New Features:

  • Standard User - Client Intake Report 0:16
  • Agency Admin - Set Default Client Intake Report Demographic Fields 2:03
  • Standard User - Print Blank Assessments 2:29
  • Standard User - Delete and Edit Option for Contacts 3:00
  • Standard User - Demonstration of Info Cards & Tool Tips 3:31
  • Agency Admin - Set up Info Cards & Tool Tips on Forms 4:53
  • Agency Admin - Set up Tool Tips for Custom Fields 5:38
  • Reports - New Custom Report Column Options 5:51
  • Agency Admin - Sort Group Files 6:50
  • Standard User - Sort Client Files 7:22