Customers

Customers are the people and businesses served by the organization. Customers become Clients if they receive Consulting 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.

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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