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Documentation
Page Content (click on blue titles):
- Adding a Related Contact
- Adding Relationship
- Move a Contact to the top of list
- Jump to / Open Related Contact's Page
- Reports
Adding A Related Contact
- On the contact's page, go to the Add/Edit Related Contacts search box.
- Type in the last name of the individual that needs to be related to the contact.
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- If they are a new contact in the database, select New Individual.
- Fill in the Relationship
- Fill out the contact detail
- Use the same Access tags
- If they are an existing contact, then select the contact from the search results.
- If they are a new contact in the database, select New Individual.
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- Input the relationship into the Define Contact Relationship box.
- Select the check boxes that apply to this relationship:
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- Referrer (REF)
- Parent/Guardian (PG)
- Legal Custody (LC)
- Information Release (IR)
- Web Portal
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To copy a note from a client's Activity Log into the related contacts page, unlock the note (if needed) and at the top right use the drop down menu to choose the related contact.
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Adding Relationship Information
Click on the two person icon:
Move a Contact to the Top of the List
Click on the circle next to the name to move it to the top.
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NOTE: Although this also displays the Related Contact's information, it is best practice to only click on the circle to move this person / business to the top, and click on the name to display the information. |
Jump Button/Icon
Related Contact Reports
Parent Emails: displays Preferred email of parent (if selected).
- It can be filtered by Date Range.
- Parents shown have been marked with “PG” on the relationship.
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This report displays: Student Name, DOA (Date of Admission), DOD (Date of Discharge), Parent Name, Relationship, Preferred Email, Home Email, and Work Email.
Related Contacts by Tag: displays - default - all current clients in the system with an Admit Date and the contacts that are tied to them.
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It can be filtered by: Date Type (see red ? for more information on this option), Date Range, Relationship (CTRL+Click), Provider, Tag and Format. This report displays: Client, Related Contact, Related Address, Related Phone, and Related Email.
For more documentation on reports, click HERE .