Client Services Salesforce

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Recording a Children's Assessment
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Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Assessments
Adding Class/Group Notes
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Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
Navigating Case Plan Pages
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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
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Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Service Deliveries (Passes, MARTA, Referrals)
Adding Follow-Up Comments to an Incident
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Incidents
Indicating a Client has been Baptized while at Atlanta Mission
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
Navigating the Sustain and Grow Program Engagement Page
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Getting Started
Assigning a Client to a Cold Weather Bed
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Cold Weather Screening - MSH
Adding a Goal to a Case Plan
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Case Plans and Goals
Updating Client Income
Article

Updated on Jul 31, 2024

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