Recent updates
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Adding Follow-Up Comments to an Incident
Updated onArticleAt times, you may need to add follow-up comments to a Ban, Community Living Infraction, Engagement Strike, @Work Write-Up, COAT, or Incident to share further coaching conversations with the client.. This article describes how to add follow-up comments to an incident.
Next Steps I'm a Retention Coach, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
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Accessing a Client's Active Program Engagement
Updated onArticleAt times, a client will have quite a number of Program Engagements, whether they've advanced through all the phases of our Program or they've been a client at Atlanta Mission multiple times over the years. When this occurs, it can be difficult to locate the correct Program Engagement to view current information or input service deliveries for. This article describes how to quickly access a client's active Program Engagement.
Next Steps I'm a Retention Coach, Now What? Getting Started
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Marking that a Client has Reached Alumni Status
Updated onArticleIn order to properly track a client's individual progress and in order to track overall Client Flow Metrics like how many clients who started completed Transformations became @Work Alumni. The Retention Coach is responsible for marking the date a client reached @Work Alumni. This article describes how to mark that a client has reached @Work Alumni. To learn how to discharge a client from @Work, click here.
Next Steps I'm a Retention Coach, Now What? Updating Client Progress in @Work
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Navigating the @Work 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 @Work.
Next Steps I'm a Retention Coach, Now What? Getting Started
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Updating Client Income
Updated onArticleAs a client gains income whether through a job, SSI, or some other form, we need to update that on their contact record. If we have clients receiving income from specific sources, we receive additional food from the food bank. That's why updating this information is such a key priority. This article describes how to update a client's income.
Next Steps I'm a Retention Coach, Now What? Updating Client Information
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Indicating a Client Made a Decision for Christ
Updated onArticleAt times, we may have the wonderful opportunity to see a client make a decision to trust and follow Jesus. When this occurs, we note the date and their decision for Christ 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 made a decision for Christ.
Next Steps I'm a Retention Coach, Now What? Updating Client Information
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Logging a Previous Call in RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you easily log previous call activity to clients and corporate partners directly from your Salesforce account. This article shares how to log a previous call made or received through the RingCentral Apps or Desk Phone in Salesforce. To learn how to make a call through RingCentral for Salesforce, click here.
Next Steps I'm a VTS or VDT, Now What? RingCentral for Salesforce
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Making a Call through RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you make and receive calls to clients and corporate partners 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 make a call and log activity through RingCentral for Salesforce. To learn how to login to RingCentral for Salesforce for the first time, click here.
Next Steps I'm a VTS or VDT, Now What? RingCentral for Salesforce
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Sending a Text through RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you send text messages to clients or corporate partners directly from your Salesforce account. Once you've sent your text, you can log the text message with details and notes as activity on the account. This article shares how to send texts through RingCentral for Salesforce. To learn how to login to RingCentral for Salesforce for the first time, click here.
Next Steps I'm a VTS or VDT, Now What? RingCentral for Salesforce
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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 VTS or VDT, Now What? RingCentral for Salesforce