Beneficiary Database

Beneficiary Tasks

The system will create recurring tasks on your calendar. Based on birthdays and anniversaries.

A task for a beneficiary can include:

  • Hospital Visit
  • Counselling
  • Court Order Expiry
  • Case Review

Record multiple tasks against each contact or organization. Keep interaction records to build a beneficiary history for the contact. Create other ad-hoc tasks on the diary screen if required.

Tasks are by default assigned to all users of the system. You can delegate tasks to specific users if required.