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