The Community Data Solutions team worked with various members of your organisation to scope, design and deliver your CRM system. If you are having trouble using the system, we recommend you first speak to your colleagues and managers to resolve your issues. If you are unable to resolve the problem,…
CommunityCI is an online client outcomes data collection and analysis tool. Build your custom outcomes framework and performance indicators or use one of the many built in frameworks to deliver streamlined outcomes collection and analysis processes for your social services and healthcare programs Community CI delivers RBA compliant outcome based…
Creating a Community Education Session allows you to record data from completed activities (eg. the duration, location, and number of attendees). You can also record evaluation results for the session. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Locate the relevant…
SCORE stands for Standard Client/Community Outcomes Reporting. It forms part of the Data Exchange Partnership Approach. There are four different types of outcomes measured through SCORE to help tell the story of what has been achieved for an individual client and/or group/community activities. The SCORE domains for individual clients are:…
At some point, a client may choose to end a Financial Counselling case or cease their relationship with your agency. In this situation, a client exit is performed. Financial Counselling functionality tracks all financial counselling services provided to and associated with, clients. Instructions Step 1. Log into your CRM database…
Invoices are generated once NDIS claims have been approved, or when clients who receive service without an approved NDIA support plan. Invoice Processing can also create a file to be used with your finance software. Currently, CDS supports exports to MYOB Accounts Right online and Xero. To discuss finance system options, please…
Adding a Regular Attendee to a Community Education Activity lets you track who is interested in an activity. You are also able to record their attendance at a particular session. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Locate the relevant community…
The CRM Calendar shows past, present and future tasks or appointments. The Calendar can be viewed from Outlook or Google Calendars, but the appointments can not be edited from the external calendars. For information on how to access the calendar, refer to the Calendar article. Instructions Integration with Outlook…
The Calendar shows past, present and future tasks or appointments. Depending on your database configuration, you can see your own appointments and tasks, or appointments for yourself and others with shared calendars. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Calendar…
The Assigning Records to Users feature allows you to allocate records to specific users of the database to indicate their responsibility and/or relationship with a client. When a record is created it will generally be assigned to the creating user. The following instructions demonstrate how to change the default assignment. Instructions Step 1….