Configure Programs and Services

Customize the bulk service delivery tool, process builder automation, cohort mass update, service schedules and more.

• Customize Service Delivery Fields on Bulk Service Delivery Tool (BSDT)
  Customize recipients, configure quick actions, customize record naming and more.
• Customize Process Builder Automation
  Update process builder automation included in Case Management.
• Configure Related Lists on Accounts
  Configure Related Lists on your accounts.
• Configure Service Delivery Summary Data
  The Service Delivery summary fields are automatically-calculated fields on the Contact, Program Engagement, Service, and Service Session objects. They track attendance and the date of a client’s last service.
• Customize Bulk Service Deliveries
  Update Bulk Service Deliveries settings in Case Management to match your organization's needs.
• Add an Active Program Engagement Stage
  Set new or existing Stage values for Program Engagements as active for enhanced filtering in Nonprofit Cloud Case Management.
• Add an Active Service Status
  When you add Status values for Services, set the values as active for enhanced filtering.
• Configure Cohort Mass Update
  Configure a cohort mass update.
• Enable Mass Creation of Program Engagements
  Allow users to mass create Program Engagements for a single Program directly from a Contact list view.
• Customize Fields on the Add Contact to Program Action
  Many organizations offer one-time or recurring Services for individuals or groups. For example, your organization might offer classes, mentoring sessions, support groups, community outreach events, or other types of events. Use Service Schedules to schedule and manage these events.
• Configure Service Schedules
  Many organizations offer one-time or recurring Services for individuals or groups. For example, your organization might offer classes, mentoring sessions, support groups, community outreach events, or other types of events. Use Service Schedules to schedule and manage these events.