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Administrator

These users have access to everything in the system, including confidential information and user maintenance. This role should only be held by a small number of users in your organization.

Interactive Query
Interactive Query - Export to Excel or Word
Interactive Query - Filter by Viewer
Interactive Query - Filtering
Interactive Query - Grouping
Interactive Query - Reorder Columns
Interactive Query - Resize or Hide Columns
Interactive Query - Saving and Loading
Manage Health Statuses
Manage Interaction Types
Manage Physical Address Types
Prevent users from seeing confidential (private) notes
Recent Interactions
Record an unscheduled interaction
Record that a client has passed away
Reporting Tutorial: Grieving Contacts Report
Reporting Tutorial: Interactive Query Column Options
Reporting Tutorial: Interactive Query Filtering
Reporting Tutorial: Interactive Query Save / Load
Reporting Tutorial: Interactive Query Sorting

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