Why the Intake Process is Such a Pain Human service organizations often struggle to capture information during their intake process, usually scribbling down important information...
Author archive for: Aimee
16.102017November 30, 2017

How Salesforce Helps Track Parent Matching Activities
Can you easily answer the following questions about your P2P program? Where are the majority of my support parents located? What else can they support...
25.092017September 26, 2017

Easy Peasy Date Filters in Salesforce Reports
Do you need to run reports that show records that have 2 relative date filters? Say, all contacts that were created last year AND whose...