Client Services Salesforce

Recent updates

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
Add Files while Writing a Client Note
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Client Notes
Accessing a Client's Active Program Engagement
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Getting Started
Recording Multiple Services at Once
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Service Deliveries (Passes, MARTA, Referrals)
Removing Clients from a Class or Group
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Classes and Groups
Recording a Vocational Assessment
Article

Updated on Jul 25, 2024

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