At some point, a client may choose to end a Financial Counselling case or cease their relationship with your agency. ...

Financial Counselling functionality tracks all financial counselling services provided to and associated with, clients. When a Client starts a Financial...

Financial Counselling functionality tracks all financial counselling services provided to and associated with clients. This module has the capability to...

Financial Counselling functionality tracks all financial counselling services provided to and associated with, clients. Creating a Financial Counselling Session allows...

The Financial Counselling- Active Clients by User Report allows you to monitor how many active clients you, or any other user...

The Financial Counselling- Statistics Report provides the statistics required to report to various funding agencies. Instructions Step 1. Log into...