Emergency Relief
Emergency Relief functionality tracks all Emergency Relief assistance provided to clients. This module has the capability to record a wide...
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Emergency Relief
These articles demonstrate the use of the Emergency Relief module.
This module is designed to support both paid and voluntary staff to track all Emergency Relief provided to clients. The module is DSS Data Exchange compliant if required and manages all aspects of your Emergency Relief Program.
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Record Emergency Relief Information
The Emergency Relief record contains information relating to an Emergency Relief interaction with a particular client. This record contains general... -
Record Assistance Provided
The Emergency Relief Assistance provided record contains detailed information relating to the assistance provided to a particular client. Each assistance... -
Add a Document
Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts... -
Emergency Relief Client Summary
The Emergency Relief Client Summary report provides a snapshot of the emergency relief history for any given client. This information is... -
Emergency Relief Statistics Report
The Emergency Relief – Statistics Report provides the statistics required to report to various funding agencies. Instructions Step 1. Log... -
Emergency Relief Clients Accessed Report
The Emergency Relief Clients Accessed report provides a list of clients who have equalled or exceeded a particular dollar value... -
Saving a Search
Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common...