Extended

These users have access to most functionality in Curanotis, except user administration and setup.

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
Schedules without Interactions (Missing Visit Reports)
Scheduling group activities
See a list of only my clients
Set Up and Manage Follow-ups
Setup Tutorial: Contact Custom Fields
Setup Tutorial: Using the Find Client "Mine" View
Should I cancel or delete a schedule?
Should I delete a contact or make them inactive?
What is the difference between Scheduled Interactions and Interactions?
Working with Close the Loop
Working with My Schedule
Working with the Organization Schedule