Your CRM database has been built to assist you in providing service to your customers. It will allow to record, view and update customer information.
Your database will be customised to the services that you provide to your clients. These may include Case Management, Emergency Relief, Financial Counselling, NDIS or CHSP services, Community Education or Group Work.
The appropriate modules will be added into your database to capture the important information for providing services and reporting to funding bodies, boards, operational teams and clients.
For more information on available modules, please refer to our website.
Accessing your database
To access your database you will need to know the address of the database, as well as your user name and password.
If you are not sure of any of these, please speak to your manager, or your database administrator.
If you have these details, but are not sure what to do next, please read our Logging on article.
Using the Knowledge Base
This knowledge base has been designed to provide assistance in using the basic functionality and modules of the database.
Remember that your modules may have been customised and may look slightly different than the images you see in here. If you are unable to find the help you need, please contact us using the details below
For more information on using the Knowledge Base, refer to this article.
Contact support via the email: email@example.com
More contact details are available here.