Self Help Articles
Provides help for completing specific tasks in Ivo
To convert an activity from one type of activity to another type such as converting an Inquiry to an Advocacy Issue you will need to be in the Manage Client...
Wed, 26 Feb, 2020 at 2:55 PM
Note - This process can only be completed by an Ivo Administrator, or a staff member who has been given specific access to this function. ...
Wed, 12 Feb, 2020 at 12:59 PM
Ivo uses an auto-search function when creating new records, and on the "Find" and "Delete Records" screens. This function works by s...
Wed, 12 Feb, 2020 at 1:20 PM
Note - You must be an Ivo Administrator to create an Auditor profile. The Auditor function enables you to give an Auditor access to specific Ivo reco...
Wed, 12 Feb, 2020 at 2:46 PM
Applies to Ivo - July 2019(k) or later Editing 'prompted' stat data is now simpler and clearer. Simply double-click the item you wish to e...
Thu, 13 Feb, 2020 at 9:21 AM
Go to www.1024.com.au In the session code box at the bottom of the page, type "<the code sent to you>" (without the quotes), then click ...
Thu, 13 Feb, 2020 at 9:26 AM
There are four actions you can take in relation to an Activity record (eg. a client advocacy issue, inquiry, education session etc). To be able to creat...
Thu, 13 Feb, 2020 at 11:17 AM
There are four actions in total that can be taken in relation to an Entity record. You can access the Entity record via the Manage Clients, Manage Activi...
Thu, 13 Feb, 2020 at 11:16 AM
The Calendar layout in Ivo can be changed to show a single day, a week or even a month. 1. You will need to click on the "Calendar" button on...
Wed, 22 Jan, 2020 at 9:42 AM
Ivo's layout can be customised for your particular organisational or individual requirements. 1. To change the general settings of Ivo you wil...
Wed, 22 Jan, 2020 at 9:45 AM