7 results for “intake CRM”
- How do I delete a case management record in the Intake CRM?Data Management· Data Management· Intake CRM· Record Deletion
- I accidentally submitted a test or blank entry through the feedback widget. Does this create a real support ticket, and what should I do?Platform Support & Operations· Platform General· Platform General· Feedback Widget Usage
- How do I set a permanent (default) search filter on the Caregiver List or Patient Search page?Configuration & Workflows· Configuration Request· HR/ATS· Search Filter Defaults
- How do I delete test data records (patient cases or caregiver profiles) from Bolt?Data Management· Data Management· Platform General· Test Data Deletion
- How do I delete referral source types from my agency's database in Bolt?Configuration & Workflows· Configuration Management· Intake CRM· Referral Source Type Deletion
- How can I hide fields on the intake case form (Add New Case page) that my agency doesn't need?Configuration & Workflows· Configuration· Intake CRM· Field Visibility Customization
- How do I update the dropdown options (e.g., plan names) in my Intake CRM workflow inputs?Configuration & Workflows· Workflow Configuration· Intake CRM· Dropdown Field Value Updates