Client Services Salesforce

Recent updates

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)
View All Service Deliveries for a Particular client
Article

Updated on Dec 18, 2023

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

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Service Deliveries (Passes, MARTA, Referrals)
Recording an External Community Referral
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Service Deliveries (Passes, MARTA, Referrals)
Recording an Internal AM Referral
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Service Deliveries (Passes, MARTA, Referrals)
Updating a Client's Contact Information
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Updating Client Information
Updating a Client's Allergies
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Updating Client Information
Updating a Client's Meal Accommodations
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Updating Client Information