1024 Ivo Support

When using the Find function, by default, Ivo starts searching while you type. When just searching for an entity for example, this works well because there ...

The 'Quick Search' field on the Manage Clients and New File Note screens makes it easy to search for the Entity Name you are looking for. ...

It is possible to setup Ivo to access more than one Ivo data file (for testing purposes for example). If this has been done in your organisation, it...

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 ar...

Note, you must be an Ivo Administrator to complete these steps. Follow these steps outlined below the screenshot to add a new staff member to Ivo. ...

When Ivo has been configured for DEX data collection, the two main changes are; Additional "DSS" fields on the "Manage Clients" s...

In Ivo, there is an option to sort Waiting List Records by Date, Funding source, for your own user account.  To do so, please follow the instructions be...

This is a potentially serious error that will prevent staff from logging-in to Ivo. In the vast majority of cases we will simply need to perform a compa...

Note: You must be an Ivo Administrator to complete this process. To make a staff member an Ivo Administrator, follow these steps. Click the smal...

A new "Appeal Type" field has been added to client advocacy issues. This field will only be visible if the selected funding source is an NDAP o...