I am curious if/how anyone is tracking when multiple people work with a client. In our org we often have 2-3 people working with a client on an ongoing basis and tracking caseloads by just the owner of the contact record doesn't really work in a team situation, so I was just wondering how others were handling this. I have a few thoughts, like just adding lookups to the contact record or creating a related "Coach" object that lists the people working with the clients, but wanted to see if there is a better/ more standard way. #Nonprofit #Nonprofit Cloud Case Management #Program Management Module
@William Coyle honestly this really can have very different answers depending on specific needs. Feel free to PM me if you think this is a situation you might be seeking some collaboration or more specific/detailed support for the benefit of your nonprofit client.