Recent updates
-
Removing Clients from a Class or Group
Updated onArticleMake Progress I'm a Vocational Training Manager, Now What? Classes & Groups
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Classes & Groups
- Sustain and Grow / I'm a Sustain and Grow Lead, Now What? / Classes & Groups
- Other / I'm a Campus Director, Now What? / Classes and Groups
- Find Hope and Choose Help / I'm an Ambassador, Now What? / Classes and Groups (Service Schedules and Sessions)
-
Enrolling Additional Clients in a Class or Group
Updated onArticleMake Progress I'm a Vocational Training Manager, Now What? Classes & Groups
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Classes & Groups
- Sustain and Grow / I'm a Sustain and Grow Lead, Now What? / Classes & Groups
- Other / I'm a Campus Director, Now What? / Classes and Groups
- Find Hope and Choose Help / I'm an Ambassador, Now What? / Classes and Groups (Service Schedules and Sessions)
-
Weekly VTA Evaluations
Updated onArticleMake Progress I'm a Vocational Training Manager, Now What? Vocational Training Assignments (VTA)
Article also found in:
-
Creating Vocational Training Assignments
Updated onArticleMake Progress I'm a Vocational Training Manager, Now What? Vocational Training Assignments (VTA)
-
Creating a Community Living Client Note
Updated onArticleCommunity Living I'm a CLL, Now What? Client Notes
Article also found in:
-
Changing the Status of an Application
Updated onArticleEntire Manual Client Salesforce Overall Manual Screening and Intake
-
Completing an In-Person Screening with an Applicant at The Potter's House
Updated onArticleEntire Manual Client Salesforce Overall Manual Screening and Intake
-
Completing a Phone Interview with an Applicant at The Potter's House
Updated onArticleEntire Manual Client Salesforce Overall Manual Screening and Intake
-
Entering a Print Application
Updated onArticleEntire Manual Client Salesforce Overall Manual Screening and Intake
-
Filling out the Client Intake Form - Performed by the Client
Updated onArticleEntire Manual Client Salesforce Overall Manual Screening and Intake