Knowledge Base

How to cancel a scheduled event in CRM

How to create a new Client Contact in CRM - what is required

How to add money from a client into ADV Payments in their client contact in CRM. Money can then be used for future invoice payments.

If a client has a physical card to pay it is best to add straight into CRM if possible.

How to create an invoice within a Service Event

When a client no longer wants to attend the group, or they are not deemed appropriate for the group at intake, they must be removed to vacate the space.

Move from a Group Participants list to a specific client contact from directly from the Group List

This document shows you how to upload documents to different levels within CRM

A timeline record in the communications tab should be added for any interaction with a client. Helps others should the client speak to someone else.

How to create a new scheduled event in a client's service file

This knowledge article outlines how to cycle through pages that list many records in CRM

This outlines how to select rows in a list in CRM, whether one or more, or all rows at the same time. (CRM manual 2.3.11)

This knowledge article outlines the steps to duplicate a browser tab that has been connected to a CRM page. (CRM manual 2.3.9)

This Knowledge article shows best approach to go back to a previous page in CRM without using a browser’s [Back] button. (CRM Manual 2.3.7 & 2.3.1)

This knowledge article outlines the two main ways of searching through records- the Quick Find and Relevance Search approaches. (CRM Manual 2.3.8)

Outline the visual cues for notifications in CRM in relation to blank/mandatory fields

This knowledge article focuses on navigational features located in the top left section of the CRM view/ page (CRM manual page sect 2.3.5)

If an appointment needs to be changed, it can be rescheduled rather than cancelled and rebooked.