Clients who need to update their contact details such as a new phone number or email address must submit a Change of Information Request form.
Accurate and current contact information is essential to ensure we can keep clients informed about important updates, opportunities, and support services.
Once submitted, the request is automatically logged in a tracking spreadsheet and reviewed by the clients Advocate or Social Worker. That staff member will update the information in Salesforce and mark the request as complete in the spreadsheet.
From the Salesforce homepage.
1. Click ✅MSH Client Form Approvals.
2. Select the Changes of Information Requests Tab.
3. Locate new requests.
Look for gray or white lines.
4. Review the information provided for the Change of Information request.
5. Open Salesforce.
6. Update the Client's contact information in Salesforce.
7. Return to the Excel Spreadsheet.
8. Select Yes for Completed?
The line will turn green showing that the request is completed.
