Neoserra • California Norcal SBDC

I made a quick 8-minute video to show you how to update a client record in Neoserra who is missing a 641. You can find the link in the Help drop-down menu in Neoserra or use this direct link: https://vimeo.com/575099561.

PLEASE DO NOT MERGE CLIENT RECORDS IN WHICH BOTH HAVE A COUNSELING HISTORY!!

This will lead to many EDMIS errors and is a headache to clean up. If you have duplicate accounts each with a counseling history, please contact me. There are alternate ways of handling duplicates.

Thank you!

Carrie Lopez

Google Chrome users - Printing a PDF in Chrome is tricky depending on which PDF viewer you use. If you are unable to download or print directly from the browser, follow the below instructions:

After pulling up the PDF report, right click and choose “Print.” Instead of sending to a printer, choose “Save as a PDF” and save it to your hard drive. Then open that PDF and print.

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