You asked… Recent updates

Here are the latest updates based on the suggestions you’ve submitted.

Referral Sources

If you have your own referral sources that are no longer used, you can now consolidate referral sources to the national list.

Go to Setup > Referral Sources. Select “consolidate” for the referral source and choose the referral source from the national list to consolidate to.

Resource Connections

Read-only admins can now view individual Resource Connection records.

HFA Caseload Summary

This report has been updated to exclude inactive home visitors.

We appreciate your continued feedback.