Client Services Salesforce

Recent updates

Navigating a Client's Contact Page as a Case Manager
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Getting Started
Indicating a Client Made a Decision for Christ
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Updating Client Information
Creating a Risk Assessment
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Assessments
Marking that a Client is SOE
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Updating Client Progress in Next Steps
View All Service Deliveries for a Particular client
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Service Deliveries (MARTA Cards, Referrals)
Printing Incidents
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
Accessing a Client's Active Program Engagement
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Getting Started
Indicating a Client has been Baptized while at Atlanta Mission
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Updating Client Information
Marking that a Client is Employed
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Updating Client Progress in Next Steps
Tracking Outcomes as a Client Advocate
Article

Updated on Jul 29, 2024

Make Progress I'm an Advocate, Now What? Outcomes
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Outcomes