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 enter their own information and updates. Share the link with clients at events or before they meet with a counselor/consultant. Data will be uploaded to corresponding fields in client records. 

2. Hand out a paper version of the web form at events so clients can complete the data. Be sure to add the web form link to the paper version so they can enter the information themselves. This makes it easier for you since web forms are sent to SourceLink as Pending Tasks and eliminates manual data entry.  

3. Upload client data using Import Client Data tool.

4. Import Event Registrations from File when uploading a group of people at one time. See Events Registration

5. Import Interactions and Client Referrals. See Importing Client Data

SAMPLE OPEN SURVEY

SAMPLE PAPER FORM

Import Client Data

Go to Setup>Import Client Data>Download the client import file template. 

SAMPLE IMPORT CLIENT DATA TEMPLATE

Import Registrations, Interactions and/or Referrals

Sample File to Import Event Registrations

Import Interactions

Import Client Referrals

Updated on July 25, 2022

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