Intake/Waiting List records can now be accepted without creating a related activity record such as a Client Advocacy Issue.

This is beneficial if you are using Ivo to manage the intake process in your organisation, but use a different system to manage the service provided to the client once they have been accepted.

Please note, this function needs to be explicitly turned on for each funding source that it applies to.

When accepting an Intake/Waiting List record, simply tick the "Accept without creating related record" tickbox -


The other fields will be removed and you can then complete the form as normal (that is, you still provide the Date Accepted and complete any statistics, if applicable.