Client Services Salesforce

Recent updates

• February 10, 2022 - Screening, COVID Quarantine and Boosters Shots, Client Meals, Income, and Sustain & Grow Enrollments

  Article

  Updated on Feb 09, 2022

• May 3, 2021 -Enhancements and Updates

  Article

  Updated on May 04, 2021

• April 2019 Release Utopia: Enrollments

  Article

  Updated on Oct 01, 2019

• July 17, 2019 Bans, Incidents, Infractions, and Write-ups

  Article

  Updated on Jul 17, 2019

• July 10, 2019 - Needs Assessment (@Work Questions added)

  Article

  Updated on Jul 09, 2019

• UAT - User Acceptance Testing

  Article

  Updated on Feb 05, 2019

• January 23, 2019 - PSP print page updates

  Article

  Updated on Jan 23, 2019

• Super Users (aka Power Users)

  Article

  Updated on Dec 13, 2018

• October 29, 2018: PSP Updates

  Article

  Updated on Nov 08, 2018

• June 18, 2018: Referrals, Exit Interviews, Bed fields, and Client Phase Changes

  Article

  Updated on Jun 18, 2018