Client Services Salesforce

Recent updates

Completing a Cold Weather Screening with a Previous Client
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Cold Weather Screening - TSI
Leaders: Approving/Denying a Persona Update
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Approvals
Create a New Service
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Services
Completing a Phone Interview with an Applicant at The Potter's House
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied)
Relate a Client Note to More Records
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Client Notes
Updating a Client's Meal Accommodations
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
Uploading a Client Image
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - TSI
Remove a Client from Quarantine
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments
Recording an Internal AM Referral
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Service Deliveries (Passes, MARTA, Referrals)
Recording a Vocational Assessment
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Assessments