Client Services Salesforce

Recent updates

Removing Clients from a Class or Group
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Classes and Groups (Service Schedules and Sessions)
Mark Attendance for a Class or Group Session
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Classes and Groups (Service Schedules and Sessions)
Adding Class/Group Notes
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Classes and Groups (Service Schedules and Sessions)
Navigating Case Plan Pages
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Case Plans and Goals
Adding a Goal to a Case Plan
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Case Plans and Goals
Adding an Action Item to a Goal
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Case Plans and Goals
Updating the Status of a Goal
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Case Plans and Goals
Updating the Status of an Action Item
Article

Updated on Dec 18, 2023

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