As part of our new GrowthWheel NG features, you can now easily track your Client’s Impact Records on each counseling session with our recent update in GrowthWheel Online.
With the new SBA Counseling Record you will have a pop-up which makes gathering impact information from meetings with clients easy and simple.
As on the 641 form you will get instant notifications for missing or invalid data.
This release will help you:
Add all your SBA required information from each meeting
Register impact data, if the client has received funding
Select which sessions are reportable to SBA
In this short video, Elizabeth Binning will show you how this feature works:
Track your Client’s funding
— And choose which sessions you will report to SBA
We have integrated conditional logic so you will see the funding specification only if you check that your client has received funding.
Also you get to choose which counseling sessions are reportable to SBA or not. Only reportable sessions will be included in the EDMIS report.
