Tenancy Management
Tenancy Management functionality tracks all Tenancy Counselling services provided to and associated with, clients. This module has the capability to...
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Tenancy Management
These articles demonstrate the use of the Tenancy Casework module.
This module is designed to support staff to track all Tenancy advice and assistance provided to clients. The module is compliant with NSW & Victorian state reporting requirements.
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Create a Tenancy Casefile
Tenancy Management functionality tracks all Tenancy Counselling services provided to and associated with, clients. This module has the capability to... -
Create a Tenancy Session
Tenancy session activities are raised against a Tenancy Casefile until the case is closed. Tenancy Management functionality tracks all Tenancy... -
Session Attendance – Named Attendee
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,... -
Add a Document
Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts... -
Close a Tenancy Casefile (Client Exit)
At some point, a client may choose to end a Tenancy case or cease their relationship with your agency. In... -
Agency Statistics Report
The Agency Statistics Report provides a summary of the clients, case and sessions for the nominated time period. Instructions Step... -
Tenancy Case Notes Report
The Tenancy Case Note Report provides a summary of the client details and chronological listing of their Sessions and Case... -
Saving a Search
Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common...