Self Help Articles

Provides help for completing specific tasks in Ivo

Reports - Running and Viewing the Report
Once you have made the selections in the Reports screen, you are ready to run and view the report. 1.   Still in the Reports screen, click on the Run...
Mon, 17 Feb, 2020 at 2:42 PM
Changing the Status of an Activity
When an activity record is first created, the Status is set to 'Open'.  This is so the record will be listed in your Current Activities or Current...
Wed, 19 Feb, 2020 at 2:47 PM
Date Settings in Ivo
Ivo's Date Settings can be configured by any user to automatically input the previous year in a December date range, if the day/month is entered in Jan...
Tue, 17 Mar, 2020 at 2:57 PM
How to create a Waiting List Record
When a client first contacts your service seeking support, that contact initiates the requirement for a Waiting List Record, which as it suggests, is ...
Wed, 26 Feb, 2020 at 2:56 PM
How to edit a file note
When you're creating file notes in Ivo, there may be a need to go back and add or edit details of those File Notes after you have saved and closed t...
Fri, 3 Apr, 2020 at 3:13 PM
How to use the Record Admin Alert option
Admin Alerts are designed around staff safety. They are used to record specific information that MUST be brought to the attention of anyone who will be i...
Wed, 3 Jun, 2020 at 11:33 AM
How to change a suburb name in Ivo
Ivo Administrators have the option to change suburb names using existing postcodes in Ivo. By changing a suburb name, you will overwrite the old name. ...
Fri, 19 Jun, 2020 at 12:56 PM
Options to email reports and query results to self
As of May-2020 (revision h), Ivo now has the option to email generated reports or exported query results, to yourself.  For example, when you use the '...
Thu, 9 Jul, 2020 at 7:21 AM
Adding a new suburb or editing an existing suburb
* You need to be logged in as an Ivo Administrator to use this function. To add a new suburb; 1. Click the cog icon at the top left of the scr...
Mon, 20 Jul, 2020 at 12:28 PM