Recent updates
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Navigating the Next Steps Program Engagement Page
Updated onArticleFrom the Program Engagement Page, staff can see all details for the client's engagement in this Program phase and take specific actions like client notes, service deliveries, assessments, etc. This article describes how to navigate the Program Engagement page for Next Steps.
Entire Manual Client Salesforce Overall Manual Program Engagements
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Updating a Job in @Work
Updated onArticleAs clients in @Work obtain jobs outside of our Corporate Partners, we need to update that job so we can continue track their progress as they obtain higher wages, have changes in hours, or benefits. This article describes how to update a job in @Work. To learn how to create a job in @Work, click here.
Next Steps I'm a Retention Coach, Now What? Jobs
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Creating a Job in @Work
Updated onArticleAs clients in @Work obtain jobs outside of our Corporate Partners, we need to create that job so we can track their progress and start Retention. This article describes how to create a job with an organization we are not in partnership with. To learn how to create a Job Listing and relate a Job to that Listing, click here.
Next Steps I'm a Retention Coach, Now What? Jobs
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Indicating a Client has been Baptized while at Atlanta Mission
Updated onArticleAt times, we may have the wonderful opportunity to see a client be baptized while they stay with us at Atlanta Mission. When this occurs, we note the date and their baptism in Salesforce to ensure we celebrate and that future caseworkers are aware and can connect with them on their faith. This article describes how to indicate that a client has been baptized while at Atlanta Mission. To learn how to indicate that a client made a decision for Christ, click here.
Next Steps I'm a Retention Coach, Now What? Updating Client Information
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Adding a Document to a Client's @Work Files
Updated onArticleAs @Work staff meet with clients, we need to upload documents to their @Work files for future reference. Documents like the Retention agreement and other documents from their job can be uploaded to the @Work Program Engagement and only @Work staff and Atlanta Mission leaders will be able to see it. This article describes how to add a document to a client's @Work File.
Next Steps I'm a Retention Coach, Now What? Files
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Review a Client's Retention Status
Updated onArticleThe Retention Coach engagement frequency changes based on a client's retention status. The retention status is updated regularly as a Retention Coach creates the Retention Coach Assessment.This article shares how to review a client's current retention status. To learn how to enter a new Retention Coach Assessment, click here.
Next Steps I'm a Retention Coach, Now What? Assessments
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Searching for a Client
Updated onArticleIn order to view and update client information, we need to navigate to their Contact Page. Using the search bar is one way to navigate to a client's Contact Page. Searching for a client before creating a record is also a way to prevent duplicates from being created. When duplicate clients occur, we are unable to see the full client history. This article shares a simple way to search for clients.
Next Steps I'm a Retention Coach, Now What? Getting Started
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Recording General Incidents
Updated onArticleTo ensure our clients' and staff members' safety on campus, we need to track incidents that occur for documentation and to ensure similar issues don't occur in the future. This article describes how to document an incident on a client's profile. To document an Engagement Strike, click here. To document a Community Living Infraction, click here.
Next Steps I'm a Retention Coach, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
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Updating a Client's Contact Information
Updated onArticleIn order to communicate well with our clients as well as to ensure that they receive the automated Hope Scale Survey, we need to keep their phone number and email up to date. This article describes how to update a client's contact information.
Next Steps I'm a Retention Coach, Now What? Updating Client Information
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Logging into RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you make and receive calls directly from your Salesforce account. Once your call has begun, you can log the call with details and notes as activity on the account. This article shares how to log in to RingCentral for Salesforce for the first time. To learn how to make a call through RingCentral for Salesforce, click here.
Next Steps I'm a Retention Coach, Now What? RingCentral for Salesforce