AGENCY Software Wiki
AGENCY is a Free Software Data System by and for Nonprofits and others
Brought to you by:
ktanzer
1. Go to the summary page for any client
2. Click ‘Show Display Controls’ in the orange box at the top of the screen
3. Match the check-boxes displayed below based on your work area
(or tailor your selection to your own preferences)
a. Building Specialists click both 'load' and 'show' check-boxes for the following record
types:
i. logs
ii. incident reports
iii. housing notices
iv. bedbug services
v. restrictions
b. Building Coordinators and Managers click both 'load' and 'show' for the record types
indicated above AND:
vi. interim income records
c. Housing Case Managers click both 'load' and 'show' for the record types indicated above
AND:
vii. social services
viii. special needs
4. Select ‘Re-display’ and now every tenant record you access from that computer will
automatically display each type of record you indicated you'd like 'shown'