Clients

These articles deal with the creation and management of the Client Record. Client Management is at the heart of the Community Data Solutions database platform. All databases include a single client record that captures client contact information and demographic details.

Search by Client ID

When reporting to the DEX portal, errors may be reported. In some cases, to resolve the error, you will need...
Word Search

The Word Search function is a tool to help managers find trends or correlations between information recorded in notes across...
Client Timeline Report

The Client timeline report has been created to provide an overview of all services provided to a client during their...
Saving a Search

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

This type of search can be done from anywhere in the database by using the Global Search facility at the...

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