Document

Case Management

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

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 Client History Record

The History sub-panel allows you add general notes and documents related to your client’s case history.   Instructions Step 1....

Download files and documents

A number of modules allow you to attach files to a record. Dependent on your database configuration this may include...

Family Preservation Overview

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