Program management
- Canada Program Types & Program Names Available
- US Program Names & Program Types Available
- Advanced Christmas Program
- Standard Holiday Program
- General program settings for food bank standard program types
- Program settings for generic program types
User, Organization & Settings Administration
Client Management
Visit Management & Appointment Lists
- Barcode Scanning feature
- Delivery Route feature
- How do I Edit or Delete a Visit or Appointment?
- Appointment Feature & Appointment Lists
- How do I add a Visit?
- How do I View, Edit or Delete an Anonymous Visit
Surveys
CSFP Lists *US Only*
Case Management FAQs
- How do I delete a client?
- Is there a way to disable the Leave Site prompt?
- If I change a client's information after a visit is completed will it be visible on an export?
- Does Consent to Contact set at the regional level carry through to networks and agencies?
- If an organization changes their eSignature Disclaimer for TEFAP would that mean that everyone would need to re-sign for TEFAP on their Network?
- Why do some addresses in Canada not populate when using address auto-complete?