Case Management
The CRM database Case Management functionality is tailored to each organisation. Although each installation may differ slightly, the following information...
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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... -
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,... -
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... -
Search for a Client
The Client record contains all information for a particular client. This includes personal information and a history of interactions with... -
Create a Client record
The Client record contains all information for a particular client. This includes personal information and a history of interactions with... -
Tenancy Case Notes Report
The Tenancy Case Note Report provides a summary of the client details and chronological listing of their Sessions and Case...