Learn how to create, share, and attach forms to client profiles while leveraging advanced conditional logic to streamline workflows.
Discover how to set up and manage internal programs for seamless monitoring and client tracking.
Learn how to use tracking tools to measure program performance and client participation effectively.
Explore tools to monitor client journeys, add progress notes, assign tasks, and manage key client information.
Learn to manage companies, donors, and volunteers effectively, tracking their engagement and contributions to your mission.
Learn how to create and use custom fields to capture and organize unique data for clients, programs, and more.
Discover how to document detailed notes and assign tasks to streamline your client management process.
Learn how to upload and securely store documents in client profiles, ensuring quick access and organization.
Master the Importer tool to upload client lists, programs, and more while creating custom fields for tailored data management.
Learn how to generate Contact Reports and Program Reports to measure success and gain insights.
Learn how to leverage the Career and Growth Hub to automatically match clients with job and program opportunities based on their skills and needs.
Discover how to send invites to clients, helping them access resources, apply to jobs, and track their journey through the LifePath Navigator platform.
Learn how to track client journeys, monitor milestones, and export progress reports for data-driven case management.
Discover how to refer clients to relevant job and service opportunities directly from their profiles, streamlining access to critical resources.
Learn how to post programs to the national service board, receive auto-referrals, and connect with clients in need within a 50-mile radius or beyond for virtual services.
