Client Services Salesforce

Recent updates

• Recording an Internal AM Referral

  Article

  Updated on Mar 05, 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)
  • 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)
  • Make Progress /  I'm a CRS, Now What? / Service Deliveries (Passes, MARTA, Referrals)

• Create a New Service

  Article

  Updated on Mar 05, 2024

  Article also found in:

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

• Editing the Service Details

  Article

  Updated on Mar 05, 2024

  Article also found in:

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

• Creating a New Class or Group

  Article

  Updated on Aug 19, 2025

  Article also found in:

  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Services
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Classes and Groups
  • Make Progress /  I'm a Make Progress Leader, Now What? / Classes and Groups
  • Entire Manual /  Client Salesforce Overall Manual / Classes & Groups
  • Sustain and Grow /  I'm a Sustain and Grow Lead, Now What? / Classes & Groups

• Viewing Services Offered

  Article

  Updated on Mar 05, 2024

  Article also found in:

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

• Record a Missed Bed Check

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Beds and Bed Assignments
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Beds and Bed Assignments
  • Community Living /  I'm a CLA, Now What? / Beds and Bed Assignments

• Remove a Client from Quarantine

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Beds and Bed Assignments
  • Community Living /  I'm a CLA, Now What? / Beds and Bed Assignments
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Beds and Bed Assignments

• Mark a Client as Quarantined

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Beds and Bed Assignments
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Beds and Bed Assignments
  • Community Living /  I'm a CLA, Now What? / Beds and Bed Assignments

• Discharge a Client from their Bed

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Beds and Bed Assignments
  • Community Living /  I'm a CLA, Now What? / Beds and Bed Assignments

• Assigning a Client to a Bed

  Article

  Updated on Mar 05, 2024

  Article also found in:

  • Community Living /  I'm a CLA, Now What? / Beds and Bed Assignments
  • Find Hope and Choose Help /  I'm a FH/CH Leader, Now What? / Beds and Bed Assignments