HomeKeeper Knowledge Base

Enter and Update a Group Session or Workshop

Published May 13th, 2025 by Pahniti Tosuksri

Group Sessions in HomeKeeper are designed to track important details about your workshops, classes, and any other gatherings hosted by your organization. This includes group education activity to be reported to HUD in your 9902. Follow the instructions below to create and update Group Session information. NOTE: After you have updated and saved a Gr

HomeKeeper Support

Published June 25th, 2025 by Pahniti Tosuksri

HomeKeeper support is here to help! Reach out to support@myhomekeeper.org to open a ticket with our team. HomeKeeper users can submit support tickets using the “Contact Support” button in our Knowledge Center, or by emailing support@MyHomeKeeper.org. Our HomeKeeper Training & Support Team is there to answer any questions about implementation, cu

Customizing Financial Checkpoints

Published March 7th, 2025 by Pahniti Tosuksri

Learn more about the exciting new feature rolled out in HomeKeeper Version 2.10: Financial Checkpoints One of the most common requests has been the ability to track Household Income over time. This functionality also includes common financial metrics that are evaluated during the Mortgage Readiness Evaluation process - Credit Score, Total Assets, To

Reviewing User Licenses and Data Storage

Published May 15th, 2025 by Pahniti Tosuksri

Your Nonprofit Edition of Salesforce comes with a set number of user licenses and data storage. System Administrators should monitor this information to anticipate whether you are exceeding limits and incurring extra costs from Salesforce. Use their self-service Your Account feature, or contact your Salesforce Representative (or call 1-800-No Softw

Salesforce Org Type and License Guide - Non-Profit Cloud Edition vs Enterprise Edition with Non-Profit Success Pack

Published May 5th, 2025 by Pahniti Tosuksri

For new HomeKeeper users at Nonprofit organizations, the following article describes the two free Salesforce types you can choose from when acquiring your permanent Salesforce instance. Explore key features, pricing models, technical capabilities, and strategic implementation considerations for mission-driven organizations. Introduction When you acq

Advanced Support Hours

Published June 25th, 2025 by Pahniti Tosuksri

The HomeKeeper Team offers customized technical assistance to help you make the most of HomeKeeper. About Advanced Support Advanced Support could be a great solution if you or your colleagues want to: Become more confident and competent users Survive staff turnover with an easy transition Turn your data into actionable dashboards Make your job easie

Groundedsolutions Glossary

Published January 13th, 2025 by Pahniti Tosuksri

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All A C D E F G H I L M N O P S Accounts Households, foundations, companies, or other organizations and agencies with whom your organization has a relationship. Accounts are used to orga

Consulting Partners

Published June 25th, 2025 by Pahniti Tosuksri

Learn more about hiring a Salesforce Consultant Partner for large, complex, or long-term projects or implementations. Ready to do more with HomeKeeper and Salesforce? In addition to HomeKeeper support, Salesforce has a large online community that you can turn to for advice. There’s even a robust learning platform so you can build new skills. But wha

How to Make Client ID and Attendee ID Searchable

Published September 23rd, 2025 by Pahniti Tosuksri

Make troubleshooting HUD Errors easier by setting up your HomeKeeper to enable searching by “Client ID,” “Client Case Number,” and “Attendee ID” numbers by completing these one-time configuration steps! You can find more details on what is searchable and not searchable in this Salesforce help article. CAUTION: This search functionality will only wor

Troubleshooting Errors when Submitting to HUD

Published January 16th, 2025 by Pahniti Tosuksri

This article summarizes common error messages in HUD Connect and outlines current solutions. For help with these or any other errors, contact us at support@myhomekeeper.org . NOTE: Reporting to HUD is an add-on feature set for HomeKeeper. If your program is interested in using HomeKeeper to report housing counseling to HUD, contact HomeKeeper sup

How is "Client ID Number" Populated for HUD Housing Counseling

Published September 23rd, 2025 by Pahniti Tosuksri

For 9902 reporting, HUD requires that each client reported is assigned a Client ID Number. This article describes how a Client ID Number is assigned to new clients during the preparation of 9902 data for HUD. Automatically Generating Client ID Numbers The field "Client ID Number" was built as part of HomeKeeper's Housing Counseling features, and is

Winter 2025 (Version 2.14) Release Notes

Published January 17th, 2025 by Pahniti Tosuksri

2.14 is the latest version of HomeKeeper at this publishing. This is a mid sized update, with continued updates to the new Applicant Info component, some minor field adjustments, and major code overhaul allowing more access for Site Guest Users for purposes of building Experience Sites with external intake forms. The below release notes include the

Register Attendees for a Group Session or Workshop

Published May 14th, 2025 by Pahniti Tosuksri

Registration and attendance for Group Sessions are managed using Counseling/Education records. In this article, you'll learn how to use HomeKeeper features to register an attendee from their Service Files and from the Group Session. Registering from a Service File Navigate to the Service File First, find the Service File belonging to the client you

How to Add a New NOFA as an Activity Type for HUD Billing

Published August 20th, 2025 by Pahniti Tosuksri

HomeKeeper's HUD Connect allows users to submit 9902 reports directly to HUD's Housing Counseling System (HCS), including Notices of Funding Availability (NOFAs) specific to each HUD-approved agency. As new funding is announced, HUD adds them to HCS, and they must be added manually in HomeKeeper so that they are available for counselors to select, a