WebCATS FAQ Search
Have a burning question? Browse our listing of frequently asked WebCATS questions by topic to see if others have had the same question. You may find that quick answer or those exact step-by-step instructions you're looking for.
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eCenter 2.0
What are some eCenter 2.0 upgrade considerations I should be aware of?
How do I configure the eCenter left hand menu?
How do I customize the text on eCenter?
How do I customize the eCenter (and WebCATS) e-mail messages?
How do I set up my PayPal account in WebCATS for use on eCenter?
How do I set up my online payment account (other than PayPal) in WebCATS for use on eCenter?
How do I publish a conference from WebCATS on eCenter?
How do I post documents from WebCATS to eCenter?
Reporting (Built-in Reports, Custom Reports, & Worksheets )
How do I run a built-in report?
How do I generate a worksheet?
Once I have generated a worksheet, what can I do with it?
My reports and mailing labels aren't being properly formatted during printing. How can I fix this?
How can I keep Internet Explorer's header and footer from printing on forms such as the SBA 641?
What's a Comparative Awards Report?
I'm trying to report on a grouping of records, but there is no Report button available. Why not?
How do I create a list of favorite reports?
What are the "Network Favorites" and "Report Favorites" tabs?
What is a custom report?
How do I design a custom report?
I've created and saved a custom report. How do I share it with others?
How do I export data from a report in WebCATS into Microsoft Excel?
What are "Softshare Sample" custom reports?
How can I create a PDF file from my WebCATS Report?
How do I run the Chrisman Report?
Subsetting
What is a subset?
How do I create a subset?
Can I save my subset for future use or to share it with other WebCATS users?
How can I use the various field types and options to best build my subset criteria?
What exactly are the specially calculated fields (i.e. those that are preceded by asterisks) that are available for some subsets?
I've created a client subset. How do I use the "*Last Client View" to find the number of counseling hours provided to this group of clients? Or the number of loans obtained by them?
How do I delete a saved subset?
How do I find all clients marked as "Start-up" who have now been in business more than one year?
How do I find companies based on the products or services they provide?
Sending E-mail
How do I email all my clients?
How do I email attachments?
How do I search for clients that don't have an email address?
General WebCATS
What are the database schema changes in WebCATS build 424 released December 2008?
Can I spell check the data that I enter into a record?
What is the expandable "Viewing Data" criteria box at the top of so many record summary screens?
What is the "History of Activity" list that displays in the lower pane of some records?
What are user permissions and how do they impact my ability to view, add, report, edit, and delete records?
How do I upload and manage attached documents?
The text display in WebCATS is too small. How can I increase the font size?
How do I disable pop-up blockers in WebCATS?
How do I create public and private notices?
How do I use HTML to create the public/private notices that display in WebCATS?
How do I disconnect stray WebCATS logins in order to free up user seats?
I'd like to edit a record, but there is no Edit button available. Why not?
Oops! I accidentally deleted a record. Can I restore it?
I created a record that I now need to delete. Where is the Delete button?
What is the MyWebCATS page?
I'd prefer that the MyWebCATS screen not automatically open when I log in. How do I disable it?
How do I switch between centers within WebCATS?
How do I modify the mandatory and visibility status of the fields on the client sign-up form in eCenter?
How do I create and manage Center records?
Client & Contact Records
What is the Client Merlin?
How do I add or remove fields from the Client Merlin?
When I create a new client record using the Client Merlin, many fields are already completed for me. Where do these field defaults come from?
How can I find and clean up duplicate client records in my WebCATS database, and prevent future duplicates?
How does the contact/company duplicate check feature work?
How does a quick search work?
Why can I link to some of the activity records listed for a client in the activity history list, but not others?
I know a client has had more activity than what I'm seeing in WebCATS. Why are some activity records missing?
Counseling Session & Other Client Activity Records
What is the role of the Funding Source field on client activity records and which one do I choose?
Can I create a counseling session record for a pre-client?
How do I simultaneously create a batch of counseling session records for a subset of clients?
What is the Sessions Merlin?
How do I create surveys in WebCATS?
Conference Records
I have an instructor from the outside who is coming in to teach the conference. How do I get their name to show in the Instructors/Personnel area of the conference record?
How can I list out all conferences that were held during a certain period of time, along with the conferences' attendees?
Can I find all the contacts from a particular county that attended training?
Can I merge conference attendee lists together or use an existing attendee list as the basis for a new one?
EDMIS & SBA
How do I create and upload my SBA data exports to EDMIS?
How do I generate parts I, II, and III of the SBA 641 Form?
How do I calculate the following SBA milestones/goals: new businesses created, capital infusion, extended engagement, and long-term counseling clients?
Bid Match Program
How can I generate the FPDS Awards Report for all contracts won by vendors in my state?
How do I search in a bid match profile?
How can I keep a client record's FSC, NAICS, and SIC codes from being automatically added to the client's search profile?
I just inactivated or reactivated a client's search profile. Why doesn't the client record reflect this?
How do the "restrict not" and "ignore" search statements differ?
What is a Global file?
What are unrestrict statements used for in the search profiles?
What does the exclamation point (!) signify in a search profile?
Can you explain the daily Softshare Search email and what all the bid match statistic headings mean, such as procure, award, FTO, small, etc.?
What is the option transport statement for in my search profiles?
How can I easily convert all of my bid match clients to the mybidmatch.com delivery format so that I can view the opportunities they receive on the Web?
How do I interpret the matching keywords that display at the bottom of every bid match opportunity?
How do I change the email address that bid match output is delivered to?
Why doesn't my newly created profile reflect the email delivery method and address shown in the client record?
How do I find all clients that are currently active on the Bid Match Program?
How do I find all clients that were active on the Bid Match Program at some point during the year?
Can I request that OutreachSystems add a site to the USABID database?
How do I inactivate a client's search profile?
Can I use BidCenter to enter a new bid opportunity to be submitted to the Bid Match daily search program?
