Note: VerticalChange is compatible with most internet browsers but operates best with Google Chrome. Download & Install Google Chrome.
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The top bar contains the following:

The create button can be used to:

You can quickly find a contact using their name or unique ID through the Jump to Contact Bar to be taken to their dashboard.

Your Profile Settings is where you can manage your settings.

Here's what you can do:

​Home

This is the Agency Wide dashboard where you can see recent events and send messages to the whole agency.

Account

In this tab admin users can update agency's profile, export notes, manage permissions, change agency account settings, and create Hotkeys. 

Contacts

This tab shows a grid of all agency Contacts including People and Groups. Grid can be sorted, filtered, and exported at any time.
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Goals

This tab is used to track your own or other users' deadlines associated with goals through the Goals, where you can filter the data you're looking for in many different ways.

Documents

You can upload documents to the agency here and anyone in the agency with documents permission can view and download them.
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Forms

Here users can create, view, edit, duplicate, print, download templates, and delete Activity, Assessment, and Contact forms.

Imports

Through this tab, an admin user can import data into the Vertical Change system. See here how to prepare your data, upload the import file, create the import configuration, and run your import.

Programs

This tab has a list of all programs, and a user can create new ones, edit or delete existing ones, fill out program-wide forms, and create or edit goals.

Reports

Here is where you can create new reports through the Report Builder, view and edit saved reports, export report data, and run Standard Reports.

Staff

In this tab, admin users can create and edit users, send password reset emails, create and set permissions, and edit user’s Program and Form access.

Tasks

In this tab, users can view, re-assign, and complete Tasks assigned to them.

Dashboard:  In this tab you can write notes and see what actions have been taken on that contact by looking at the recent events section. For a group contact, this page will show you what basic contacts are a part of the group.

Details: In this tab is the contact’s basic information that you entered when you created the contact. You may edit this information at any time. 

Groups:  This tab will show you what groups the contact belongs to.

Notes:  Reminders, updates, notes. Data which isn’t needed in reports can be written in this tab.

Documents:  You can upload documents pertaining to the group or a basic contact here and see documents that have been uploaded through this tab or through a form. 

Programs: The program tab will show you the current program the group or basic contact member is enrolled in. This tab will also allow you to enroll the group or individual contact into another program or change dates of enrollment, if needed.

Activities (Service Oriented): Activities will vary based on Program(s) in which client is enrolled. Drop down feature displays “activities” associated with that program. You can complete any activity form from here.

Assessments (Outcome Oriented): Assessments will vary based on Program(s) in which client is enrolled. Drop down feature displays “assessments” associated with that program.  You can complete any assessment form from here.

VerticalChange's data collection workflow begins with creating basic contacts or group contacts, filing out the contact's information, enrolling them into programs

Create a new basic contact or a group contact - if you want to create a group you must create basic contacts first.

Assign a Task to a colleague or yourself through the Task feature.

Use the Goals feature to track deadlines

Use the Group Contact Dashboard for a Quick View of all Group Member Activities/Assessments

You may need to find a particular data point quickly. Here are some options.

Creating and Editing Forms

Managing Programs