Add Caseworkers as Contacts
Ali Ryder
When a client has a Case open, or a Housing Placement open or a Housing Loss Prevention open, there's a designated Caseworker.
Can we automatically add that Caseworker, who is a user and who already exists in the system, as a Contact in the Contacts module
? Lots of communities would like to manually enter this but they find staff are forgetting to do it so it's never a reliable source of information. Yes, users could look up the Case Management Client List, but they'd also have to look up the Housing Placement list, and also the Housing Loss Prevention list, and that's a lot of extra clicks, and they may not even have access to all that information.