Salesforce-org-Impact-Labs / 01HousingandHomelessness

Impact Lab - Housing & Homelessness
BSD 3-Clause "New" or "Revised" License
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Sending client Program info from Program record #269

Open fifedog opened 3 years ago

fifedog commented 3 years ago

As a case worker, I want to send a client the notification, email/sms, about a referral program. This referral program may not of shown up in the recommended list but I knew about it and went to the record in the Referral program.

When I search and locate the referral program I want to click a button to send this program to a client. The system will prompt me to select the client and how I want to send the referral, email/sms.