Archive Clients & Leads
Who can use this feature? Frequently asked questions Archive a client or lead There are two ways to archive a client or lead: From…
Who can use this feature? Frequently asked questions Archive a client or lead There are two ways to archive a client or lead: From…
Who can use this feature? Frequently asked questions Assign and reassign staff There are two ways to assign/reassign caseworkers: From the People screen 1….
Who can use this feature? An easy-to-use Case Notes system is available within the client profile. Service providers can quickly add, edit and delete…
Who can use this feature? The Client Profile consists of a Client Info Ribbon which displays the client’s date of birth (DOB), email and…
Who can use this feature? Referred to as “Reverse Job Searchâ, this feature allows caseworkers to search for matching candidates for any given job…
Add a task There are two ways to archive a client or lead: From the Tasks screen 1. Select +New Task. 2. In the…