User Manual ^2.2

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^{(c) Endless Realities Inc.}

Table of Contents

Using this Manual
Change Log
1. Getting to Know Dog Tracker & Client Tracker
1.1. Login
1.2. Apps
1.3. Tabs
1.4. Fields
1.4.1. Read Only Fields
1.4.2. Record Type
1.5. Records
1.5.1. Create New Records
1.5.1.1. Record Types
1.5.2. Find Existing Records
1.5.2.1. Search Bar
1.5.2.2. Filtered View
1.5.3. Edit Records
1.5.4. Clone Records
1.5.5. Delete Records
1.6. Related Lists
1.6.1. Activity
1.6.2. Notes & Attachments
1.7. Tasks
1.7.1. Reassigning Tasks
1.7.2. Completing Tasks
1.8. Events
1.9. Emails
1.10. Contacts and Accounts
1.11. Reports & Dashboards
1.12. Dog Tracker Manual
2. Contacts
2.1. Entering Records
3. Client Tracker
3.1. Entering Records
3.2. Preferred Communication Type
3.3. Automation Flow Chart
3.4. Client Email Triggers
3.5. General Information
3.6. Potential Applicant
3.6.1. Potential Applicant Review Decision
3.6.1.1. Approve - Send Application Package
3.6.1.2. Decline
3.6.1.3. Withdrew
3.7. Applicant
3.7.1. Applicant Documents
3.7.2. Application Package Review Decision
3.7.2.1. Approved - Client
3.7.2.2. Approved - Needs Interview
3.7.2.3. Declined
3.7.2.4. Withdrew
3.8. Client
3.8.1. Client Stage Interviews
3.8.2. Client Documents
3.8.3. Fee for Dog
3.8.4. Declined/Withdrew
3.9. Graduate
3.9.1. Graduate Documents
3.9.2. Follow Ups
3.9.3. Public Access Tests
3.9.4. Graduate Stage End Reason
3.9.4.1. Successor Dog
3.9.4.2. Deceased
3.9.4.3. Organization Reacquired Dog
3.10. Process Bypass
3.11. Record Image
3.12. Embedded Lists
3.13. Quick Action Buttons
4. Forms, Documents & Evaluations
4.1. Entering Records
4.1.1. Application
4.1.2. Interview Form
4.1.2.1. Interview Decision
4.1.2.1.1. Approved - Needs Additional Interview
4.1.2.1.2. Approved - Set to Client
4.1.2.1.3. Approved - Interviews Complete
4.1.2.1.4. Pending Scheduling
4.1.2.1.5. Declined
4.1.2.2. Scheduling Interviews
4.1.3. Monthly Follow Up
4.1.4. Public Access Test
4.1.4.1. Tested On & Final Result
4.1.4.1.1. Placement
4.1.4.1.2. Follow Up
4.1.4.1.3. Follow Up Final
4.1.4.2. Scheduling Public Access Tests
4.1.5. Required Document
4.1.6. Yearly Follow Up
Dog Tracker