Getting Started in Ivo

Logging-in to Ivo for the first time
If you are using Ivo for the first time, there will be no password set for you.  Simply select your name from the drop down list, and then click the OK butt...
Mon, 4 May, 2020 at 1:30 PM
Adding a New Activity
An "Activity" in Ivo refers to the types of activities your organisation performs, such as Client Advocacy, Inquiries, Education/Group Sessions, S...
Mon, 27 Apr, 2020 at 8:34 AM
Adding a File Note from the Manage Clients screen
There are multiple ways to add a file note to an activity.  The most basic, is from the Manage Clients screen - In the navigation panel on the ...
Mon, 27 Apr, 2020 at 1:23 PM
Date shortcuts
When entering dates in Ivo there are a variety of shortcuts you can use. Basic shortcuts Shortcut Description t Today's date t +/- number To...
Thu, 14 May, 2020 at 1:43 PM