Community Data Solutions has worked with your organisation to tailor your database to your needs. Each CRM database is different, but the underlying functionality is the same. Every list in the database is searchable. While each list contains slightly different information, the searching functionality is common across all lists. If…
Your CRM database likely contains many multi-select menus and drop-down menus. Drop-down lists allow a single selection only. Drop-down lists may be configured with a default option that is selected automatically unless changed. Multi-select menus allow single or multiple selections as required. Using a drop-down list Step 1. Navigate to…
Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common across all lists. Community Data Solutions has worked with your organisation to tailor your database to your needs. Each CRM database is different, but the underlying functionality is the same. …
There are a number of reports provided with your database, each with individual permissions. The General Users report provides a list of all users of the database, their status and the permissions they have. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step…
At times you may have users leave the company, or no longer require access to the database due to a change in role. To avoid being charged for these users, you can change their Status to Inactive. Inactive users retain their history but are no longer able to log into…
Community Data Solutions has worked with your organisation to set up several categories of user permissions. Depending on which roles you have been assigned, you may have access to different modules than your colleagues. Roles are used to determine which functionality you have access to, as well as the level…
Community Data Solutions has provided your organisation with a web address to access the system. Entering this address into a connected internet web browser (preferably Google Chrome) should result in the following logon screen: Instructions Step 1: Enter your Community Data Solutions-provided username and password. Step 2: Select your site from the…
The Agency Statistics Report provides a summary of the clients, case and sessions for the nominated time period. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Reports from the top menu The On-Demand Reporting page is displayed Step 3. Select Agency…
Tenancy session activities are raised against a Tenancy Casefile until the case is closed. Tenancy Management functionality tracks all Tenancy Counselling services provided to and associated with, clients. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Find the record for…
The Community Data Solutions CRM system allows users with the manager role to manage the users of the database and their permissions. Managers are able to create new users, change passwords if required, restrict or provide access to features/records and deactivate users. Managers are able to:– Edit User Permissions – restrict or…