Client Management
Yes, if you have a client that is having a hard time setting their password, you can set their password for them: From the navigation click, Admin >...
Mon, 30 May, 2022 at 3:30 PM
When adding a client on your “Manage Clients” page, the system detects if the client is already in the system. If the client exists in the system within yo...
Mon, 30 May, 2022 at 3:32 PM
The "Client Email/SMS Status" page displays a log of emails and text messages that have been sent to clients. The status of each message sent is d...
Mon, 30 May, 2022 at 4:39 PM
There are two ways to "see" what clients see. The first is to add yourself as a test client using a personal email account (e.g., Gmail). This wil...
Tue, 5 Jul, 2022 at 5:59 PM
Help your client set up their account with this step-by-step guide for accessing an account via a smartphone. Download the attached document to review the ...
Tue, 26 Jul, 2022 at 5:33 PM
A client can be made inactive by: Locate Clients in the main navigation In the Client dropdown menu, select "Manage Clients" On the "...
Tue, 16 Aug, 2022 at 11:12 AM
When a customer receives a completed tool for review, it can be marked either complete or incomplete, as shown below. When a tool is marked incompl...
Mon, 21 Nov, 2022 at 9:36 AM
Unassigned Client Pool Staff users can have the option to assign clients to their caseload from the “Unassigned Client Pool.” This option is a policy de...
Wed, 14 Jun, 2023 at 11:52 AM
Multiple staff can manage the same client within the CG Tools Platform. All staff managing the client must be a user of your agency and have an active TOD ...
Wed, 14 Jun, 2023 at 1:18 PM
A policy setting is available that allows staff to archive clients instead of deleting them. Allowing staff to archive clients will retain client tool assi...
Wed, 14 Jun, 2023 at 4:51 PM