Client Services Salesforce

Update a Client's Expected Completion Date

Updated on

Occasionally, a client's expected completion date will need to be adjustedfor instance, when they've moved to Next Steps or are close to finding housing but need a little more time. This article explains how to make the change.

From the Client's Program Engagement

1. Scroll down to Additional Information.

2. Click the pencil by Expected Completion Date.

3. Edit Expected Completion Date.

4. Click Save.

The Expected Completion Date has been updated.

From a Caseload Report

1. Click Enable Field Editing.

2. Click the pencil by Expected Completion Date.

3. Edit Expected Completion Date.

4. Hit the enter or return key on your computer.

5. Click Save.

The client's Expected Completion Date has been updated.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article Navigating the Thrive Program Engagement Page
Next Article Viewing Services Offered