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Launchpad Client Cases
Client Cases
Types of Client Cases
How to Create Create a Client Case (7:48)
Adding Counseling Activities (6:14)
Adding Funding Sources to Cases and Counseling Activities.
Adding Case Notes and Counseling Activity Narratives (3:20)
Adding Case Impacts
Adding Time Logs
Transferring Client Cases to a New Fiscal Year
Client Financial Information
Creating a Financial Snapshot
Retrieving Credit Reports
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Adding Funding Sources to Cases and Counseling Activities.
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