Client Services Salesforce

Recent updates

• Marking a Client as Pregnant

  Article

  Updated on Dec 16, 2023

• Indicating a Client Made a Decision for Christ

  Article

  Updated on Dec 16, 2023

• Indicating a Client has been Baptized while at Atlanta Mission (copied)

  Article

  Updated on Dec 16, 2023

• Log TB Symptom Follow-up Notes

  Article

  Updated on Dec 16, 2023

  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

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Health Screenings

• Recording a Client's COVID Vaccine

  Article

  Updated on Dec 16, 2023

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Health Screenings

• Record a Client Health Screening

  Article

  Updated on Dec 16, 2023

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Health Screenings

• Updating a Client's TB Status

  Article

  Updated on Dec 16, 2023

  Article also found in:

  • Entire Manual /  Client Salesforce Overall Manual / Health Screenings

• Helping a Mother or Guardian Fill Out the Children's Intake Form from Email

  Article

  Updated on Mar 30, 2023

• October 19, 2016 - Work Assignments + other new fields

  Article

  Updated on Feb 24, 2023