Customers

Customers are the people and businesses served by the organization. Customers become Clients if they receive Advising Sessions. They can also be Attendees when they attend Events.  Customers with Initial and/or follow-on counseling sessions are considered clients.  Customer activity is captured with sessions, event attendances, and survey responses.

Consulting/Advising/Counseling are interchangeable words and your organization may prefer any of these.

Back to Main Help Index

Video

• Center IC Introduction for New Counselors, 1 Hour 

Documents 

• Who is a Customer? 
• • The Lead Representative / Member(s) Relationship
• Adding Customers
• Searching Customers 
• Merging Customers
• Export Issues
  • Customer Export Issues
• EDMIS Preview
  • EDMIS Preview
• Customer Screen
  • Customer Tab
  • Sessions/Events Tab
  • Categories/Related
• Sessions
  • Counseling Session Field Descriptions
  • Areas of Counseling
  • File Attachments
  • Impact Field Descriptions