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Jesús

Jesús DeLeón-Serratos

jdeleon@eccovia.com

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Jesús articles

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Using Quick Services

Published April 25th, 2025 by Jesús DeLeón-Serratos

Overview Quick Services in ClientTrack are designed for immediate provision, such as a hot meal, a warm coat, or a bus token. Managing these services effectively is crucial to ensure swift assistance to clients. This article provides a step-by-step guide on how to set up and manage Quick Services within the platform, offering insights into filtering

12 Views 1 min

Printing Forms in ClientTrack

Published February 18th, 2025 by Jesús DeLeón-Serratos

Overview ClientTrack offers users the functionality to print data-filled forms conveniently. This feature is especially useful for maintaining physical records, conducting reviews, and facilitating data sharing outside the digital platform. The printing option allows you to choose between generating a form for manual input or printing it with the da

193 Views 1 min

Context Menu Designer - Housing

Published August 18th, 2023 by Jesús DeLeón-Serratos

The Context Menu Designer is a tool within the ClientTrack Housing/Shelter workspace that allows developers or designers to create and/or customize context menus. Context menus, also known as context-sensitive menus or right-click menus, are the pop-up menus that appear when a user right-clicks on a specific element within an application or operatin

1121 Views 1 min

Metadata Elements

Published February 6th, 2025 by Jesús DeLeón-Serratos

Overview This article takes a closer look at the metadata elements commonly found in ClientTrack tables, helping you identify them and understand their purpose within the system. ClientTrack's Metadata Metadata is "data about data," capturing information like when and by whom data was entered into a system. It helps with reporting, programming, and

110 Views 1 min

Join to Value vs. Get Description

Published February 28th, 2025 by Jesús DeLeón-Serratos

Overview In many databases, dropdown list selections are stored as item values instead of descriptive labels, complicating data analysis and usability. In ClientTrack, query designers can translate these values into meaningful descriptors using the cmComboBoxItem table which maps each item to its human-readable form. This article will help you under

181 Views 1 min

ClientTrack's HMIS Data Dictionary

Published February 10th, 2025 by Jesús DeLeón-Serratos

Overview This article is designed to help ClientTrack end-users understand the relationship between the HMIS Data Dictionary and the data structure within ClientTrack. By connecting these two elements, users will gain a clearer understanding of how data is organized and utilized in the system. Inside the Data Dictionary Using the latest version of t

397 Views 1 min

FAQ: System Performance Measures

Published March 21st, 2025 by Jesús DeLeón-Serratos

Within this resource, you'll find responses to the most common inquiries we've received. Whether you're troubleshooting issues or exploring best practices, we're here to assist you throughout the process. Delve in to uncover insights into the pressing questions within our SPM community.  Be sure to check our other SPM resources: help.eccovia.com/spm

396 Views 4 min

ClientTrack Database Vault Setup Guide

Published March 5th, 2025 by Jesús DeLeón-Serratos

Overview This guide will help you set up and download backups from the ClientTrack Database Vault using Microsoft Azure Storage Explorer.  1. Installation Start by installing the Microsoft Azure Storage Explorer and follow the standard installation instructions.  Ensure the system downloading the backup has network access to the server running Micro

157 Views 1 min
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