• Familiarisation
  • Ivo controls
  • The Dashboard screen
  • Clipboard functions
  • Help & Support
  • Data entry concepts
• Getting Started
  • Introduction to the Manage Clients screen
  • Creating activity records
    • Step 1 - The Create New Item button
    • Step 2 - The New Client Advocacy Issue screen
  • Manage Clients screen
    • Client details tab
      • Adding/Editing demographic data
      • Adding/Editing client contacts & details
      • Specifying/Editing administrative alerts
    • Service history tab
      • View/Edit activities
      • Activity-specific contacts
      • Update activity status
      • View/Edit file notes
      • Enter/Edit statistics
      • Printing client summaries
  • File Notes
    • Creating a new file note for an existing Activity
  • The Calendar
    • Creating file notes from the Calendar
  • Check Data
• Support
  • DIY support
  • How to request support
  • Remote Support