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Pahniti Tosuksri
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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
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
How to Add the Latest HUD Activity Type to HomeKeeper
Published January 14th, 2025 by Pahniti Tosuksri
Below you'll find step-by-step instructions for adding the latest NOFA to HomeKeeper under the “Activity Type” field, as well as the Custom Settings as an "Acceptable HUD 9902 Activity Type" which allows for the submission of that NOFA to HCS NOTE: This article is related to using HomeKeeper to report to HUD, which is an add-on feature set for Home
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
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
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
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
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
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