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...
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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... -
Close a Client Record (Client Exit)
The Client record contains all information for a particular client. This includes personal information and a history of interactions with... -
Client Exit
The National Disability Insurance Scheme functionality has been designed to keep track of NDIS data for clients and assist in... -
Financial Counselling Client Exit
At some point, a client may choose to end a Financial Counselling case or cease their relationship with your agency. ... -
Close a Settlement Services Record – Client Exit
When a client leaves a Settlement service, their Settlement Services record must be amended to reflect the fact. Instructions Step...