Overview

Dashlets

Smaller, floating windows shown on the main screen are called Dashlets. The Dashlets show below are My Personal Counselling, My...

Case Management

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

Tenancy Management

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

NDIS CRM Overview

The National Disability Insurance Scheme functionality has been designed to keep track of NDIS data for clients and assist in...

Data Exchange Overview

Organisations receiving funding and need to submit regular activity reports to the online reporting portal known as the Data Exchange...

Emergency Relief

Emergency Relief functionality tracks all Emergency Relief assistance provided to clients. This module has the capability to record a wide...

OOHC Overview

The Out of Home Care (OOHC) module tracks all Alternative Care or Foster Care related services. This module has the...

OOHC Cheat Sheet

Now that you are familiar with the 3 main record types within the OOHC Module you may want to refer...

Community Education Overview

The Community Education module is versatile enough to be used for a variety of purposes, including: Group work; Linking clients to community...
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