The Financial Counselling- Active Clients by User Report allows you to monitor how many active clients you, or any other user of the database, are currently working with on financial counselling matters. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. In the Activities…
Financial Counselling functionality tracks all financial counselling services provided to and associated with, clients. Creating a Financial Counselling Session allows you to record data from completed activities (eg. the duration, location, and actions). Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2….
Each installation is slightly different. When we create a database for you it may include custom fields, mandatory fields or labels that are different to the standard setup. Your database may also be using an older theme (colours, fonts, look and feel). Theme Update 07-03-2022 The revised theme was developed…
Financial Counselling functionality tracks all financial counselling services provided to and associated with clients. This module has the capability to record the financial details of the client, multiple financial counselling sessions, and outgoing referrals. It can also store relevant client documents. The CRM database Financial Counselling functionality is tailored to…
Financial Counselling functionality tracks all financial counselling services provided to and associated with, clients. When a Client starts a Financial Counselling service, certain data must be captured. This may be required for internal reporting or for reporting to funding bodies. Instructions Step 1. Log into your CRM database (refer to…
Community BI is a Business Intelligence Reporting system. Community BI is offered as a data visualisation tool integrated with Community Data Solutions CRM. For our customers there are different versions of Community BI available. What you have as a user is dependant on what your organization has selected to use. …
This Article will assist you on how to use the Delete Action Tool in your CRM database, the Delete Action Tool’s purpose is to Delete a Record and Records that relate to it. The Delete Action is a new Tool in Community Data Solutions (CDS) CRM Databases and may or…
SCORE assessments must always be related to a particular session or activity. DSS provides 3 individual assessment domains for one-on-one case work: To record a client assessment, navigate to the relevant session and locate the session attendance panel. Instructions Step 1. Log into your CRM database (refer to Logging On…