Record level access permission Some organisations require a more granular level of security across their client records. The Record Level Access Permission (RLAP) feature...
Assign a record to a user The Assigning Records to Users feature allows you to allocate records to specific users of the database to indicate their responsibility and/or...
Create a Settlement Services record The CRM database Settlement Services functionality is tailored to each organisation. Your Settlement Services pages may have a slightly different...
PSP – How to create an Individual record In your CRM database you create an Individual Record to keep information relating to an Individual for out-of-home care (OOHC)....