Planned upgrade changes – Tracking updates to client sub-screens

Oh, here’s some information about my client—when was this entered? Who added this detail?

To help you answer these questions, the new RPM upgrade will begin keeping track of who updated the information on client sub-screens and when that information was last changed. The following screens will now track this information: Housing (Housing and Roommates), Income (Income and Employment), Impairments, Events, Contacts, Documents, and Assets.

You will also be able to select the “User ID” and “Last Updated” fields on custom reports pertaining to client information.

Please comment and let us know if this will be useful for you. As always, we appreciate your feedback!

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