Welcome to CRM Dashboard Help Center
Find the Help You Need
Comprehensive guides, tutorials, and documentation to help you use the CRM Dashboard effectively. Whether you're a caseworker, administrator, or organization manager, we've got you covered.
🚀 Quick Start Guides
Quick Start
Get up and running in 5 minutes
Admin Dashboard
Understand the dashboard features
Applicant Intake
Complete your first client intake
👥 User Guides by Role
For Caseworkers
Guides for direct service staff managing client caseloads and creating referrals.
→ Getting Started
→ Client Intake Process
→ Managing Clients
→ Creating Referrals
→ Finding Resources
→ Editing Intakes
View All Caseworker Guides →
For Organizations
Resources for organization administrators managing programs, referrals, and team members.
→ Getting Started
→ Managing Your Organization
→ Managing Resources
→ Managing Referrals
→ User Management
→ Reports & Analytics
View All Organization Guides →
For Administrators
System administration guides for managing users, settings, and system-wide configuration.
View Admin Guides →
For Landlords
Guides for landlords using the portal to manage properties, applications, and payments.
View Landlord Guides →
🎯 Common Tasks
Quick Guides for Frequent Tasks
💡 Features Overview
⭐ Core Features
- •Client Management - Household and individual tracking
- •Resource Library - Community services and resources
- •Referral System - Coordinated entry workflows
- •Properties & Contacts - Property and relationship management
🚀 Advanced Features
- •Vulnerability Scoring - Automatic priority assessment
- •Azure Sync - Rental listing integration
- •Rental Market Heatmap - Market analysis tools
- •Reporting Tools - Analytics and insights
🆘 Need Help?
Can't find what you're looking for?
Get Support
- • Technical Issues: Contact your IT administrator
- • Process Questions: Ask your supervisor
- • Feature Requests: Submit through your admin
Resources
- • Browse all User Guides
- • Check the Quick Start guide
- • Review role-specific guides above
✨ Latest Updates: New comprehensive guides added for Caseworkers and Organizations! Check out the role-specific sections above for detailed documentation.