Client Services Salesforce

Recent updates

Recording a DLA
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Assessments
Enrolling Additional Clients in a Class or Group
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Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
Mark a Client as Quarantined
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Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments
Uploading a Client Image
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - RH
Navigating a Client's Contact Page as a Case Manager
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Getting Started
Recording a DFCS Case
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Incidents
Completing a Cold Weather Screening with a Previous Client
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Cold Weather Screening - TSI
Leaders: Approving/Denying a Persona Update
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Approvals
Create a New Service
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Services
Completing a Phone Interview with an Applicant at The Potter's House
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied)