Who can use it
Organization Admins, Location Admins, Client Coordinators, and Finance Managers.Headline metrics
What lives here
Contacts
People and organizations you work with.
Interactions
Calls, encounters and tickets across contacts.
Tickets
Support requests and their status.
Contacts
People and organizations you work with — referral sources, community partners, family contacts. Contacts here are also linkable from Projects as stakeholders.Interactions
Calls, encounters and tickets across contacts. Logging interactions builds the history that shows which referral relationships are actually productive.Tickets
Support requests with status tracking. Open Tickets on the dashboard counts anything unresolved.Working with referral sources
1
Add the referral source as a contact
Organization and named individuals.
2
Log every interaction
Calls and meetings. The history is what tells you whether the relationship is working.
3
Compare against actual referrals
Check Intake for referrals received from that source.
4
Follow up on quiet sources
A source that has stopped referring usually has a reason.
Handling a ticket
1
Record the request
Link it to the contact who raised it.
2
Work it to resolution
Update status as it progresses.
3
Close it
Open tickets accumulate visibly on the dashboard.
A complaint from or about a member belongs in
Member safeguards, not as a CRM ticket. Member complaints carry
investigation and resolution requirements that ticket handling does not.
Troubleshooting
Related
Intake
Referrals from these sources.
Projects
Link contacts as project stakeholders.