Help Articles

View articles, user guides, and videos on key CentralReach workflows

Release Notes

Read about our new features and product improvements

Software Courses

Take short, click-by-click courses on CentralReach best practices

Training

Register for product webinars, one-on-one training & more

Most Recent Articles

Breeze through our most recently added articles to see what's new and fresh

Knowledge Base User Guides Webinars

Address Management Permissions

The following are Contacts module permissions for Address Management: (Utilities > View Address Management) Ability to view all addresses in the system. (Utilities > Manage Address Management) Ability to bulk edit all addresses of contacts the user is connected to in the system. Please note: Both permissions are only enabled in the System Admin permission …

The Address Management Screen

The “Address Management” screen in the “Utilities & Tools” section of the Contacts module allows users to view, edit, and geolocate addresses in bulk. To view or edit addresses, users must have permissions enabled for the Address Management screen and can only view contacts they are connected to. Filter the grid by: Contact name and …

The Payroll Analysis Report

The Payroll Analysis Report provides reference to payroll data trends and breakdowns. There are operational infographics with employee and pay period data, along with exportable data for item-specific details. The report contains the following widgets and filters: Widgets Total Paid Amount Pay Type Breakdown Payroll Period Trend By Employee Employee Payroll Details Filters Years in …

Troubleshooting “The Quota Has Been Exceeded” Error Message

“The quota has been exceeded” error message displays for some Firefox users when logging back into CentralReach using the same tab they were previously logged out of automatically. Users must update their browser settings to prevent this error message from occurring. To update Firefox browser settings: After opening Firefox, enter about:config in the browser …

How to View Queued Data in CR Mobile

Users can view data that has not yet been sent to CentralReach. Data not yet sent to CentralReach is typically the result of users in offline mode. To view queued data in CR Mobile: Navigate to the Settings module and select View Queued Data Tap the refresh icon on the right-hand side to view the …

How to Enable Biometrics in CR Mobile

Users can enable FaceID or Touch ID when logging into CR Mobile, provided the mobile device is capable of biometrics. To enable biometrics in CR Mobile: Navigate to the Settings module Tap the Biometric Login toggle Tap Setup Biometrics Enable Face ID or Touch ID, depending on the device The “Biometric Login” toggle will now …

Release 7.6 Workflow

Recorded: 7/21/2021 Length: 1 minute This clip includes updates to CR ScheduleAI, Learn, and Timesheets. In addition, Release 7.6 includes an enhancement to CR Mobile Session Notes, allowing users to add additional signatures to accommodate supervisor signature workflows.

Release 7.0 Workflow

Recorded: 3/19/2021 Length: 2:03 minutes This clip provides a brief overview of workflow updates in the 6.9+7.0 release, including EVV, Draft Timesheets, and Email Login updates.

Release 6.9 Workflow Update

Recorded: 3/08/2021 Length: 2:05 minutes This clip provides a brief overview of workflow updates in the 6.9 release, including EVV, Draft Timesheets, and email login updates.