The write-up for your supervisor — notes, contacts, tasks done, and meetings for the week or month, ready to copy, download, or email.
Two records with the same name usually means one person entered twice. Open one of them and use Merge under the name pencil to combine their histories.
Today's meetings, one printable page with names, phones, and addresses for field visits.
Every note that isn’t checked “in HMIS” yet — enter it in Clarity, tick it here, watch the list empty.
Sync pulls your calendar in and matches events to clients — you approve every date change first. Download .ics sends the caseload’s meetings back out to your real calendar.
Send every client your booking page in one go — copy their emails, or open a BCC’d draft so nobody sees the list. Who’s included… leaves specific people out.
Drop emails here and each message lands on the right client’s Activity log, matched by sender or recipient (voicemails match by the phone number in the subject). Mail that matches nobody waits in a review list. A .pst export brings its Calendar along too, reviewed on Today.