CRM Client Update Form Instructions
Use this form to add notes or updates to an existing client record in the AZHCC-CRP CRM. Please complete each field carefully so the update is added to the correct client profile.
Customer Email
Enter the client’s email address exactly as it appears in the CRM or intake records.
Important: The email address is used to look up and match the client record in the CRM. If the email is entered incorrectly, the note may not be added to the correct client profile.
Note / Update
Enter the details of the update, meeting note, follow-up, progress update, or any important information related to the client.
Please keep the note clear and specific so the team can easily understand what happened, what was discussed, or what action may be needed next.
Note Category
Select the category that best describes the type of note or update you are entering.
This helps organize client activity and makes it easier for the team to review updates by topic, such as mentoring, technical assistance, follow-up, funding, documentation, or general updates.
Data Entered By
Select your name from the dropdown menu.
This allows the team to know who entered the note and who to contact if there are any questions about the update. Please make sure you choose your own name before submitting the form.
Before Submitting
Please review the client email address, your note, the selected category, and your name in the Data Entered By field before submitting. Accurate information helps keep client records organized, updated, and connected to the right client.
