Emergency Relief Client Summary
The Emergency Relief Client Summary report provides a snapshot of the emergency relief history for any given client. This information is useful in determining if a client is eligible for additional emergency relief.
Step 1. Log into your CRM database (refer to Logging On for further information).
Step 2. Find the record for the required Client.
Step 3. Select Emergency Relief – Client Summary from the Shortcuts menu.
The Report is displayed.
Once the report has completed processing, click the ‘Click Here to Download’ link
The Report will display in your browser, or open with your PDF viewer, depending on your computer’s settings.
The Emergency Relief – Client Summary report is displayed:
The Report lists the following information:
- Client Address
- Client Phone
- Client Email
- Client DOB
- Client Gender
- Partner details
Emergency Relief History:
- Emergency Relief date
- Service Type
- Assistance provided notes
- Total assistance amount
For further information, refer to the following articles: