May 2020 Help Center Updates

Completing an Assessment in the Client Record: new resource
Client Contact Tab: new resource
Funding Tab Overview: this article was retired and consolidated into Primary Funding Sources and Sub-Granted Funding Sources
Screens Overview: this article was retired and consolidated into Creating and Editing Screens and Introduction to Screens and Screen Types
Program Assigned Services: this article was retired and consolidated into Creating and Editing Service Items
How to Configure the Referrals Tab: this article was retired and consolidated into Community Queue for System Administrators
Working with Forms and Working with Files: split into two separate articles (previously "How Do I Upload and Work with Files/Forms?")
System Setup: Settings: (previously "System Setup Glossary") removed information relayed elsewhere in the Help Center not related to System Setup Settings
How do I place program services to a client and household members?, How do I Manage a Client’s Program History?, and How do I manage a client’s program service history?: these articles were retired and consolidated into Recording Service Items and Creating and Managing Program Enrollments
Programs Tab Overview: this article was retired and consolidated into How to Set Up a Program: Detailed Instructions
Configuring the Agency Overview: this article was retired and consolidated into Introduction to Creating and Maintaining Agencies
Creating and Editing Custom Fields: added information about multi-select field types
Working with IP Whitelists: updated to include agency-level whitelisting
Referrals: the Availability Tab: new resource
System Variables: Service Taxonomy: new resource
Creating and Editing Service Items: updated with Service Taxonomy information
Community Queue for System Administrators: updated Automated Removal from the Community Queue section
Referral Connections: new resource
Employment Services: new resource
User Passwords: updated Automated Password Reset and Force Password Change definitions
Two-Factor Authentication (2FA): updated information about email authentication
Follow functionality: the ability to "follow" an article has been disabled in the Help Center. This functionality only updates followers when a comment is added, not when the content is updated. Since comments are not turned on in our Help Center, this means followers receive no updates on the content they follow.
Making Client Data Private: formerly "Making the Client Record Private" (now includes all Private configuration options)
Configuring Cross Agency Services: new resource
Recording Cross Agency Services: new resource
Importing Data Using the XML API Import Tool: updated to include assessments
[HSNG-103] Housing Inventory Report: this article has been archived (please refer to [HUDX-123-AD] Housing Inventory Count (HIC)
Creating and Editing Screens: updated with character limit for labels
Creating and Editing Custom Fields: updated with character limits
Screen Field Editor: updated with field size information