Client Services Salesforce

Recent updates

Accessing a Client's Active Program Engagement
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Getting Started
Removing Clients from a Class or Group
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
Recording Engagement Strikes
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Incidents
Completing an In-Person Screening with an Applicant at The Potter's House
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied)
Add Files while Writing a Client Note
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Client Notes
Marking a Client as Pregnant
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
Record a Missed Bed Check
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments
Filling out the Client Intake Form - Performed by the Client
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - TSI
Recording Multiple Services at Once
Article

Updated on Jul 31, 2024

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

Updated on Jul 31, 2024

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