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  • Keep client name and address information
  • Track the products and services provided for the client
  • Identify client TEFAP eligibility (TEFAP income guidelines are stored by the program, and it uses the client's income and number of household members to determine eligibility)
  • Print completed TEFAP form for client to sign (in English or Spanish)
  • Option to limit the quantity of product or services provided to the client during a time period (week, month, quarter, etc.)
  • Track product received into the agency (such as food received from a food bank)
  • Options to collect additional client information - ethnic group, marital status, citizenship status, medical insurance, disability status, receiving food stamps, directions to the client's dwelling, names of household members
  • Notes field to record any additional client information
  • Client history report - all the products and services provided to a client for a date range
  • Product/service history - for a given product or service, list all clients that received it during a date range
  • Product/service summary - for a given date range, summarize any number of ways (by county, or by county and age group, or by ethnic group by city, etc.) Very useful for grant writing purposes.
  • Person count summary - summarize number of clients served. Optional date range, options to summarize by the same options as the product/service summary.
  • List all clients meeting user-specified conditions. For example, list all clients over 65 in a specific county.
  • Optional "alert" messages for a client to help the agency representative be aware of clients that require special attention
  • Developed and supported by a company with over 15 years of support and development for non-profits
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