NEXT Video - July 15, 2019 (Client/Employee; Client Intake Report Update; New Custom Report Columns) : Solution Center

NEXT Video - July 15, 2019 (Client/Employee; Client Intake Report Update; New Custom Report Columns) Print

Modified on: Tue, Dec 10, 2019 at 3:05 PM

New Features:

Standard User - Change person type between Client and Employee 0:13
Standard User - Update to Client Intake Report: Demographics table 1:06
Report Builder - Two New Custom Report Column Types: Head of Household (Demographic option); Note Type (Note Report option) 2:03
Standard User - Renamed “Referring Counselor” to “Referring Counselor/Agency” 3:36

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