Family Support Overview
The CRM database Family Support functionality is tailored to each organisation. Although each installation may differ slightly, the following information...
- Home
- Knowledge Base
- Family Support
Family Support
These articles describe the use of the Family Support module.
A family case management tool, this module allows for the case-management of children, adults and family households within the data management system.
-
-
Create a Family Support Case
The Family Support functionality provides holistic case management for children, adults and household members by linking their client records, individual... -
Add a Household Member
Household members can be added to a Family Support case. This allows significant adults in the broader household to be... -
Create a Child Client Record
Family Support cases contain multiple members, including adults, children and other household members. There are two methods for adding a... -
Family Support Statistics Report
The Family Support Statistics Report provides a range of statistics to help you better manage your organisation’s services Instructions Step 1. Select Reports from... -
Create a Family Support Session
Family Support session activities are raised against a Family Support Case until the case is closed. Family Support functionality provides... -
Create a Family Support Regular Attendee
Family Support session activities are raised against a Family Support Case until the case is closed. Family Support functionality provides... -
Withdrawn Field
The Withdrawn field on the Regular Attendee record allows you to exclude Regular Attendees from the Nominated Attendees multiselect on... -
Saving a Search
Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common...