Search

Search

Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common...

Why can’t I see the full list?

Community Data Solutions has worked with your organisation to tailor your database to your needs.  Each CRM database is different,...

Search for a Client

The Client record contains all information for a particular client.  This includes personal information and a history of interactions with...

Create a Client record

The Client record contains all information for a particular client.  This includes personal information and a history of interactions with...

Search by Client ID

When reporting to the DEX portal, errors may be reported. In some cases, to resolve the error, you will need...

Search by Case ID

When reporting to the DEX portal, errors may be reported. In some cases, to resolve the error, you will need...

Search by Session ID

When reporting to the DEX portal, errors may be reported. In some cases, to resolve the error, you will need...

Search for an Incident

Incident Management is a process designed to identify and analyse incidents that have occurred and determine how to prevent a...