Case

Agency Statistics Report

The Agency Statistics Report provides a summary of the clients, case and sessions for the nominated time period. Instructions Step...

Case Management

The CRM database Case Management functionality is tailored to each organisation.  Although each installation may differ slightly, the following information...

Client Intake (Open a Case)

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

Add a Document

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

Create a Referral

Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,...

Case Notes Report

The Case Notes Report provides a summary of the client details and a chronological listing of their Sessions and Case...

Client Exit (Close the Case)

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

Case Management Statistics Report

The Case Management  – Statistics Report allows you to monitor how many active clients you are currently managing.  You may...

Tenancy Case Notes Report

The Tenancy Case Note Report provides a summary of the client details and chronological listing of their Sessions and Case...
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