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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 …

How to View File History

The “History” tab allows users to view all activity made to files, such as when Session Notes were created, deleted, locked, or unlocked. To view file activity: Navigate to the Files module and select All Files Select the file Click the History tab

How to Geolocate Addresses in Bulk

Users with the (Utilities > Manage Address Management) permission enabled can edit and geolocate multiple addresses from the Address Management screen. To geolocate address in bulk: Navigate to the Contacts module and select Utilities & Tools Click Address Management Click the checkboxes next to each address being geolocated Or, click the checkbox next to “Contact” …

How to Download the Address Management Report

To download the Address Management report: Navigate to the Contacts module and select Utilities & Tools Click Address Management Select a date range and apply filters Click the download icon on the right-hand side Click Go to Files to view the file in the Files module The following columns are in the Address Management export: …

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.