Client Services Salesforce

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Leaders: Approving/Denying a Persona Update
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Approvals
Recording a DFCS Case
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Incidents
Relate a Client Note to More Records
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Client Notes
Recording an Internal AM Referral
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Service Deliveries (Passes, MARTA, Referrals)
Recording a DLA
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Assessments
Updating a Client's Allergies
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Updating Client Information
Enrolling Additional Clients in a Class or Group
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Classes and Groups
Mark a Client as Quarantined
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Beds and Bed Assignments
Create a New Service
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Services
Recording Engagement Strikes
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Incidents