Categories
2nd Family Franchising
General announcements, questions, and idea.
Announcements
2025 Marketing Campaign - #CareTeamSix
We’re excited to share the Marketing Campaign brief for the initiative we announced during our most recent quarterly call! In this brief, you’ll find everything you need to know to make this campaign a success, including the objectives, target audience,CRM Updates 9-9-24
Hi All, We're excited to announce the release of our latest software update, featuring a fresh new visual design and several enhanced features. For those of you who participated in our beta testing for the new Canvas view, thank you for your invaluableAxisCare Updates to Assessment Form
We will be installing some updates to the 2nd Family Assessment form in Axiscare over the coming days. The changes are as follows: 1) We will be installing another tab on the assessment form which asks the RN to list the total time spent crafting theReferral Partner Forms
During the last quarterly meeting, we previewed a new feature in Zoho CRM called the Referral Partner Form. This form and its features would be embedded into our app and Zoho CRM, allowing for a standardized process for giving referrals for needs we don't2024 2nd Family National Caregiver of the Year
A press release was distributed this morning to announce our caregiver of the year recipients. Below you will find a link to the press release, a link to our website where the winners are listed, as well as an image that can be used in any social media
Sticky Posts
Zoho CRM SMS Updates
Important Updates to Zoho CRM SMS functionality In an effort to continue to maintain compliance with mobile carrier and U.S. regulatory requirements, we've implemented some updates to our CRM SMS functionality. The new process will require a double opt-inZoho CRM Updates - August 10, 2022
An update was pushed to Zoho CRM today for all accounts. Below is a summary of the changes: - The Contacts module now has a field on the profile named "Contact Type". This field has 4 options: Client Contact, Referral Source, RN Care Coordinator, andLive Chat for Franchise Support
Live Chat for Franchise Support As of today, June 23, 2022, we now have a live chat feature in the franchise support portal. Please feel free to use this in lieu of email to communicate with the franchise support team for any quick questions or issues
Recent Articles
How to update your Government Forms (W4 or I-9)
How to update your Government Forms (W4 or I-9) Log In: · Go to sign.zoho.com and enter your credentials. Access Sign Forms: · Navigate to the Sign Forms section. Deactivate the Form to Make Changes: · Click Sign, check the checkbox next to the form, ...How to Sync Olivia and Google Calendar
1. Login to Paradox Olivia 2. On the upper right side, click the initials of your Name, then click My Profile 3. Click the Settings icon 4. A new window will pop-up, the click the “Connect with Google” icon then follow the prompt to sign inHow to add a New User to the Olivia Location
1. Login to Paradox Olivia 2. On the upper left side, click the “All Apps” icon, then click settings 3. From the Permissions tab, click Roles and Permissions 4. On the upper right side, click Add New Employee button 5. Enter the information such as ...How to update the Privacy Policy
How to edit Axiscare Application Form