Client Services Salesforce

Recording a MARTA Card

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MARTA Cards are given to clients when they need transportation to a medical or social services appointment, a job interview, or to their job itself.

Tracking MARTA Cards are critical to know how many cards a client has received and to be able to report back to MARTA how many cards we've given out and for what purpose.

This article describes how to record a MARTA Card. To learn how to record a client pass, click here.

Begin from the client's active Program Engagement.

1. Click Create Service Deliveries.

2. Select MARTA Card.

3. Click the Right Arrow.

4. Click Next.

5. Select the type of MARTA Card under Service.

6. Enter the MARTA Card Number from the MARTA Card you're giving the client.

7. Select the Reason Given.

8. Enter in the Notes for why you are giving the MARTA Card.

Make sure to add as much detail under notes as you can.

9. Click Next.

10. Press Click here to view your created records.

10. Click on the MARTA Card you created.

The MARTA CARD has been created.

The MARTA Card service delivery you just created can be found in the Service Deliveries section on the client's Program Engagement.

So fast!

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