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# Citizen Request Management

Best Practices for Admins: Configuring 311 System for Success

Learn how to configure your SeeClickFix 311 CRM system for optimal performance. This on-demand webinar guides admins of all experience levels through set-up best practices to create efficient processes for staff and deliver a seamless experience for residents.

Original Air Date: Wednesday, September 3, 2025

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From initial configuration to fine-tuning workflows, the way your SeeClickFix 311 CRM system is set up can make a major difference in how effectively your team responds to resident requests. Without clear processes and optimized settings, staff may face bottlenecks, missed updates, or inconsistent reporting.

In this on-demand webinar, we walk through proven setup strategies that help admins at all experience levels build an efficient, organized, and user-friendly system. Topics include configuring categories, routing rules, communication templates to streamline service delivery, improve response times, and keep residents informed.

Whether you’re launching SeeClickFix 311 CRM for the first time or refining an existing setup, this session offers practical insights for building a stronger foundation for your process.

Watch the Recording

Meet Your Speaker

Brian McCormick Headshot

Brian McCormick

CivicPlus® Implementation Consultant

CivicPlus® Implementation Consultant Brian McCormick specializes in the SeeClickFix 311 CRM product. He has been with CivicPlus for nearly six years, with the last four dedicated to the SeeClickFix 311 CRM Implementation team. Outside of work, Brian enjoys all things fitness, spending quality time with his family, and exploring his goal of becoming more of a foodie.