CHSP Services are recorded against CHSP Cases. Clients may make a contribution towards the cost of these services. In these cases, you may need to create an invoice for the client. Note – this article refers to the 2020 version of the CHSP module using invoices. Instructions Step 1. Log…
CHSP Services are recorded against CHSP Cases. Clients may make a contribution towards the cost of these services. In these cases, you may need to create an invoice for the client. Note – this article refers to the 2020 version of the CHSP module using invoices. Instructions Step 1. Log…
As part of your engagement with clients, there are documents, forms or other files you may need to provide to them. When sending files electronically, security is an important concern. The secure file transfer functionality allows you to send a file from a customer from within the database. To access…
As part of your engagement with clients, there are documents, forms or other files you may need to provide to them. When sending files electronically, security is an important concern. The secure file transfer functionality allows you to send a file from a customer from within the database. You have…
As part of your engagement with clients, there are documents, forms or other files you may need to request from them. When receiving files electronically, security is an important concern. The secure file transfer functionality allows you to send or request a file from a customer from within the database….
As part of your engagement with clients, there are documents, forms or other files you may need to request from other agencies on their behalf. When receiving files electronically, security is an important concern. The secure file transfer functionality allows you to send or request a file from a contact…
As part of your engagement with clients, there are documents, forms or other files you may need to request from them. When receiving files electronically, security is an important concern. The secure file transfer functionality allows you to send or request a file from a customer from within the database….
As part of your engagement with clients, there are documents, forms or other files you may need to provide to other agencies on their behalf. When sending files electronically, security is an important concern. The secure file transfer functionality allows you to send or request a file from a contact…
The secure file transfer functionality allows you to send or request a file from a customer or contact from within the database. The interaction and the file are then linked to the client or contact record. Secure File Transfers uses a secure system that does not rely on sending the…
As part of your engagement with clients, there are documents, forms or other files you may need to provide to them. When sending files electronically, security is an important concern. The secure file transfer functionality allows you to send or request a file from a customer from within the database….