Client Services Salesforce

Recent updates

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
Marking a Client as Pregnant
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Updating Client Information
Indicating a Client Made a Decision for Christ
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Updating Client Information
Indicating a Client has been Baptized while at Atlanta Mission (copied)
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Updating Client Information
Navigating a Client's Contact Page as a Case Manager
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Getting Started
Accessing a Client's Active Program Engagement
Article

Updated on Dec 18, 2023

Find Hope and Choose Help I'm a SW, Now What? Getting Started