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Can we see total number of assistance visits and total $ of assistance by category for each case/client?
Can we see total number of assistance visits and total $ of assistance by category for each case/client?

Example, total # of times we've helped with rent and total amount of rent

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

Yes. Under a Case's [Assistance] tab there is "Show Assistance For..." drop-down menu that will allow a user to toggle between Assistance Records by category (see screenshot here).

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