Barcode Scanning Feature | Stephanie McLean | 21 Jun, 2022 |
How Do I Add a New Client? | Stephanie McLean | 17 May, 2022 |
How Do I Remove/Unlink a Household Member? | Stephanie McLean | 21 Apr, 2022 |
Case Management Features | Stephanie McLean | 25 Mar, 2022 |
How Do I Merge Client Duplicates? | Stephanie McLean | 12 Jan, 2022 |
How Do I Set a Forced Profile Review for All Clients? | Stephanie McLean | 26 Nov, 2021 |
School Pantry Tab | Stephanie McLean | 09 Aug, 2021 |
CSFP Tab | Stephanie McLean | 09 Aug, 2021 |
FFC (Food for Change) Tab | Stephanie McLean | 09 Aug, 2021 |
How Do I Add a Note? | Stephanie McLean | 03 Aug, 2021 |
Client Duplicates | Stephanie McLean | 08 Jun, 2021 |
"Last Profile Review" & "Complete Review Now" | Stephanie McLean | 12 Feb, 2021 |
How Do I Update an Existing Client? | Stephanie McLean | 04 Dec, 2020 |
What Do I Do if the Pair is Not a Duplicate? | Stephanie McLean | 24 Nov, 2020 |
How Do I Search for Clients? | Stephanie McLean | 24 Mar, 2020 |
How Do I Create a Client Notes Review? | Stephanie McLean | 04 Nov, 2019 |
Appointment Lists | Stephanie McLean | 29 Mar, 2018 |
How Do I Promote a Household Member to a Primary Client? | Stephanie McLean | 26 Nov, 2017 |
Recording Visits | Stephanie McLean | 13 Nov, 2017 |
Additional Tabs for Select US Pantries ONLY | Stephanie McLean | 31 Jul, 2015 |