Case Management System
Benefits:
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Automate and simplify the filing of Monthly Conference Reports and provide consistency in reporting among all Conferences in the Archdiocese.
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Maintain records of all assistance provided to neighbors in need for tracking and simplified audits by the Council.
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Compile demographic and financial data to use in obtaining funds.
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Simplify bank account reconciliation.
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Simplify Food Pantry reporting.
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Supported Operating Systems (OS): Windows 8 or Higher, Mac OS, iPadOS, Android, Chrome OS
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It is highly suggested that you bookmark the CMS 4.0 direct link or this page for quick access
What's new?
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Situation tab is only two forms instead of three.
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Attachment can be upload at any point in the visit flow
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The "Merge" button has been moved to the left to avoid accidental activation.
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Option to navigate and review cases before auto-closing
Contact
Watch Training
Videos
Login
Need user guides?
Scroll down for more resources.
Have a question?
Send an email to AskCMSCommittee@svdphouston.org
