Client Services Salesforce

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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)
Relate a Client Note to More Records
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Client Notes
Updating a Client's Meal Accommodations
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Updating Client Information
Uploading a Client Image
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - TSI
Remove a Client from Quarantine
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Beds and Bed Assignments
Recording an Internal AM Referral
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Service Deliveries (Passes, MARTA, Referrals)
Recording a Vocational Assessment
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Assessments
Helping a Client Fill Out the Intake Form and Waivers at Restoration House
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Screening and Intake - RH
Accessing a Client's Active Program Engagement
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Getting Started
Removing Clients from a Class or Group
Article

Updated on Jul 31, 2024

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