Using the Knowledge Base

This Knowledge Base has been created to help you find answers to questions that arise while using your Community Data Solutions CRM database.

There is a variety of functionality covered in the following articles, not all of which may be currently available in your database.

If you are unable to access functionality listed below, contact your system administrator to check if it should be available to you.

Articles are grouped into the following categories:

Getting Started

Articles to help you get up and running with your CRM.  These include logging on, searching and managing your dashboard.

Frequently Asked Questions

Articles which answer those questions asked most frequently about the system

Enquiries

Articles which assist you to use the Enquiries functionality of the system. These articles will provide an overview of the Enquiries module, how to create an enquiry and run the Enquiries Statistics Report.

Clients

Articles which help you access client records and update them as required. This includes searching for an existing client, creating a new client and closing a client record.

Community Education

Articles which cover the creation of Community Education Activities, sessions and attendee records.

Case Management

Articles which help you use the Case Management functionality of the system. You will find information on Client Intakes and Exits, viewing case notes and running Case Management reports.

Financial Counselling

Articles which help you use the Financial Counselling functionality of the system.  These include creating cases and sessions as well as running reports.

Emergency Relief

Articles to help you use the Emergency Relief functionality in your CRM. This includes the creation of Emergency Relief sessions, client assessments and assistance provided.

Out of Home Care

Articles which assist you to use the Out of Home Care functionality of the system.  These articles will help you create Households, child records, referrals, and multiple reports.

NDIS

Articles to help you navigate the NDIS functionality. These articles will help you create an NDIS client, create a support plan for them and record delivered activities.

DSS Reporting

Articles to assist you in the creation of DSS reports for the DEX Portal, record assessments and manage errors.

Settlement Services

Articles to provide information on the Settlement Services functionality of the system.

Tenancy Management

Articles to provide information on the Tenancy Management functionality of the system. These include the creation of cases, sessions and reporting.

Volunteers

Articles to provide information on the Volunteer Management functionality of the system, including the creation of Volunteer records and the recording of completed training.

Workers

Articles to provide information on the Worker Management functionality of the system, including the creation of Worker records and the recording of work.

Funding Sources

Articles to provide information on Funding Sources management within the system. Articles include adding services, managing expired funding sources and services.

Administration

Articles which cover basic administration of the system. This includes resetting your password and contacting support for more assistance.

Distribution List

Articles which cover the creation, update and exporting of a distribution list.

Notifications

Articles which cover the creation, and editing of notifications.

Contracts

Articles which cover the creation of contracts.

Other Features

Articles which cover other features of the database, including team level security, calendars, appointments, tasks and breadcrumbs.

For further information on Community Data Solutions, please visit our website:  http://www.communityds.com.au

The Knowledge Base is constantly being updated as required.

If you are unable to find the answer you are looking for, or if there is a topic you would like covered, please advise CDS Support.

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