Client

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...

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...
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