Session Overview
-How to create a digital intake form with docusign, and upload digital intake form.
-Properly using relationship/account tab.
-Mass migrate salesforce services or programs (for example, job links is now its own program.
-Create a mass service entry option. For example, multiple clients come for one service in a single day (for example, 20 clients attend english class).
Nonprofit Overview
The mission of Vietnamese American Services, Inc. (VAS), which is a non-profit organization, is to address new and existing needs of the Vietnamese population in the Greater Washington Metro area. VAS focuses on outreach approaches to improve the quality of life for the Vietnamese community. VAS also assists them to integrate better into American society by helping enroll or connect them to resources and opportunities that best serve their needs.