Client Services Salesforce

Recent updates

Updating a Client's Contact Information
Article

Updated on Dec 16, 2023

Community Living I'm a CLL, Now What? Updating Client Information
Updating a Client's Clothing Sizes
Article

Updated on Dec 16, 2023

Community Living I'm a CLL, Now What? Updating Client Information
Updating a Client's Allergies
Article

Updated on Dec 16, 2023

Community Living I'm a CLL, Now What? Updating Client Information
Updating a Client's Meal Accommodations
Article

Updated on Dec 16, 2023

Community Living I'm a CLL, Now What? Updating Client Information
Marking a Client as Pregnant
Article

Updated on Dec 16, 2023

Community Living I'm a CLL, Now What? Updating Client Information
Indicating a Client Made a Decision for Christ
Article

Updated on Dec 16, 2023

Community Living I'm a CLL, Now What? Updating Client Information
Indicating a Client has been Baptized while at Atlanta Mission (copied)
Article

Updated on Dec 16, 2023

Community Living I'm a CLL, Now What? Updating Client Information
Log TB Symptom Follow-up Notes
Article

Updated on Dec 16, 2023

Community Living I'm a CLA, Now What? Health Screenings (COVID, TB Tracking)
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Health Screenings
Recording a Client's COVID Test Results
Article

Updated on Dec 16, 2023

Community Living I'm a CLA, Now What? Health Screenings (COVID, TB Tracking)
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Health Screenings
Recording a Client's COVID Vaccine
Article

Updated on Dec 16, 2023

Community Living I'm a CLA, Now What? Health Screenings (COVID, TB Tracking)
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Health Screenings