Client Services Salesforce

Recent updates

• 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

• August 3, 2016 - Updates and System Changes

  Article

  Updated on Feb 24, 2023

• May 18, 2016 - Updates (Version 2)

  Article

  Updated on Feb 24, 2023

• May 4, 2016 - Updates (Role/Profile/Clean-up)

  Article

  Updated on Feb 24, 2023

• January 23, 2023 - Quick Action Tabs, Approvals, Automated Caseload Assignments, Progression Assessment, and much much more

  Article

  Updated on Jan 23, 2023

• Logging a Previous Text in RingCentral for Salesforce

  Article

  Updated on Jan 11, 2023

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

  Article

  Updated on Feb 09, 2022