Private Course
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Responsible Administrator
Last Update 03/01/2022
Completion Time 3 days 59 minutes
Members 113
  • Getting Started
    • Manage Sidebar Icons
    • Manage Bookmark
    • Manage List View Columns
    • Archive & Unarchive Records
    • Mass Edit Records
    • Search & Filter Records
    • Group Records
    • Save Favorite Search
    • Configure Dashboard
    • Special Notes (HQ & Admin)
    • Change Password
  • Contacts
    • Clients
    • Caregiver
    • Employee (HQ)
    • All Contacts (HQ)
  • Case Management
    • Case
    • Session
    • Sheehan
    • GAF
    • RMBPC
    • Zarit
    • CSQ
    • Teams (HQ)
    • Reporting (HQ)
    • Configuration (HQ)
  • Outreach
    • Outreach
    • Configuration (HQ)
  • Forms
    • Form Builder (HQ)
    • Forms
  • Employee (HQ)
    • Department
    • Employee
  • Settings (Admin)
    • Access Rights
    • Users & Change Password
  • Common Issues
    • Unable to remove favorite search
    • Unable to view clients
    • Unable to view caregiver
    • Unable to view records
    • Send email error