UPDATE 5/16 – Upcoming Releases: Site/Fund Codes & Resource Connections

UPDATE 5/16 – We are conducting more testing on Site/Fund Code Tracking and all related reports before releasing these 2 projects. The release of these projects is expected to be over the weekend of 5/18. We will announce once these projects have been officially released.



Updates have been made to Resource Connections

  • The Resource Connections page will display connections entered. Click “pencil” to view, edit, and enter follow-ups / progress
  • Enter a new Connection – Click on the “Add a new Resource Connection”
  • “Pertains to” – You can now select who the Resource Connection relates to.
  • Progress notes have been added. Entered follow-ups and/or progress notes
  • Connection Types have been updated
  • Knowledgebase tutorial has been updated