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
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...
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...