Expedite Entering and Updating Client Data
Use these methods to capture data for new or existing client data: 1. Create an Open Survey so clients can...
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Import Client Data (Including Resource Partners)
The Import Client Data page allows for group of client records to be imported into SourceLink. Go to Setup>Import Client... -
Import Client Interactions
How To Import Client Interactions Go to Setup>Import Client Data Download the interaction import file template. Populate the spreadsheet with... -
Import Client Referrals
Go to Setup>Import Client Data Download the referral import file template Populate the spreadsheet with your client referral data –... -
Import Client Snapshots
How To Import Client Snapshots Go to Setup>Import Client Data Under Import Other Data, click Client Snapshots Download the snapshot...