CRM Software for Economic Development Organizations

OutreachSystems

How do I switch between centers within WebCATS?

Upon login, WebCATS initially displays only records associated with your home center, which is established by your user account. However, you can review records associated with a different center (assuming you have the appropriate view permissions) by using the View|Centers navigation menu command to switch between centers.

Clicking View|Centers displays a list of centers configured for your WebCATS database, as shown in the next graphic. To begin viewing records for one of the centers in this list, simply click the center ID. You'll be taken to the client/company summary record listing and, from there, can navigate to other record types or tasks.

The center for which you are currently viewing records in WebCATS is known as your active center. In WebCATS, only one center can be active at any given time. You cannot view summarized records associated with more than one center at a time except in special cases, such as when viewing an "All Centers" subset or report output; the activity history list for a client, contact, or counselor record; the results of a quick search; or the results of a duplicate record check. And only if you have view permissions for other centers' records.



Want more? Browse our extensive list of WebCATS FAQs.