How to Remove CDAG Protections from Inquiries
The Inquiry Details screen now requires the “Program” field in the “Inquiry Handled By” section. This was done at the request of counties to ensure inquiries could be protected under […]
How to Navigate the Client Inquiry Screen-Initial Tab
The Client Inquiries (Client) list page displays inquiries specific to the selected client in the Client Search box. For information on this list page see: Client Inquiries (Client) List Page […]
How to Create a Client Through an Inquiry
Select the “Link/Create Client” button. This will bring up the client search window, with a few extra buttons at the bottom. You must search by name by clicking the “Broad […]