Client Services Salesforce

Recent updates

Changing the Owner of a Case Plan
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Case Plans and Goals
Creating a Risk Assessment
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Assessments
Recording a Needs Assessment
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Assessments
Recording General Incidents
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Incidents (Strikes and General Incidents)
Recording a DFCS Case
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Incidents (Strikes and General Incidents)
Recording Engagement Strikes
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Incidents (Strikes and General Incidents)
Printing Incidents
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Incidents (Strikes and General Incidents)
Adding Follow-Up Comments to an Incident
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Incidents (Strikes and General Incidents)
Recording a MARTA Card
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Service Deliveries (Passes, MARTA, Referrals)
Recording Multiple Services at Once
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Service Deliveries (Passes, MARTA, Referrals)