Conferences of the Society of St. Vincent de Paul Houston

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Case Management

Case intake "New"

Case Intake "Returning Individual"

Entering Assistance
for Neighbor in Need

Entering Casework Info

Converting Pledge
to Check Request

Administrator

Administrator Tasks

Adding Vendors to Drop-Down Menu

Adding Volunteer Hours & Mileage

Treasurer

Approving Pledges &
Check Requests

Closing Month & Reports

Adding Credits & Debits

Online Workshop

ENTIRE
CMS TRAINING
PLAYLIST

Food Pantry

Pantry Closeout training

Pantry Closeout for
Existing Clients

Other Tasks

Conducting Searches

Managing Vendor Lists

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