Financial Counselling

These articles concern the use of the Financial Counselling case work module. This module provides extensive case management functionality and is compliant with DSS Data Exchange and many state funded counselling services.

Financial Counselling Overview

Financial Counselling functionality tracks all financial counselling services provided to and associated with clients. This module has the capability to...
Financial Counselling Client Intake

Financial Counselling functionality tracks all financial counselling services provided to and associated with, clients. When a Client starts a Financial...
Create a Financial Counselling Session

Financial Counselling functionality tracks all financial counselling services provided to and associated with, clients. Creating a Financial Counselling Session allows...
Session Attendance – Named Attendee

Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,...
Add a Document

Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts...
Financial Counselling Statistics Report

The Financial Counselling- Statistics Report provides the statistics required to report to various funding agencies. Instructions Step 1. Log into...
Financial Counselling Client Exit

At some point, a client may choose to end a Financial Counselling case or cease their relationship with your agency. ...
Financial Counselling Active Clients by User Report

The Financial Counselling- Active Clients by User Report allows you to monitor how many active clients you, or any other user...
Saving a Search

Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common...