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eimmigration Basics for New Users

RayHerrera2 (1)
Hosted by Ray Herrera
May 23, 2025
|
10:00 AM PT

New to eimmigration? This training is for you.  We’ll cover the most important functionality everyone needs to know to start using eimmigration. 

This interactive session goes over all the basics and gives you a chance to ask your questions live. In just one hour, you’ll learn how to: 

  • Create and open client profiles
  • Link client records
  • Create new case files
  • Set reminders for important tasks
  • Capture client info using questionnaires
  • Auto-populate forms with client data

Whether your organization just started using eimmigration or you’ve recently been added as a new user, register for this training webinar to learn your way around the system.

On Demand Webinars