Client Services Salesforce

Recent updates

Helping a Mother or Guardian Fill Out the Children's Intake Form
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - RH
Changing the Status of an Application
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied)
Printing Incidents
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Incidents
Completing a Cold Weather Screening with a New Applicant
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Cold Weather Screening - MSH
Indicating a Client Made a Decision for Christ
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
Navigating Make Progress Program Engagement Page
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Getting Started
Recording a Children's Assessment
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Assessments
Adding Class/Group Notes
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
Navigating Case Plan Pages
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Case Plans and Goals
View All Service Deliveries for a Particular client
Article

Updated on Jul 31, 2024

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