Settlement Services

Settlement Services Overview

Settlement Services module allows for managing services to refugee and new arrival individuals and families. The module provides functions for...

Create a Settlement Services record

The CRM database Settlement Services functionality is tailored to each organisation.  Your Settlement Services pages may have a slightly different...

Create a Settlement Services session

Settlement Services session activities are raised against a Settlement Services Casefile until the case is closed. Settlement Services functionality tracks...

Add a Document

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

Settlement Services – Statistics Report

The Settlement Services Statistics Report provides a range of statistics to help you better manage your organisation’s services Instructions Step 1. Select Reports from...