Create a Tenancy Session
Tenancy session activities are raised against a Tenancy Casefile until the case is closed. Tenancy Management functionality tracks all Tenancy...
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Case Management
The CRM database Case Management functionality is tailored to each organisation. Although each installation may differ slightly, the following information... -
Session Attendance – Demographics
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,... -
Session Attendance – Named Attendee
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,... -
Add a Session
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,... -
Create a Referral
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,... -
Record Session Attendance
Once the Client’s Support Plan details have been completed, Support Activities can be recorded. When planned activities are recorded, session... -
DEX Error – Session has invalid child element CaseId
DEX Portal File Processing returns the following error: Error The element ‘Session’ has invalid child element ‘CaseId’. List of possible... -
DEX Error – The element Session has invalid child element
DEX Portal File Processing returns the following error: Error The element ‘Session’ has invalid child element ‘TotalNumberofUnidentifiedClients’. List of possible... -
DEX Error – A client must be recorded against the case
DEX Portal File Processing returns the following error: Error A client must be recorded against the case. Please enter the...