Data Table Defaults and Views.
April 18, 2017 Monthly Session

Session Recording 

Features:
Batch and List manager enhancements.
March 21, 2017 Monthly Session

Session Recording 

Features:
Prospect Search and Prospect record improvements and fixes to ClearView CRM.
March 8, 2017
Special Topics Webinar: Using More ClearView

Session Recording

Features:
Use ClearView CRM to its full capacity with List Manager, Events, Batch, and Mobile.
February 21, 2017 Monthly Session

Session Recording

 

General User-Focused Features:
New Standard Dashboard panels, Unit Areas in Utilities, and Report updates.
January 17, 2017 Monthly Session

Session Recording 

General User-Focused Features:
The updates made to Dashboards, Keyboard shortcuts, Events, and Reports.


 On Demand Webinars: 2016

Date & Recording
Session Highlights & Full Agenda
December 20, 2016 Monthly Session

Session Recording 

General User-Focused Features:

Reviewing the Utilities added to ClearView Segmentation, Export, and Procedure.
November 15, 2016 Monthly Session

Session recording

 General User-Focused Features:
Acclimate session participants to the recent improvements, enhancements, and fixes.
October 18, 2016 Monthly Session

Session recording 

 

General User-Focused Features:
Recent improvements, enhancements, and fixes.  From the Save/Save and view, Events, to Utilities Payment and Pledge Acknowledgements.
October 5, 2016 
Special Topics Webinar: 
Batch Basics & Beyond

Session recording 

General User-Focused Features:
An overview of everything related to Batch.  From searching, creating, and best data entry workflows.

 
October 4, 2016 
Special Topics Webinar: Mobile on the Move

Session recording 

General User-Focused Features:
Take a tour of the mobile app environment from the basics to tips on making data entry on-the-move faster.
September 20, 2016 Monthly Session

Session recording

General User-Focused Features:
Learn about the enhancements made to GoTo menu, Opportunities, Events and Utilities. Plus Admin focused VAE user interface changes.
Wednesday, August 31, 2016 
Special Topics Webinar 

Session recording
 
 
Special Topics Webinar: Essential Reporting Updates

Learn about the changes to the ClearView Business Intelligence 6.2 environment.

You’ll get a basic overview of the updated features, all while reviewing standard ad hoc report building functionality. Plus, we’ll also explain the improvements that were made to the Prospect Detail Domain & how it affects your existing reports.
Tuesday, August 16, 2016 Monthly Session

Session recording

General User-Focused Features:
Learn about the enhancements made to Mail History, Prospect ID, and Batch. Plus Admin focused  Send Email Configuration.
Tuesday, July 19, 2016 Monthly Session

Session recording

General User-Focused Features:
Learn about the enhancements made to List Manager, Events, and Batch. Plus check out the new Top Donors Report added to ClearView.
Tuesday, June 21, 2016 Monthly Session

Session recording

General User-Focused Features:
Learn about the new Dashboard Panels and Reports added to ClearView. Also covered was Events Data Table Views, additional fields, and hyperlinks within records.
Tuesday, May 2016 Monthly Session

Session recording

 

General User-Focused Features:

  • Learn about some updates that make your ClearView experience more streamlined: main navigation menu More drop-down, new Batch defaults, and the new administrative Switch User feature.  And more!
Tuesday, April 19, 2016 Monthly Session

Session recording

 

General User-Focused Features:

  • Learn about Political Outreach--ClearView's newest feature set.  Also take a look at the new-and-improved Lists dashboard panel, some Opportunity Management updates, and tips on how to administer all of these new features.
Tuesday, March 15, 2016

Session recording

 

General User-Focused Features:

  • This session introduced a new List Manager tab--Event Goals.  Additionally, a new Create Memo prospect Quick Action, and Planned Gifts Attachments support was covered. 
Wednesday, February 2016 Special Session: Administrative Updates

11AM - 12PM EST

Session recording

Special-Topics Webinar:

  • In this session just for ClearView administrators, learn how to take advantage of new administrative features designed to help you leverage ClearView according to your organization's business rules.  Learn more in our latest release notes.
Tuesday, February 16, 2016

2PM - 3PM EST

Session recording

General-User Focused Features:

  • This session was entirely dedicated to List Manager--ClearView's newest way for you to pull together lists of information.  Learn more in our latest release notes.
Tuesday, January 19, 2016

2PM - 3PM EST

Session recording

 

 

General-User Focused Features:

  • Learn about how using Shared Addresses saves you time, and improves data integrity
  • Get an introduction to Events Management's debut in ClearView

In "New to You":

  • Explore the benefits of using the Gift Honor/Memorial flag

Just for Admins:

  • See how you can set Data Table Defaults for select ClearView CRM Mobile tables
  • Take a tour of Events Management-related administrative functionality
Tuesday, January 12, 2016 Special Topics Webinars: Welcome to ClearView CRM Mobile

2PM - 3PM EST

Session recording

 

Thursday, 1/14/2016

11AM - 12PM EST

Session recording

 

Session Description: 

Acclimate session participants to the ClearView CRM Mobile environment by providing a basic overview of related features, and supply documentation resources to support continued individual learning pursuits.


