CDL New Features

CDL New Features

 CDL Reminder Feature

Reminder

1. CDL Reminders allows you to choose a future date that will have a pop-up screen as soon as you sign-on to CDL.  You will be prompted when you log in if you have any reminders.

2. Note:  When you see the pop-up reminder screen after you log on, you have the option to complete the reminder by checking the “Completed” box.  This will make it so the reminder will not show again after you logon.

3. To access the reminder screen, hold down the ctrl key and the letter R on your keyboard.  You can access the reminder screen anywhere in CDL.  There is also a “Reminder” button on the “Family Search” screen on the main menu.  You can view future reminders if you click on the “Not Completed” button.

Residential Tracking

1. The new Residential Tracking Module is to track clients at their location.

2.  To access the Residential Tracking Module, hold down the ctrl key and the letter S on your keyboard. You can access the residential screen anywhere in CDL.  There is also a “Residential” button on the “Quick Entry” screen on the main menu.

Assessment

1. The new way to access the Assessments Module for assessing clients.

2. To access the Assessments Module, click on the F9 key on your keyboard. You can access the assessment screen anywhere in CDL.  There is also a “Assessment” button on the “Quick Entry” screen on the main menu.