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Three tips for searching reports in Cornerstone

The reports in your Cornerstone® Software contain a wealth of data. And in this Tip Tuesday video Erin Peters shares three tips to help you pinpoint the information you need, quickly and easily: 
1.    Using quotation marks.
2.    Boolean search, which allows you to combine keywords with the words and, not, and or, to further focus your results.
3.    Including or ignoring keywords in your results.

How to void a payment in Cornerstone

Not sure how to void a payment in Cornerstone? Cornerstone® Software expert Erin Peter is going to show you how. Whether the payment is associated with an invoice or made directly on the client’s account, this short video shows how easy it is. Watch this tip now!

New Tip Tuesday series serves up free Cornerstone know-how every week

Become a Cornerstone® Software pro with our weekly Tip Tuesday series! Every week our Cornerstone experts share a bite-sized tip or trick you can use right away. Topics range from reporting and inventory how-tos, to client communications, medical notes, and business administration.

On-demand webinar: What's New in Cornerstone 9.3

Cornerstone® 9.3 Software is here, and it includes over 50 of the most requested enhancements from customers like you! Check out this on-demand webinar featuring Cornerstone Beta Coordinator Jen Rumery and Cornerstone Expert Erin Peters for an overview of what's new!

On-demand webinar shows you how to get started using Cornerstone Software reporting

In this introduction to some of the most popular reports in your Cornerstone Software, host Erin Peters covers:
  • Finding and navigating reports
  • Popular reports
  • A sneak peek at what’s coming in Cornerstone Software 9.3
  • Tips, tricks and “hidden gems”