Client Services Salesforce

Recent updates

Updating a Client's Meal Accommodations
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Updating Client Information
Remove a Client from Quarantine
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Beds and Bed Assignments
Printing Incidents
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Incidents
View All Service Deliveries for a Particular client
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Service Deliveries (Passes, MARTA, Referrals)
Navigating Find Hope and Choose Help Program Engagement Pages
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Getting Started
Creating a Retention Coach Assessment
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Assessments
Mark Attendance for a Class or Group Session
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Classes and Groups
Record a Missed Bed Check
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Beds and Bed Assignments
Marking a Client as Pregnant
Article

Updated on Jul 25, 2024

Other I'm a Campus Admin, Now What? Updating Client Information
Adding Follow-Up Comments to an Incident
Article

Updated on Jul 25, 2024

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