Client Services Salesforce

Recent updates

• Recording a DFCS Case

  Article

  Updated on Jun 18, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Incidents
  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Incidents (Strikes and General Incidents)
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Incidents
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Incidents (Infractions and General Incidents)
  • Make Progress /  I'm a Make Progress Leader, Now What? / Incidents (Strikes and General Incidents)

• Recording General Incidents

  Article

  Updated on Jun 18, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Incidents
  • Community Living /  I'm a CLA, Now What? / Incidents
  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Incidents (Strikes and General Incidents)
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Incidents
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Incidents (Infractions and General Incidents)

• Recording Engagement Strikes

  Article

  Updated on Jun 18, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Incidents
  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Incidents (Strikes and General Incidents)
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Incidents
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Incidents (Infractions and General Incidents)
  • Make Progress /  I'm a Make Progress Leader, Now What? / Incidents (Strikes and General Incidents)

• View All Service Deliveries for a Particular client

  Article

  Updated on Jun 18, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Service Deliveries
  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Make Progress /  I'm an Advocate, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Make Progress /  I'm a Counselor, Now What? / Service Deliveries (Referrals, Passes, MARTA)

• Recording Multiple Services at Once

  Article

  Updated on Jun 18, 2024

  Article also found in:

  • Next Steps /  Next Steps Make Progress Leader / Service Deliveries (MARTA Cards, Referrals)
  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Make Progress /  I'm a Make Progress Leader, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Make Progress /  I'm an Advocate, Now What? / Service Deliveries (Passes, MARTA, Referrals)

• Recording an External Community Referral

  Article

  Updated on Jun 18, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Service Deliveries
  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Make Progress /  I'm an Advocate, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Make Progress /  I'm a Counselor, Now What? / Service Deliveries (Referrals, Passes, MARTA)

• Recording a MARTA Card

  Article

  Updated on Jun 18, 2024

  Article also found in:

  • Next Steps /  Next Steps Make Progress Leader / Service Deliveries (MARTA Cards, Referrals)
  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Make Progress /  I'm a Make Progress Leader, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Make Progress /  I'm an Advocate, Now What? / Service Deliveries (Passes, MARTA, Referrals)

• Recording Client Passes

  Article

  Updated on Jun 18, 2024

  Article also found in:

  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Entire Manual /  Client Salesforce Overall Manual / Service Deliveries
  • Make Progress /  I'm an Advocate, Now What? / Service Deliveries (Passes, MARTA, Referrals)
  • Make Progress /  I'm a Counselor, Now What? / Service Deliveries (Referrals, Passes, MARTA)

• Using a Template to Write Your Note

  Article

  Updated on Jun 18, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Client Notes
  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Client Notes
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Client Notes
  • Find Hope and Choose Help /  I'm a SW, Now What? / Client Notes
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Client Notes

• Add Files while Writing a Client Note

  Article

  Updated on Jun 18, 2024

  Article also found in:

  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Client Notes
  • Entire Manual /  Client Salesforce Overall Manual / Client Notes
  • Make Progress /  I'm a Make Progress Leader, Now What? / Client Notes
  • Find Hope and Choose Help /  I'm an Ambassador, Now What? / Client Notes
  • Find Hope and Choose Help /  I'm an Intake Specialist, Now What? / Client Notes