Intake

Create a Tenancy Session

Tenancy session activities are raised against a Tenancy Casefile until the case is closed. Tenancy Management functionality tracks all Tenancy...

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...

Create a Tenancy Casefile

Tenancy Management functionality tracks all Tenancy Counselling services provided to and associated with, clients. This module has the capability to...

Financial Counselling Client Intake

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