Training Webinar: Outbound Contacts

Training Webinar: Outbound Contacts

During this training participants will learn:
  1. What is the Outbound Contact feature?
  2. Add an Outbound Client record
  3. Edit or Delete Outbound Contacts Schedule or Incident
  4. Logging Outbound Contacts
  5. Print today's Outbound Contacts to PDF
  6. Reporting

    • Related Articles

    • Training Webinar: How to Log Contact Forms

      During this training, participants will learn about: what details are available on the main Contacts page logging interactions in contact forms making referrals from a contact form noting needs and unmet needs follow-ups surveys outbound calls caller ...

    • Training Webinar: Statistics Part 1

      This training will cover: Analysis Calls Follow -up Outbound Calls Staff-Volunteer Shifts Resources Messaging Outreach Security

    • Training Webinar: Managing Contact Form Fields and Settings

      During this training, participants will learn about: Part I - Overview of Contact Form Version Settings Contact form settings found on the Calls tab in Admin Tools definitions of Categories, Groups and Fields editing/managing contact forms Category, ...

    • Outbound Calls

      What is the Outbound Calls feature? The Outbound call feature is intended for clients for whom you have agreed to call out to them on a very regular schedule, normally to check on their safety, remind them to take medication or for ongoing social ...

    • Training Webinar: Referral Status

      During this training, participants will learn: what is referral status and how it can be used using referral status with Needs by Taxonomy, and without Needs by Taxonomy how to enable Referral Status how to edit Unmet Needs Reason and Referral Status ...