 On Demand Webinars: 2015

Original Air Date & Recording Link
Session Highlights & Agenda

December 2015 Monthly Session

Tuesday, December 15th, 2015

Time: 2:00 PM - 3:00 PM EST

General-User Focused Features:

  • Learn about Shared Address functionality that is coming to ClearView
  • Check out new updates to Planned Giving features

In "New to You":

  • ClearView CRM Mobile is here!  Take a tour of SofTrek's newest application, and learn how to get it for yourself.

November 2015 Monthly Session

Tuesday, November 17th, 2015

Time: 2:00 PM - 3:00 PM EST

General-User Focused Features:

  • Discover the secrets of the Site Map
  • Learn about the benefits of the News Updates dashboard panel

In "New to You":

  • Save time and communicate more effectively with your colleagues using ClearView Notifications

Just for Admins:

  • Help your users work with data tables by configuring optimized Data Table Configurations and custom Data Table Views.

October 2015 Monthly Session

Tuesday, October 20th, 2015

Time: 2:00 PM - 3:00 PM EST

General-User Focused Features:

  • Learn how to delete Registrations
  • See where to access Technical Release Notes
  • Take of tour of three updated standard reports:  Campaign Summary Report, Donor Giving Comparison Report, and Prospect Query Report

In "New to You":

  • Make the most out of working with prospects by creating your own Prospect Summary View
  • Check out the administrative features associated with Managing Prospect Summary Views for your users

September 2015 Monthly Session

Tuesday, September 15th, 2015

Time: 2:00 PM - 3:00 PM EST

General-User Focused Features:

  • Explore Canadian address capabilities in the Quick Actions menu
  • Learn how to add and edit Registrations
  • Take of tour of Event Payments and Registrations in Batch
  • View the new Monthly Givers Report

In "New to You":

  • Dive into Business Intelligence with Ad Hoc Views

August 2015 Monthly Session

Tuesday, August 18th, 2015

Time: 2:00 PM - 3:00 PM EST

 

July 2015 Monthly Session

Tuesday, July 21st, 2015

Time: 2:00 PM - 3:00 PM EST

 

June 2015 Monthly Session

Tuesday, June 16th, 2015

Time: 2:00 PM - 3:00 PM EST

 

May 2015 Monthly Session

Tuesday, May 19th, 2015

Time: 2:00 PM - 3:00 PM EST

 

April 2015 Monthly Session

Tuesday, April 21st, 2015

Time: 2:00 PM - 3:00 PM EST

 

April 2015 Special Topics Webinar: ClearView Embedded Reports

Tuesday, April 16th, 2015

Time: 11:00 AM - 12:00 PM EST

 

April 2015 Special: ClearView Embedded Reports

Tuesday, April 8th, 2015

Time: 2:00 PM - 3:00 PM EST.

 

March 2015 Monthly Session

Tuesday, March 17th, 2015

Time: 2:00 PM - 3:00 PM EST

 

February 2015 Monthly Session

Tuesday, February 17th, 2015

Time: 2:00 PM - 3:00 PM EST

 

January 2015 Monthly Session

Tuesday, January 20th, 2015

Time: 2:00 PM - 3:00 PM EST

 


 On Demand Webinars: 2014

December 2014 Monthly Session 

Tuesday, December 16th, 2014

Time: 2:00 PM - 3:00 PM EST

December 2014 Special Topics Webinar: Rolling Out ClearView Batch

Thursday, December 11th, 2014

Time: 2:00 PM - 3:00 PM EST

December 2014 Special Topics Webinar: Rolling Out ClearView Batch

Wednesday, December 10th, 2014

Time: 11:00 AM - 12:00 PM EST

November 2014 Monthly Session

Tuesday, November 18th, 2014

Time: 2:00 PM - 3:00 PM EST

November 2014 Special Topics Webinar: ClearView Business Intelligence

Wednesday, November 5th, 2014

Time: 10:30 AM - 11:30 AM EST

October 2014 Special Topics Webinar: ClearView Business Intelligence

Thursday, October 30th, 2014

Time: 2:00 PM - 3:00 PM EST

October 2014 Monthly Session

Tuesday, October 21st, 2014

Time: 2:00 PM - 3:00 PM EST

October 2014 Special Topics Webinar: Intro to Calendar & Email Integration

Tuesday, October 15th, 2014

Time: 2:00 PM - 3:00 PM EST

October 2014 Special Topics Webinar: Intro to Calendar & Email Integration

Tuesday, October 2nd, 2014

Time: 1:30 PM - 2:30 PM EST

September 2014 Monthly Session

Tuesday, September 16th, 2014

Time: 2:00 PM - 3:00 PM EST

August 2014 Monthly Session 

Tuesday, August 12th, 2014

Time: 2:00 PM - 3:00 PM EST

July 2014 Monthly Session 

Tuesday, July 22nd, 2014

Time: 2:00 PM - 3:00 PM EST